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Kim Ealy-Lambert
Review of Efinancial

3 years ago

20 or more calls a day, pushy and asking confiden...

20 or more calls a day, pushy and asking confidential information over the phone such as social security number and bank info. 2 pieces of info scammers ask so that made me uncomfortable. I told the rep I was not ready to get life insurance from them at this time so I refused to give him my bank info. He said I could give him my bank information and it could be processing while I decide and I could call back when I m ready and then my account info will already be on file. I refused again and said I will call back when I m ready. I hung up.
I was feeling uneasy because I shared my SS# with him so I googled the company efinancial only to read these comments of experiences similar to mine.
I m about to shut them down. I want to know why reputable companies like Fidelity deal with them. If I filled out a request a quote from Fidelity on the Fidelity webpage that is whom I want the quote from.

Efinancial has messed with the wrong one. Big mistake.

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