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Casey Research, LLCThis business is NOT BBB Accredited.
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Complaints
Customer Complaints Summary
- 8 total complaints in the last 3 years.
- 1 complaint closed in the last 12 months.
If you've experienced an issue
Submit a ComplaintThe complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.
Initial Complaint
Date:11/14/2024
Type:Product IssuesStatus:ResolvedMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
M My name is ****** ******* and my account number is ************* and I have been trying forever to get a refund of the $500 deposit. I put on for strategic lifetime membership and did not receive anything in return. Please call or text me to let me know that you have refunded the funds to my account and my phone number is ************. My email is my name all one word ************************** Once again, awaiting your response thank you .Business Response
Date: 11/18/2024
Thank you for bringing this matter to our attention. We appreciate the opportunity to address the customers concerns regarding their account and payment.
Upon reviewing the account, we would like to clarify the $500 payment mentioned in the complaint. This amount was not a deposit but a partial payment toward an upgrade to the Strategic Trader Lifetime Membership, which was offered at $1,000.
On December 3, 2021, before the upgrade was finalized, the customer was informed that if the full payment was not completed within a month, no cash refund would be provided. The customer agreed to these terms and was granted access to the Strategic Trader Lifetime Membership at that time.
However, since the full payment for the lifetime membership was not completed, the customers subscription access ended on July 14, 2022. Additionally, Casey Research, the entity associated with this subscription, officially ceased operations on March 31, 2023.
We have since reached out to the customer directly and successfully reached an agreement, demonstrating our commitment to providing quality service and support to all subscribers.
We remain dedicated to transparency and customer satisfaction. For further assistance, subscribers can contact us at ************ or via email at *******************************************************************************
Customer Answer
Date: 11/18/2024
Complaint: 22557674
I am rejecting this response because:
in the interest of good faith, and in consideration of other monies paid, it would behove the principal at Casey Research, who is toting himself as a millionaire, to refund the $500 and put this behind us. it would be a paltry sum for him to refund, especially realizing that I did not avail myself of any of the services covered, and I am now in a difficult position with knowing what to do with the purchases that he recommended. I do not wish this to become public discourse.
Sincerely,
****** *******Business Response
Date: 11/21/2024
Thank you for bringing this matter to our attention. We appreciate the opportunity to address the customers concerns regarding their account and payment.
Upon reviewing the account, we would like to clarify the $500 payment mentioned in the complaint. This amount was not a deposit but a partial payment toward an upgrade to the Strategic Trader Lifetime Membership, which was offered at $1,000.
On December 3, 2021, before the upgrade was finalized, the customer was informed that if the full payment was not completed within a month, no cash refund would be provided. The customer agreed to these terms and was granted access to the Strategic Trader Lifetime Membership at that time.
However, since the full payment for the lifetime membership was not completed, the customers subscription access ended on July 14, 2022. Additionally, Casey Research, the entity associated with this subscription, officially ceased operations on March 31, 2023.
We have since reached out to the customer directly and successfully reached an agreement, demonstrating our commitment to providing quality service and support to all subscribers.
We remain dedicated to transparency and customer satisfaction. For further assistance, subscribers can contact us at ************ or via email at *******************************************************************************
Customer Answer
Date: 11/21/2024
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
Sincerely,
****** *******Initial Complaint
Date:09/21/2023
Type:Order IssuesStatus:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
Provide investment research and recommendations. Inform subscribers of investment publication decisions that affect the status of the publication.Business Response
Date: 09/26/2023
Thank you for bringing this to our attention.
We want you to know that we completely understand your concern, and we take situations like this very seriously. We sincerely apologize for any inconvenience this may have caused you.
Upon reviewing your account, we observed that on 8/8/2022, you were charged $212.13 for your annual maintenance fee for the Casey Platinum subscription. This subscription *****ed you access to all recent and upcoming publications from Casey Research.
We'd like to take this opportunity to remind you that we send auto-renewal notices via email at 30 days, 15 days, 7 days, and 5 days prior to your renewal date. We offer various ways for you to manage your subscription(s), including calling us at **************, emailing us at **************************************** or utilizing the MyAccount feature on our website. Additionally, all correspondence from the publication is sent to your email, including the latest updates.
Regarding your request for a refund, as indicated in the attachment you provided, we regret to inform you that after the 30-day auto-renewal refund period, we are unable to process a refund for the maintenance fee.
We understand that Casey Research ceased publication on 2/13/2023. Consequently, your Casey Platinum subscription was replaced with our affiliate's mega publication, Rogue Elite from ***************, which will ***** you access to their current and future publications.
