I felt that I needed to change financial advisor. in addition I thought this location would be more convenient. When I walked in, they asked what I wanted in a financial advisor I told them. After waiting over a week a young man calls me and he has none of the credentials I wanted in a financial advisor. After a week the branch manager calls me (she admitted to forgetting about me). I get assigned someone else, after meeting with her, she is not someone I would have chosen for myself. We had a couple of meetings to assess risk factors and third meeting with another advisor after which she was still asking the same questions. She seemed unable to move forward. Well, I get called to the assistant manager Jason who is disciplining me. He is trying to tell me how responsible it is to assess risk factors, which I understand but hours on end. After a couple of emails he was just defending his coworker and was basically telling me to go somewhere else. So much for valuing the customer. In addition I also found out he was falsifying his documented notes.
I now know they choose a financial advisor from a list who is up next, never leaving the customer to be part of the decision.
Overall this location offers really bad customer service. I went from the pot to the frying pan in my decision to change. And this Jason should not be trusted. read more