Top Investment Services in Fresno, CA

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Total Wealth Financial

1.0

By Ale Gutierrez

The only thing she was able to do for me was to tell me that the current company was wrong to release the funds. She, or anyone from the company she represents, has not done a thing to help locate my funds. The really worse part is the lack of communication between her and the company's representatives who submit the documents. This SHOULD NOT HAVE HAPPENED, had she really taken ownership of what she told me she was going to do for me (help me with rolling over my funds to a better company) and followed up. Beware of people representing (from the outside) a company. Deal directly with companies, not with "sellers" of products since they lose control of your paperwork and are unable to convey your wishes to the larger company. ...read more

Total Wealth Financial

1.0

By Ale Gutierrez

I am disappointed and would like to warn all of you about rolling over your present funds into accounts this consultant may suggest to you. I trusted that she would follow my request and held off submitting the documents to my current company and she did not do it. My money was disbursed against my wishes because my documents were submitted even after I clearly stated to her that I had to hold off on this transaction for personal reasons. My funds are still outstanding. My current company does not have them; her company (the one she represents) does not even have an account number for me. It has been over a month and my retirement fund is missing. ...read more

Total Wealth Financial

1.0

By Ale Gutierrez

I am disappointed and would like to warn all of you about rolling over your present funds into accounts this consultant may suggest to you. I trusted that she would follow my request and held off submitting the documents to my current company and she did not do it. My money was disbursed against my wishes because my documents were submitted even after I clearly stated to her that I had to hold off on this transaction for personal reasons. My funds are still outstanding. My current company does not have them; her company (the one she represents) does not even have an account number for me. It has been over a month and my retirement fund is missing. ...read more

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