Fisher Financial Tax & Insurance Solutions

I am rejecting this response because: In part because most of the contact mentioned by Fisher financial were replies to my different issuesYES [redacted] did call only after my complaint with the Revdex.comI didn't get the information about deposits accurately and did receive my money on March 17, but have not received one correspondence regarding the total amount of money or how much was held for taxesFisher financial has not followed up with me to insure the total process was completedFisher finance is in business with investment company and is suppose to be represent my interest while doing business through Fisher Financial.What I need to complete this action is to receive the paper work showing how much was on hand, how much was held for taxes

Regarding the items in Mr [redacted] ’s complaint letter; he became a client on April 23, and during this time he has been contacted seven times by email, three times by mail and at least three times by phone, according to our records, prior to January of 2016; we do not keep a record of simple calls only when action is neededWhat prompted Mr [redacted] ’s complaint was the length of time that it took to transfer money that he had requested on February 9, This transfer should have taken three to four days, in the manner that he chose for the transfer to be completedMy assistant processed the transfer on February 9, and she followed up with both calls and emails to make sure that it was handled on a timely basisI did not find out about the delay until March 14, at which time I called and confirmed that the transfer would indeed be processed on March I then called Mr [redacted] to let him know this, to apologize for the delay and explain the reason that it had occurredI later emailed him, sending him the paperworkAs I explained to him, the reason for the delay was due to a change in our securities affiliationOur affiliate had joined forces with another company and we decided to not to go with them, we chose to move our clients elsewhereIn the process of our old affiliate combining their client’s accounts with the new business arrangement they simply failed to handle Mr [redacted] ’s transfer on a timely basisMr [redacted] ’s should not have had to wait these extra days to get his moneyOur solution to this problem ever reoccurring, both offices have been advised to inform me personally if there are ever any overdue outgoing transfers pending

"I will resend the paperwork correspondence to Mr. [redacted] . Thanks, ***"

? "I will resend the paperwork correspondence to Mr.? [redacted] .? Thanks, ***"

Consumer states that they have received a financial statement from *** *** ***The business provided a monthly account statementThis does satisfy the request of the documentation neededHowever, consumer remains dissatisfied with the manner in which Fisher Financial handled the situation

Regarding the items in Mr***’s complaint letter; he became a client on April 23, and during this time he has been contacted seven times by email, three times by mail and at least three times by phone, according to our records, prior to January of 2016; we do not keep a record of simple
calls only when action is neededWhat prompted Mr***’s complaint was the length of time that it took to transfer money that he had requested on February 9, This transfer should have taken three to four days, in the manner that he chose for the transfer to be completedMy assistant processed the transfer on February 9, and she followed up with both calls and emails to make sure that it was handled on a timely basisI did not find out about the delay until March 14, at which time I called and confirmed that the transfer would indeed be processed on March I then called Mr*** to let him know this, to apologize for the delay and explain the reason that it had occurredI later emailed him, sending him the paperworkAs I explained to him, the reason for the delay was due to a change in our securities affiliationOur affiliate had joined forces with another company and we decided to not to go with them, we chose to move our clients elsewhereIn the process of our old affiliate combining their client’s accounts with the new business arrangement they simply failed to handle Mr***’s transfer on a timely basisMr***’s should not have had to wait these extra days to get his moneyOur solution to this problem ever reoccurring, both offices have been advised to inform me personally if there are ever any overdue outgoing transfers pending

I am rejecting this response because: In part because most of the contact mentioned by Fisher financial were replies to my different issuesYES *** *** did call only after my complaint with the Revdex.comI didn't get the information about deposits accurately and did receive my money on March 17, but have not received one correspondence regarding the total amount of money or how much was held for taxesFisher financial has not followed up with me to insure the total process was completedFisher finance is in business with investment company and is suppose to be represent my interest while doing business through Fisher Financial.What I need to complete this action is to receive the paper work showing how much was on hand, how much was held for taxes

? "I will resend the paperwork correspondence to Mr.? ***.? Thanks, ***"

I am rejecting this response because: In part because most of the contact mentioned by Fisher financial were replies to my different issues. YES [redacted] did call only after my complaint with the Revdex.com. I didn't get the information about deposits accurately and did receive my money on March 17, 2016 but have not received one correspondence regarding the total amount of money or how much was held for taxes. Fisher financial has not followed up with me to insure the total  process was completed. Fisher finance is in business with investment company and is suppose to be represent my interest while doing business through Fisher Financial.What I need to complete this action is to receive the paper work showing how much was on hand, how much was held for taxes.

