396 inquiries | Financial Planning and Management Services
(804) 560-0023
Company Rating
CCC
Customer Reviews
based on 2 reviews.
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This business is not a member of Business Consumer Alliance. This fact does not disparage the company in any way.
Recent Review
Horrible customer service!!!!
I have called customer service 3 times to help get my 401K transferred to my IRA and each time have been on hold for over 2 hours! I am currently on hold now and the time on my phone shows 2 hours and 21 minutes. They have not acknowledged my emails or even responded to the forms that I have filled out and sent back to them to transfer my money. I am convinced that they are doing this on purpose in order to hold on to people's money longer. I am filing a formal complaint with the regulatory boards.
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BCA's Summary and Analysis:
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Company Info
This company's business provides financial planning and management services.
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