Please rest assured that your satisfaction is of the utmost importance to us, and we genuinely value your feedback. We've sent a separate email with further details to address your concerns. If there is anything else we can assist you with, please don't hesitate to let us know.Initial Complaint
Date:05/10/2023
Type:Product IssuesStatus:ResolvedMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
I bought a subscription to Casey Research (a financial newletter) on 12/15/2016. I then upgraded it to a LIFETIME SUBSCRIPTION on 8/16/2018 for a fee of $250. I read it occasionally, but recently realized I hadn't read it since 2021. I couldn't find the website & contacted them. I was told my subscription had been cancelled & they had offered me a credit for $250 in 2011 (I never received an email or regular mail from them.) I'm now told it's too late to accept the $250 credit offer. They CANCELLED their lifetime subscription, and basically told me "too bad."Business Response
Date: 05/11/2023
Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the subscriber availed of our Crisis Investing publication which retails at $4000 on 10/16/2017 at only 50% of its retail price with the addition of a free year and was upgraded to lifetime at no additional cost with no yearly maintenance fee on 8/16/2018. On 10/14/2021, however, this subscription discontinued publishing, and the subscriber was provided a different subscription from **. Unfortunately, due to the recent discontinuation of Casey Research, we provided the subscriber with $1500 worth of store credits that can be used towards any of our affiliates within Legacy Research Group, ********** Research Group, Brownstone Research, and ***************. Furthermore, the subscriber was given an additional $250 store credit from one of our discontinued publications, The Casey Report, which was then used by the subscriber to our affiliate, ********** Research Group. Additionally, we provided all correspondence regarding the matter to the subscriber via email but for more information, the subscriber can call ** at **************, email ** at *************************************** or use the MyAccount feature on our website, if available. Rest assured, the subscriber's $1500 store credits are valid until next year and can be consumed by reaching out to our affiliates via phone. We also contacted the subscriber to provide instructions on how to use the store credits.Customer Answer
Date: 05/16/2023
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
Sincerely,
*************************Initial Complaint
Date:12/28/2022
Type:Product IssuesStatus:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
I purchased a yearly subscription and last October and the subscription renewed in October 2022.I called Casey Research to ask that the renewed subscription be cancelled, and my money be refunded.They canceled the renewal subscription but would not refund my money.I have not used this service in some time. I cannot even tell you the last time I logged into this service to access my account. I would say it has been 6 months to a year since I have used this service by logging into my account.I asked to speak to a supervisor. She did attempt to call me and sent me an email. We arranged a time for her to call me again, but no one called at the appointed time. I would a full refund. I have not used this service and have not logged into my account in the past 6 months to a year. I am sure they can verify that information.Business Response
Date: 12/30/2022
Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $137.51 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal under the subscriber's account. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We have sent all correspondence from the subscription and provided auto-renewal notices at around 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged for the auto-renewal in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the cancellation of the subscription either by email or phone prior to 12/12/2022 but rest assured, we have turned off the auto-renewal of the subscription and will expire on 10/13/2023. We have also sent a separate email regarding the subscription to let the subscriber know how to proceed with it.Initial Complaint
Date:11/15/2022
Type:Billing IssuesStatus:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
We received a charge on our credit card statement that was from this company. We do not have any association with this company and did not initiate any charges. I would like them investigated for fraudulent activity.Business Response
Date: 11/16/2022
Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $129.00 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal under the subscriber's husband's account. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We have sent all correspondence from the subscription as well as provided auto-renewal notices at around 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged for the auto-renewal in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the subscription either by email or phone prior to 11/15/2022 but rest assured, we canceled the subscription the same day the subscriber reached out to us and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment. We have also sent a separate email to the subscriber regarding the subscription.Initial Complaint
Date:10/15/2022
Type:Billing IssuesStatus:AnsweredMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
I was looking at my checking account and there was a charge from Casey research for ****** on a **** card ending in ****. Ive never used this card and I didnt even know it was part of my checking account. Thats how I know that I never authorized this purchase. Ive tried reaching out to the company to no avail. I just want my money refunded since I did not authorize this subscription. Please help.Business Response
Date: 10/17/2022
Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $137.51 that was processed on 10/13/2022 was for a subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal. This charge was for the auto-renewal fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We also provide auto-renewal notices every 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged in which the subscriber can cancel for a full refund. Unfortunately, we have not received any correspondence from the subscriber regarding the subscription either by email or phone but rest assured, we canceled the subscription on 10/17/2022 and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment.Initial Complaint
Date:10/14/2022
Type:Billing IssuesStatus:ResolvedMore info
Complaint statuses
- Resolved:
- The complainant verified the issue was resolved to their satisfaction.
- Unresolved:
- The business responded to the dispute but failed to make a good faith effort to resolve it.
- Answered:
- The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
- Unanswered:
- The business failed to respond to the dispute.
- Unpursuable:
- BBB is unable to locate the business.
My bank account was charged for a "recurring withdrawal bill payment #****** SR ************************** for $25.44. I did not subscribe to this service and would like my account refunded for the amount listed. I had trouble with this business deducting money last year for subscriptions.Business Response
Date: 10/17/2022
Thank you for your feedback. Be assured that we take cases such as these with utmost seriousness. Please be advised, the charge of $25.44 that was processed on 10/13/2022 was for a lifetime subscription that was given for free on 10/13/2021 due to a subscription that we discontinued which came with an auto-renewal. This charge was for the yearly maintenance fee of our Strategic Investor publication which provides the subscriber with the best stock recommendations. We also provide auto-renewal notices every 30 days, 15 days, 7 days, and 5 days before being charged and we have several ways to manage the subscription. The subscriber can call us at **************, email us at *************************************** or use the MyAccount feature on our website. In addition to this, we provide a 30-day refund period after being charged in which the subscriber can cancel for a full refund. Rest assured, we canceled the subscription on 10/17/2022 and issued back the amount charged on 10/13/2022 which should reflect on the subscriber's account within 5-7 business days to the original form of payment.Customer Answer
Date: 10/19/2022
Better Business Bureau:
I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.
Sincerely,
*****************************
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