2 Customer Reviews
Review from Pat J
5 stars10/07/2022
My meeting **** was definitely a divine appointment. I had been recently widowed and left with some foreign stocks and non-conventional financial products, things totally out of my wheelhouse. **** took charge of the issues at hand and aligned investment products to provide me with a sustained lifetime income. He is a professional with knowledge and know-how to structure and implement financial plans to suit your needs. My thanks to ****.Review from Ronnie K
1 star05/25/2022
Right out of the gate, after the company I work for setting up IRA options through Masters Wealth, it was evident that dealing with **** could be challenging. Constant issues getting any clear and consistent info on exactly where our money was allocated and current acct balances etc. Then, apparently, without any discussion with policy holders, our funds were moved in to insurance based annuity accounts, and not kept in investment based annuity accounts as had been discussed. This is where it gets a bit shady in terms of exactly what happened, as no specific info or explanation was provided to us, but it appears that this was possibly due to a loss of proper licensure to handle investment accounts. Hmmm.... Recently, our company announced that we were completely changing companies for handling of IRA accounts. Shocker! So then came time to call Masters regarding the funds they have been handling to make an informed decision on what to do with those funds. Apparently, based on my conversation with **** and his unwillingness to follow up with the assistance he claimed he would provide, he is only interested in making decisions with other people's money that serve his best interest, and not that of the policy holder. As a result, we have taken matters in to our own hands and figured out how to handle those funds without ****'s "assistance". In short, I highly recommend avoidance of conducting any business with Masters Wealth.
The Masters Wealth Management Group, LLC Response
06/01/2022
I have since spoken with Mr *****. The result of which he updated on our ****** review which he copied and pasted.
He updated his review as copied below as well as updated it to three stars vs 1. If possible to have this reflected by resting his update here as well.
FROM *******
****** *****
1 review
21 hours agoNEWI am altering my original review- while I have not been satisfied with the way certain issues have been handled, **** contacted me to explain some things and offer to make it right by assisting with what I need to take care of with current funds.
In addition, apparently there was some misinformation / misunderstanding regarding some aspects of what has transpired up to this point. As a result of his reaching out and clearing the air on several things, I thought it only proper to make an amendment to the original review.
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