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Find a Location

Georgeson LLC has 1 locations, listed below.

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    Business ProfileforGeorgeson LLC

    Stock Brokers

    At-a-glance

    Customer Reviews

    1/5stars

    Average of 3 Customer Reviews

    Customer Complaints

    1 complaints closed in last 3 years

    0 complaints closed in last 12 months

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Related Categories

    Business Details

    Location of This Business
    462 S. 4th Street Suite 1600, Louisville, KY 40202
    BBB File Opened:
    1/25/2019
    Business Management
    • Ms. Dana Roberson, Closing Manager
    Contact Information

    Principal

    • Ms. Dana Roberson, Closing Manager

    Customer Contact

    • Ms. Dana Roberson, Closing Manager
    Additional Contact Information

    Email Addresses

    Customer Complaints

    1 Customer Complaints

    Need to file a complaint? BBB is here to help. We'll guide you through the process. How BBB Processes Complaints and Reviews

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    Most Recent Customer Complaint

    02/09/2022

    Complaint Type:
    Billing Issues
    Status:
    Resolved
    We’re having trouble with Georgeson. We engaged them to devolve some unclaimed stock property using the forms sent to us. They appeared to liquidate the stocks per our instruction, but they have not sent us a check from the sale proceeds of about $6800. We received a small check, abt $40 and we’ve received 2021 1099’s for both sums. When we received a statement from them showing the $6800 check was mail, we made telephone contact with them to reissue the check. They said the would be nothing arrived. We made contact with them through their web site contact-us us for and got cricket’s. Now that we received 1099s and we’ve never received our funds, it’s obvious there a problem in the company. It’s fair to speculate fraud might be involved. Company won’t send us our funds and they’re non responsive. Doesn’t look good. Delivery of check for funds.
    Read More

    Customer Reviews

    3 Customer Reviews

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    How BBB Processes Complaints and Reviews

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    Most Recent Customer Review

    Don D

    1 star

    04/18/2024

    Very disappointed at the deceptive approach in relocating funds Georgeson uses. In the first communications there was no indication of the cost to reunite me with my funds. There was many invitations to connect directly to Georgeson to quickly facilitate reconnection with funds but no indication of the cost. This was for the Economical insurance demtualization. Economical as been my only auto insurance for 20 years and 5 of it after the demutualization. They had my address all along as I kept getting my new bills and policies. Suddenly at demutualization they cant find me. Fast forward 2 year after the demutualization they are trying to find me using Georgeson that send a letter to my address that Economical insurance has had for may years and Georgeson as I have mentions in the first communications they never mentioned I could go directly to Economical and claim my money. They also did not mention they charge a steep fee which is 15% which will be Over $300 on MY $2060 until the third communication. It was only the third communication that indicated the cost and the other option. By that time I had taken the bait and contracted them by there advertised web site. By doing so I lost the option to claim it from economical myself (very simple) and save the $300 for 5 minutes worth of work. I have complained to no avail. NOT SATISFIED. Please find your own demutualization funds from Economical insurance directly. I would be satisfied with receiving my full payout. Thanks Don D********

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