Strategic Financial Partners

★☆☆☆☆

Insurance

Insurance
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Jack V Downing-State Farm Insurance Agent

1600 Stout St 270 Denver, CO

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Downing, Jack V - State Farm Insurance Agent

1600 Stout St Suite 270 Denver, CO

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I was a client of this investment advisory firm, and learned last week, completely by chance when I was reading news on the internet, that the firm had dissolved and the founder and some of his staff had joined Lockton. I was never informed of the closing and still have not been told where I stand with regard to the investments I held through the firm. I know at least two other clients of theirs who were also not contacted prior to the closing. I consider this to be appallingly bad treatment of customers and these people should not be allowed to continue advising people with regard to financial matters if this is the sort of attitude they have toward clients. I certainly would not recommend them.

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★☆☆☆☆

I was a client of this investment advisory firm, and learned last week, completely by chance when I was reading news on the internet, that the firm had dissolved and the founder and some of his staff had joined Lockton. I was never informed of the closing and still have not been told where I stand with regard to the investments I held through the firm. I know at least two other clients of theirs who were also not contacted prior to the closing. I consider this to be appallingly bad treatment of customers and these people should not be allowed to continue advising people with regard to financial matters if this is the sort of attitude they have toward clients. I certainly would not recommend them.

Pros: None

Cons: Closed their doors without telling all clients

 

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