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Business Profile

Financial Planning Consultants

Preferred Planning Services
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BBB Accredited BusinessA+Rated by BBB

Reviews

Customer Review Ratings

1

Average of 2 Customer Reviews

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Review Details

  • Jo Anne D

    Date: 06/20/2023

    Absolutely a waste of money! They are only concerned about getting their commissions from the client and who they do business with for financial instruments. I have paid them over $10,000 for help managing my mother's money for her care. They set up an annuity, which was the wrong for her. The woman who is supposed to be knowledgeable about the Medicaid process does not know how to communicate with the client. I have received more help and guidance from COAAA and the annuity company. They are not interested in helping anyone with less than a million dollars. These people are worthless! This was a very expensive mistake!

  • Tim S

    Date: 10/12/2022

    ***************** is a dirtbag and most likely a thief and is attempting to financial extort my step mom. We hired *** to help us getting ready to file ******** after my dad was diagnosed with Alzheimers. We paid *** $6k to shield their assets and another $2500 to do the ******** application. 2 months later there is no straight answer on the ******** application and now he says he needs another $3k to protect my step moms assets. At no point when he told us about the $6k charge did he mention he would need an additional $3k. After I questioned him about his ethics and morals he showed his true colors by telling me I hope you lose every ***** of your dads money. Remember we already paid him over $8k to protect my dads money. How is it possible to lose it all at this point. My father is dying from Alzheimers and this callous cowardly man wished ill upon our situation simply because I questioned him. He has not given us advise once unless it was part of his sales pitch to sell a service or product. Stay away from this man, there are many many more honest people doing this line of work.

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