Sept 2024
UPDATE: Right around late Jul to Aug 2024, I asked my financial advisor, Jean P. about if there are any promos going on then was told possibly could come in to get the new bonus 34% from other accounts I had. Then when I made the appt with Mark L. (owner) that I asked why wasn't this told to me from Jean if you can't use other accounts to get the 34% said he's known Jean for around 20 years and it wouldn't be best to move that in those accounts as I assumed if that would happened, I brought my check just in case but he would have to have his staff to review the other accounts to see about getting the 34% put there instead of my own extra check I wrote out. I came back on email asking Jean P. as to what happened, felt I wasn't told the whole story of this situation like I must have either showed up for nothing or if wanted to write another check to open another account as I didn't ask the way I should have but Mark L. comes back taken it personally w/attacking me and won't work with me anymore stated to work with Jean due to his failure of not reviewing my accounts in time due to numerous of customers he's working with about the same time. not having time for mine to make sure I get the 34% from other accounts and finding out Jean may not make the best decisions for me from time to time. Maybe he needs to know how to handle his scheduling properly and give more respect to customers of fairness when trying to find out what really happened thad made this go bad.Found out was said that I didn't write.a check nor cashed but I did find out it cashed, not sure if get my money back was a large sum written to them. Their councel of Alliance as they reported me to them to work with me only, had gotten the story out of context, was not all true!
T M tammorr1@gmail.com
Mon, Oct 25, 2023 12:38 PM
to me
I have been with this company since 2012 for my product services. Recently, after at times not feeling that I"m getting reached out to for upcoming events, etc coming up that months ago, I reached out to Mark Lindsey and after reaching to him a few times for responses that he chewed me out for contacting others to just only contact him for now on. Today, I get an email stating that he was perplexed by my email which I am also perplexed by his email, as well. I noticed at times their service throughout the years have been a touch and go with them. I don't know how his schedule is half the time so when I remembered him stating to me last time before reaching out to him only was my last instruction that 'now,' he says to email him and 'cc' others on the email which is even more confusing to me. I feel with their service off and on when not getting a hold of him has me fickle how they handle business and the way I"m being treated by him as a disabled military veteran. If this keeps us that I can't get anyone excluding him, I will have to do my business elsewhere and report this matter. read more