nextstep.com

3.9
3.9 Based on 37 reviews

...

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Zack Morgan
Avoid at All Costs

This service has been a nightmare, resulting in a loss of over $50k from my accounts and control over my lifetime investments. They've intruded into my personal life, affecting both my husband and me. Their handling of my finances is wasteful, offering very little in return. They fail to meet their legal fiduciary obligations, leaving me feeling scared and disheartened.

1
Date of experience: Nov 11, 2025

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