Finley Alexander Wealth Management Research Blvd, Rockville

Finley Alexander Wealth Management Reviews

• R

  Raquel Guevara Forgues
  1

  This company tries to hook you up with pretenses that they are inviting you for dinner that never happens. They state that they need your information before they make a reservation, but the reservation is never made even though you provide information. They say you are on their waiting line to continue getting info from you; however that’s not true; they never call you. It’s mostly a cheap and deceiving advertising campaign. If I’m going to conduct financial business with someone, especially when a lot of money is involved; it will for sure NOT be with a company that is lying to me even before I give them my money. Be aware!!!

  Response from the owner

  Hi Raquel, our educational events are very popular and fill up quickly; we understand the disappointment of a waitlist position. During our registration process, we do ask standard questions to ensure the educational content of our event is suitable and most beneficial for those who wish to attend. In reviewing our documented conversations with you, we can see that we clearly explained the waitlist and offered to schedule you for another event, but you did not respond positively to that offer. Wishing you the best of luck in your pursuit of financial clarity and peace of mind.

• M

  Marian Lorber
  1

  I was invited to a seminar at Coopers Hawk by mail and called to reserve my spot. I was called two days before and asked several questions: age, how much money I had in my portfolio, whether I had a financial adviser, etc. When she found out I already had an adviser and I was unwilling to tell her my financial status, I was disinvited to the seminar. This was incredibly rude and unwise. I was looking forward to learning more about investing and if I was impressed with the speaker, I would have given him a portion of my money to manage.

  Response from the owner

  Hello Marian, we appreciate your interest in our educational events. To ensure the best experience for all attendees, we do ask standard questions of registrants that are common questions asked by most financial firms. Based on your responses, we recommended that you would be better suited by attending one of our upcoming complimentary workshops, as the event you requested was not for those with an advisor. We appreciate that you were considering awarding a portion of your portfolio to a financial professional, but out of respect for all parties, we do ask that those seeking financial advice first address their concerns and desires with their established professional partnership. We believe deeply in transparent and straight-forward conversations, especially when we are talking about something as important as the management of your life savings. We are happy to serve when all parties are on the same page.