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My New Financial Advisor, Inc.

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Reviews My New Financial Advisor, Inc.

My New Financial Advisor, Inc. Reviews (3)

Review: The service department and owner will not return my calls or emails. According to my contract, I am entitled to a full refund if they did not meet there obligations. They will not refund my 2000.Desired Settlement: I would like the full 2,000 credited back to my Amex card or delivery of my 10 referral leads.

Review: I joined my new financial advisor on a 30 day free trial basis. Before the 30 days had passed, I tried to cancel my membership. However, I was unable to do so because they do not have an active phone number or active email response. They do however have the ability to still charge me $100 for a service I never used! I have been trying to get any response I possibly can from then, but no one has gotten back to me still.Desired Settlement: I would like a refund in full of my membership fee of $100 and I want my membership canceled.



The company has a dedicated client service team and received no communication whatsoever from the customer. Due to SEC/FINRA regulatory/compliance concerns regarding the customer, the account was cancelled.

Review: I have tried repeatedly to cancel my service with My New Financial Advisor. They cannot be contacted via phone (disconnected number), and do not respond to emails. They continue to charge for their "service" after attempts to cancel via email.The "service" they provide is not worth it. Buyer beware.Desired Settlement: I would like the last three months of payments refunded.

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Address: 1187 Coast Village Road Suite 546, Montecito, California, United States, 93108


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