1, Report:
#1481748
Posted Date:
Jul 11 2019
Levy & Associates Retirement Planning Services Levy & Associates I hired this firm in 2016. I gave them one star because I do not have the option to give them negative five stars. Fort Lauderdale Florida
I hired this firm in 2016. I gave them one star because I do not have the option to give them negative five stars. I was referred to this firm by my advisor at the time so that Levy & Associates could be the CPA firm of my company’s 401K. After 3 years of being dissatisfied ...
Entity
Levy & Associates Retirement Planning Services
Categories: Accounting, Bank account over charged, retirement accounts, accountant
2, Report:
#1216546
Posted Date:
Mar 18 2015
Retirement Planning Services Retirement Planning Services Millersville Maryland Nice building. Polite folks Millersville Maryland
I visited these folks after a friend told me they had given her good advice. One meeting I just gave them lots of financial information. The next was a sales pitch. The simple fact is that these guys tried to sell me an annuity. The numbers they use make it seem lik...
Entity
Retirement Planning Services
Categories: Financial Services
3, Report:
#746817
Posted Date:
Aug 17 2011
Retirement Planning Services Retirement Planning Services, Inc.Worst Financial Planners in Millersville, MD! Millersville, Maryland
My husband and I recently had a run in with Retirement Planning Services. My husband met one of their staff at a golf outing a couple months ago. Since we inherited a little money recently we thought it might not be a bad idea to at least listen to what they had to say. This was the...
Entity
Retirement Planning Services
Categories: Financial Services