3 Customer Reviews
Review from Jo Anne D
1 star06/20/2023
Absolutely a waste of money! They are only concerned about getting their commissions from the client and who they do business with for financial instruments. I have paid them over $10,000 for help managing my mother's money for her care. They set up an annuity, which was the wrong for her. The woman who is supposed to be knowledgeable about the Medicaid process does not know how to communicate with the client. I have received more help and guidance from COAAA and the annuity company. They are not interested in helping anyone with less than a million dollars. These people are worthless! This was a very expensive mistake!Review from Tim S
1 star10/12/2022
***************** is a dirtbag and most likely a thief and is attempting to financial extort my step mom. We hired *** to help us getting ready to file ******** after my dad was diagnosed with Alzheimers. We paid *** $6k to shield their assets and another $2500 to do the ******** application. 2 months later there is no straight answer on the ******** application and now he says he needs another $3k to protect my step moms assets. At no point when he told us about the $6k charge did he mention he would need an additional $3k. After I questioned him about his ethics and morals he showed his true colors by telling me I hope you lose every ***** of your dads money. Remember we already paid him over $8k to protect my dads money. How is it possible to lose it all at this point. My father is dying from Alzheimers and this callous cowardly man wished ill upon our situation simply because I questioned him. He has not given us advise once unless it was part of his sales pitch to sell a service or product. Stay away from this man, there are many many more honest people doing this line of work.Review from Hal C
5 stars12/24/2021
We have used PPS for both parents estates and everything that we were told would happen after our parents passed was exactly the way it turned out. No surprises. Everyone that I have sent to them were pleased and thanked me for directing them to PPS. They are the finest. My estate planning is now also with them. They give me great peace of mind knowing everything will go smoothly.
Preferred Planning Services Response
02/15/2022
Thank you for the kind words. We work very hard at making the process seamless. It was our pleasure to assist your families.
Customer Review Rating
Average of 3 Customer Reviews
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