Financial Planning Complaints

Albert Murphy Your Property Empire Scam Do Not Trust This Man Cost Me Over $200k Rouse Hill, NSW AU

February 12, 2020

Anonymous

No Comment

Rouse Hill, NSW AU

Albert Murphy from Your Property Empire RIPPED ME OFF!! He won’t return my calls. What can I do to get my money Back I am a 58 year...

View Report

Kirk Badii and The Badii Group Bad Advice that made me lose hundreds of dollars before I caught it and stopped its Irvine California

June 7, 2019

Anonymous

No Comment

I hired Kirk Badii and his company The Badii Group to manage my money to invest it so I can have a diverse portfolio with the funds I...

View Report

Ponder Financial & Retirement Firm, Inc. Dr. Craig A. Ponder Sr. Erroneous Transfer of Annuity Funds Creating Taxable Event Ontario, Palm Desert California

June 2, 2019

Anonymous

No Comment

Corona California

I entrusted him with making sound financial decisions for me with a large portion of my life savings, but soon found out he is not all that knowledgeable...

View Report

Strategic Wealth Designers - Jason Vander Pol Mr. Vander Pol Manages Other People's Money, Yet He Cannot Manage His Own as Evident in his Chapter 7 Bankruptcy. Louisville Kentucky

April 17, 2019

Anonymous

No Comment

Louisville KY

Mr. Jason Vander Pol (Adviser) has no credibility in giving financial advice to anyone. I think he is the one who could use some financial counseling as he...

View Report

weiser financial,Corey Weiser Weiser financial planning in Orlando,Cory Weiser Corey Weiser has been very deceitful and vindictive.He does not like "NO" for answer and his bottom line is money and...

March 29, 2019

Anonymous

No Comment

orlando florida

We did some business with Mr Corey Weiser and it turned into a terrible experience. First he will use his big fake smile and will approach you like...

View Report

Finley Alexander Wealth Management Kyle Winkfield Attempted annuity fraud Rockville Maryland

March 8, 2019

Anonymous

No Comment

Rockville Maryland

The claim is that Kyle Winkfiled and his firm, then OWRS Firm, now Finley Alexander Wealth Management attempted to defraud by moving $559,000 of money from a current...

View Report

John Bahen - TD Private Wealth Investment Advisor - Toronto Dominion Bank, 45 O'Connor St 11th Floor, Ottawa, ON K1P 1A4 John Bahen TD Private Wealth Advisor TD Bank Toronto...

March 2, 2019

Anonymous

No Comment

Manotick

Several years ago we met with John Bahen from the TD Private Wealth Department of the TD Bank Ottawa office to discusss our financial portfolio. As my husband...

View Report

Kealing Financial Services James Kealing This guy is a fraud and a pervert Carlsbad California

February 9, 2019

Anonymous

No Comment

Valencia California

Jamea Kealing of James Kealing Financial services is a complete fraud. He claimed to be a CPA and I looked him up with the state board of accounting;...

View Report

Jim Kealing Stealing, Fraud San Diego California

January 22, 2019

Anonymous

No Comment

My grandmother showed me with her bank statements that he most likely took over $30,000 from her. We would be able to prove it with costly attorneys and...

View Report

Brian Kroneberger CFP Brian Kroneberger, RBC Wealth Management, The Dyer Kroneberger Group Brian Kroneberger lost all of our retirement funds!!!!! Hunt Valley Maryland

January 21, 2019

Anonymous

No Comment

Hunt valley Maryland

Brian KroneBerger CFP out of Hunt Valley Maryland is a pseudo financial stock broker with RBC. He is a facad that appears on WBAL radio and thinks he...

View Report

Financial Planning

By Category

Recently Viewed

Have you had a Negative Experience?