Regarding the items in Mr. [redacted]’s complaint letter; he became a client on April 23, 2013 and during this time he has been contacted seven times by email, three times by mail and at least three times by phone, according to our records, prior to January of 2016; we do not keep a record of simple...

calls only when action is needed. What prompted Mr. [redacted]’s complaint was the length of time that it took to transfer money that he had requested on February 9, 2016. This transfer should have taken three to four days, in the manner that he chose for the transfer to be completed. My assistant processed the transfer on February 9, 2016 and she followed up with both calls and emails to make sure that it was handled on a timely basis. I did not find out about the delay until March 14, 2016 at which time I called and confirmed that the transfer would indeed be processed on March 14. I then called Mr. [redacted] to let him know this, to apologize for the delay and explain the reason that it had occurred. I later emailed him, sending him the paperwork. As I explained to him, the reason for the delay was due to a change in our securities affiliation. Our affiliate had joined forces with another company and we decided to not to go with them, we chose to move our clients elsewhere. In the process of our old affiliate combining their client’s accounts with the new business arrangement they simply failed to handle Mr. [redacted]’s transfer on a timely basis. Mr. [redacted]’s should not have had to wait these extra days to get his money. Our solution to this problem ever reoccurring, both offices have been advised to inform me personally if there are ever any overdue outgoing transfers pending.

Consumer states that they have received a financial statement from [redacted]. The business provided  a monthly account statement. This does satisfy the request of the documentation needed. However, consumer remains dissatisfied with the manner in which Fisher Financial handled the situation.

"I will resend the paperwork correspondence to Mr. [redacted]. Thanks, [redacted]"

Review: [redacted] of Fisher Financial of Redding, CA Claimed in his bid for my business that he was concerned for seniors loosing their savings and would check on them while client's of his. In the several years he was investing my money he never once contacted me. Now I am closing my account it takes over a month after submitting my paper work and many calls from me with only one returned call informing me the didn't know the status of my money. This could be considered theft if not elder abuse. I still haven't been contacted on amounts coming to me or what is being held for tax purposes. I'm sure with the time lost my portfolio lost even more money.Desired Settlement: I want a prompt resolution with all supporting documents with closing figures and taxes withheld.

Business

Response:

Regarding the items in Mr. [redacted]’s complaint letter; he became a client on April 23, 2013 and during this time he has been contacted seven times by email, three times by mail and at least three times by phone, according to our records, prior to January of 2016; we do not keep a record of simple calls only when action is needed. What prompted Mr. [redacted]’s complaint was the length of time that it took to transfer money that he had requested on February 9, 2016. This transfer should have taken three to four days, in the manner that he chose for the transfer to be completed. My assistant processed the transfer on February 9, 2016 and she followed up with both calls and emails to make sure that it was handled on a timely basis. I did not find out about the delay until March 14, 2016 at which time I called and confirmed that the transfer would indeed be processed on March 14. I then called Mr. [redacted] to let him know this, to apologize for the delay and explain the reason that it had occurred. I later emailed him, sending him the paperwork. As I explained to him, the reason for the delay was due to a change in our securities affiliation. Our affiliate had joined forces with another company and we decided to not to go with them, we chose to move our clients elsewhere. In the process of our old affiliate combining their client’s accounts with the new business arrangement they simply failed to handle Mr. [redacted]’s transfer on a timely basis. Mr. [redacted]’s should not have had to wait these extra days to get his money. Our solution to this problem ever reoccurring, both offices have been advised to inform me personally if there are ever any overdue outgoing transfers pending.

Consumer

Response:

I am rejecting this response because: In part because most of the contact mentioned by Fisher financial were replies to my different issues. YES [redacted] did call only after my complaint with the Revdex.com. I didn't get the information about deposits accurately and did receive my money on March 17, 2016 but have not received one correspondence regarding the total amount of money or how much was held for taxes. Fisher financial has not followed up with me to insure the total process was completed. Fisher finance is in business with investment company and is suppose to be represent my interest while doing business through Fisher Financial.What I need to complete this action is to receive the paper work showing how much was on hand, how much was held for taxes.

Business

Response:

"I will resend the paperwork correspondence to Mr. [redacted]. Thanks, [redacted]"

Consumer

Response:

Consumer states that they have received a financial statement from [redacted]. The business provided a monthly account statement. This does satisfy the request of the documentation needed. However, consumer remains dissatisfied with the manner in which Fisher Financial handled the situation.