What Clients Are Saying TIAA Financial Services (GG)
1 /5 Eleni Jousma: Poor advice by bored corporate drones. Do not bother.
1 /5 Pinkie Girl: This is my experience with TIAA and i would tell anyone to please consider what makes it neccesary for a company to go to the extent they have gone against ONE very tiny and insignificant account. I am going to keep following up on this and honestly, at this moment i dont want anyone else to go though this. Please STAY AWARE of what these companies are doing with the money you invest.
I have been getting dead ends from agents who pass me from one place to another, coming up with various excuses to deny me access - based on hardship withdrawal that i can proove. This is the money that I invested and was matched by an employer towards a 403 (b) - my conditions are completely valid according to the IRS and theres no real basis for the denial which is possibly why the keep sending me around. The last person who passed me over - the job description i noticed later says ’search engine maximization’ - so i guess that’s a tier up from the folks who deleted my FB posts. Also makes sense why they can disregard another persons troubles as easily as they do. Its their job.
I have been passes around by 3-4 departments between agents to whom at first they sound as if I finally got to the right department and i tell them my circumstances. They buy time a day or two and then the same response the only thing that makes this concerning is that THE excuses are not consistent. They deny basic information and try to intimidate you by stating plan numbers policy numbers etc.
Today -Thursday (12/20/2018) i email the last contact from the marketting department who tells me he is just the person who passes the messages and told me that they sent out “correspondence” to me
I have trusted each and every one of these liars and none of them had any intention of doing their job. They were just passing my account around.
This is a company that has a non-profit client base.
ABSOLUTELY DISGUSTING.
Wendy Roth I was going to Catholic Charities in Lockport on a regular basis and then all of a sudden all the counselors where leaving. Two weeks before my counselor left, she said she would talk to someone in the Albion office to she if I could transfer there. She called and the person never called her back and I called the person and it took two weeks for her to call me back. It the meantime I did get connected to another counselor but had to wait a month before I could see her. I was leary to get hooked up with Catholic Charities in Albion in case their office would close down too. I want you to know whatever is happening with funding that you put your clients at a high risk. I am going thru a crisis and I had to wait a month to see someone and then on top of that I will have to start all over again developing a new and trusting relationship with my counselor. Going thru this gives me high anxiety and I usually end up losing ground with the progress I have made. Needless to say, I will not recommend Catholic Charities to anyone I know. You just rip the carpet out from beneath us and think that some of your clients will not suffer. I just wonder what happened to all the other clients that were being seen in Lockport because there are not a lot of places to be seen in Niagara or Orleans country. I live in Medina so Lockport worked great for me. I hope this gives some of the higher ups at Catholic Charities something to think about when you make decisions that affect a lot of other peoples lives.
Anthony The smartest business decision that I’ve made, it’s obvious that they know what they’re doing, but more importantly, the way they explained it puts your mind at ease, helps you feel confident in your endeavor and let’s you know that you have an experienced, client, friendly team behind you every step of the way, and they let you know more than once that they are there for any question you might have. Thank you for putting my mind at ease!
Five stars every day!
Anne Linehan I highly recommend Adirondack Retirement Specialists for their exceptional financial advisory services. Their team is knowledgeable, professional, and truly dedicated to helping clients achieve their retirement goals. Choosing Adirondack Retirement Specialists was a wise decision, and Im grateful for their expertise in securing a solid financial future.
qflqjrdm I have been a client of Monarch Wealth for more than eight years. During that time, they have always been quick to respond to my inquires and done an excellent job of managing my accounts. I appreciate the fact that they a locally based and that I talk to the same individual whenever I contact them. Finally, they have handled my account with the highest degree of professionalism.
