3 Customer Reviews
Review from Greg H
1 star10/16/2024
Unfortunately my FIL died and he had his money with Raymond James(Fulton Bank MD) I wish I could say one good thing about them,, but it would be a straight out fabrication. HORRIBLE service. Didnt answer emails, took forever to get anything done. Seems like they were really clueless. We couldn't get our money out of their hands fast enough!!! SERIOUSLYwnated ot get it out but difficult to get it out!! STAY FAR AWAYReview from Erin A
1 star02/14/2024
Not worth even one star. Worst experience I have ever had with an investment firm. After two weeks they still had failed to move the funds from our accounts to our bank accounts. We got emails everyday promising the money the next day, then the next, then the next, only to be told that they forgot to sell some of it and we had to wait longer. As I write this we still haven't received a dime. The advisor was nothing short of a car salesman that was insincere and once we said we didn't want to invest with them (we are beneficiaries - my father passed away), he got up and left and put us with office staff. I suppose we will get something before we pass away. The incompetence with the office and Raymond James itself is what deserves 5 stars.Review from Lawrence K
1 star12/09/2021
Jon S. at Raymond James in Watkinsville GA was the primary advisor of my elderly late father's finances. One of those assets was a pre-existing Prudential IRA exceeding $210,000. Jon knew (as evidenced by other assets handled by him at RJ) that the IRA should have designated my father's four sons as direct beneficiaries rather than designating the estate. However, due to Jon's inattention or negligence, he did not ensure this occurred. The result was a loss of the sons' ability to defer taxes and have the investments grow tax-free for up to 10 years in beneficiary IRAs. Jon also failed to inquire about other (smaller) assets, with a similar result as Prudential. Moreover, Jon and his assistant Leigh Anne K. were virtually non-responsive throughout the estate process. One result was major confusion and frustration which led to a falling out among two of the sons. I would urge anyone considering Raymond James especially in Watkinsville GA, particularly Jon S., to stay away.
Raymond James & Associates, Inc. Response
12/13/2021
The Raymond James Dispute Resolution Team has been made aware of the December 9, 2021 complaint Mr. ******** **** filed with the Better Business Bureau. Please be advised that Raymond James will review the matter and respond directly to Mr. ***** We appreciate you bringing this matter to our attention.
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