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Complaints and Resolutions

D.W. Heath & Associates, Inc. complaints

One Pointe Drive Suite 330
Brea, CA 92821
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(800) 481-8888

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Total Amount in Dispute:
$0.00

Total Amount Settled:
$0.00

Complaint Experience

N/A

Complaint Resolution Index (CRI)

BCA's Summary and Analysis:

Complainant generally allege that the company failed to pay on investments or failed to liquidate investments. One customer further alleges, an investment made by another family member with the company, was transferred to another investment firm without authorization. The company responded by indicating they had contacted the customer to explain, agreed to assist in liquidating the investment, and indicated the investor was satisfied. The complainant considers the response inadequate, and claims the complaint allegations were not addressed. Some complaints remain unanswered.

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Complaint Closing Statistics

0 complaints against D.W. Heath & Associates, Inc. closed in last 3 years.
Complaints Type of response
0 Making a full refund, as the consumer requested
0 Making a partial refund
0 Agreed to make an adjustment
0 Refusing to make an adjustment
0 Refuse to adjust, relying on terms of agreement
0 Unanswered

0 complaints against D.W. Heath & Associates, Inc.

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