Rate and Review Investor's Tax Services

- Small Investors BEWARE! - - - 10/7/2013 - comment
AKA: Wheeler Financial Services LPL, years ago, as a young married couple we went to him to plan for a secure future. Peter, a gentleman who seemed sincere, listened to our plans and then took advantage of our inexperience and trust buy selling us funds and an annuity with extremely high yearly costs and fees. He then left us alone without so much as a yearly review or call when the market tanked. I understand that he favored his larger wealthier portfolios and neglected many others who trusted him to "ADVICE" them after he sold them high cost, dog, investments! He eventually dump all his LPL customers or sold them to some guy who makes residules off our annuity without so much as ever calling, writing or meeting us. Hard to reach etc. etc. I would have to warn you of a lesson I learned from dealing with this man, that if you think a Financial Advisor is there to help YOU you are kidding yourself. They are in business to only make money off of you. Like a bad doctor who sends you for unnessary tests or proceedures to bill insurance. Peter if you ever read this, I hope you stop and think about how much you've let some smaller,younger investors down in your career and maybe do some charity and volunteer work to help the down and out in your community. May you not sleep well until you do.