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Richard Davey

4 years ago

Terrible Product and Dishonest Salespeople.

Terrible Product and Dishonest Salespeople.

If you sign up, they lock you into a auto-renewal on an annual basis in 8pt font on the back page of their ACH form. If you give them notice 363 days that you want to terminate, they will still charge you for the entire year. Oh, by the way, that's over $2,500!

Financial advisors are held to a higher standard of integrity and business practice than this, so why not our vendors? Avoid this company at all costs. Bush league product (eMoney is far superior and not that much more) and untrustworthy salespeople and customer service reps.

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