1. Nutmeg Advisory Group

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North Haven, CT

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Nutmeg Advisory Group

5.0 (1 review)
Financial Advising
Closed • 9:00 am - 4:00 pm

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Nutmeg Advisory Group - Financial Advising Near Me - North Haven, Connecticut
Nutmeg Advisory Group - Financial Advising Near Me - North Haven, Connecticut
Nutmeg Advisory Group - Financial Advising Near Me - North Haven, Connecticut

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Nutmeg Advisory Group - Financial Advising Near Me - North Haven, Connecticut

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    Christopher was my adviser for one year. During that time, I transferred six retirement accounts…read more He said policy was to have the transfer checks go through me, rather than a transfer between companies. I misplaced the check. When I found it, it was after the 60 days. I reached out to Christopher to get advice on what to do. He was, after all, the person I had selected to pay a lot of money to get expert financial advice. He advised me to deposit that check. Anyone can google the 60-day IRS rule for retirement rollovers. After 60 days, it is no longer a rollover. It is income, and therefore taxable. I am now paying $3,400 in back taxes. And, because the original amount is actually income, I have to remove it from my retirement and pay 6% excise tax per year until I pull out the original funds from my retirement - which means I have a substantial amount less in retirement. Not only that, but when I called Christopher, he denied any responsibility, saying he wasn't a tax adviser. It's retirement tax law. He didn't even apologize. Not only that, but the "official" correspondence from Ameriprise says that I took the advice of my tax accountant. I had no tax accountant at the time, so as far as I can tell, they just simply made that up. Do NOT trust this man with your money. He is incredibly expensive, and certainly not worth even the minimal fees.

    Nutmeg Advisory Group - financialadvising - Updated October 2026

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