playing the bernie madoff card

[susandennis]

I am not happy with my financial advisor. At all. He holds a significant amount of my money and I've been trying to contact him with no luck since Wednesday.

What if I really needed that money in a hurry. In an emergency???

I've sent him 2 emails and left a voice mail.
I sent his assistant 1 email and left a voice mail.

In the latter, I asked if he was pulling a Bernie Madoff on me.

The voice mail message which is too long by a factor of 5 says they are working remotely because of COVID. WTF????

I'm just ranting because I'm pissed and I don't have anything else do to with it.

Maybe lunch.

Comments

[bill_schubert]

I've always been annoyed that I didn't have enough money to attract a decent financial advisor. Now I see it would likely not matter.

[susandennis]

not at all. oth It's given me time and incentive to look at alternatives.

[desdemonaspace]

OK, that is worrying. I don't have a financial advisor per se, only Fidelity. I've thought about getting one, but Fidelity has been okay.

[vysila]

Does that message mean he is sick with Covid, I wonder? Sick enough that he cannot return calls, even.

Yep, annoying when you don't get a response, especially in financial matters.

Lunch sounds like a good alternative!

[susandennis]

Nope. That message means they recorded it in March of 2020 and have not changed it since. I know they have been back working in the office for at least six months.

[kaishin108]

That is horrible. Our guy answers us right away, sigh.

[opakele]

When you do make contact...

I will be interested in his 'reasoning'.