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Knowledge First Financial

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Reviews Investment Management Knowledge First Financial

Knowledge First Financial Reviews (2)

we have deposited minthly amounts since our daughter was bornshe is attending college this Fall last fall, 2014, I began communicating with the Sales Rep assigned to my daughters accounts to ensure I woukd have everything in place for her college startforms to be completed? done and sent to the rep by January verificatuon of acceptance at the college? completed and sent to Knowledge fitprst by the collegeemails to rep in May and June confirming all good? yes! everything has been receivedno worries! one day before tge deadline of July 30th letter recieved saying RESPs had been delayed for maturity to 2016! *** phone callsproof of documents sent and received confirmed by customer service repsapologies for errorassurance money would be received soonsales rep says " sorry the transfer process has noy gobe smoothly " letter received today Aug thanking me for formsall we need now is verification of enrollment*** ***

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