Retreat

We have reviewed this client's account and issuesSafe Harbor makes every effort to satisfy our clients' needs and goalsThis client signed up for our Personal Financial Services Program over a year ago in April of Since that time, we have provided many services as part of the program including access to our Wealth Advisors and her personal financial websiteIn addition, Safe Harbor helped her through her Student Loan program and provided documentation services to help her consolidate her loansAs a result of this process, she was able to reduce her loan payments by over $per month which can result in thousands in savings to her throughout the term of her program! We were very excited to have been part of this process As part of her agreement with us for her "PFSP", she agreed to pay a base administrative fee which we allow our clients to pay over a month installment period if they need toAfter continually trying to contact her for her renewal process through all means available to us, she finally got back to us this last weekShe was upset, claiming that we did not take care of her account and that she wanted to be released from her program and obligations to us Safe Harbor has a very liberal cancellation policy and immediately released her from her agreement and any future obligations to usWe also invited her to feel free to contact us at anytime in the future should she have any questions about her program or needed any guidanceWe have attached a copy of her agreement here for your review as well as a copy of the recent correspondence and letter of release from our program which was sent to her earlier this week email chain of her cancellation process below: Letter sent immediately after her conversation with our business department on 6/27/16: Hello Ms [redacted] , I am very sorry to hear of your dismay at thinking we dropped the ball as it relates to our reaching out to you concerning your renewal appointment with usWe sent your notification to this email address and tried calling you numerous times without success as well Our clients are overwhelmingly satisfied with our servicesThat's why we maintain an A+ rating with the Revdex.comOur cancellation policy is very liberal and although you are currently in contract with us, if you would like to cancel, we will allow you to do so without further financial obligation on your part If you would like to cancel, please send an email to [email protected] requesting early termination ad we will get it processed right awayI have attached a copy of your agreement with Safe Harbor in case you misplaced yours Should you have any questions down the road, please feel free to call on us Regards, SafeHarbor Financial Letter sent confirming her cancellation and release from contract sent on 6/27/16: Dear Ms [redacted] , We are in receipt of your request to cancel your services with Safe Harbor Financial and have cancelled your services as requested by youAs this request was made by you outside of your cancellation period as detailed in your agreement with us and Safe Harbor has spent significant time working with your file, we are unable to refund any amounts already paid for our services However, since we are agreeing to cancel your agreement at this time, no further charges to your account will be made and you are hereby released from any further financial obligations to Safe HarborAttached, please find another copy of your approved agreement with Safe Harbor for your reference Best Regards, Safe Harbor Financial Business Department

Revdex.com:I have reviewed the response made by the business in reference to complaint ID ***, and find that this resolution is satisfactory to meSincerely, *** ***
P.s this matter is resolved and satisfied

We have been in contact with this client and we have mutually come to an amicable resolutionMs ***, in exchange for a partial refund of $350.00, has agreed to resolve this dispute as 'fully satisfied" and she has agreed to ask you to remove this complaint entirely from your systemAttached is the signed agreement from her to us concerning the sameWe have sent her the re-imbursemnt and she has agreed to follow up with you once she has received itPlease let me know if there is anything else you need from me
Thanks
Allan

Complaint: [redacted]I just seen this and that is not correct your message went to my spam folder and I talked to them prior to sending this complaint to you. I informed them that I was misinformed in my initial conversation with them they told me they would send me the transcript since all of their phone conversations are recorded but they never did the guy I talked to first told me th I ng that were incorrect when it came to my student loan and I was deceived on what they said they did.  This case is not done I will file another complaint if  nessacery

We have reviewed this client's account and issues. Safe Harbor makes every effort to satisfy our clients' needs and goals. This client signed up for our Personal Financial Services Program over a year ago in April of 2015. Since that time, we have provided many services as part of the program...

including access to our Wealth Advisors and her personal financial website. In addition, Safe Harbor helped her through her Student Loan program and provided documentation services to help her consolidate her loans. As a result of this process, she was able to reduce her loan payments by over $300 per month which can result in thousands in savings to her throughout the term of her program! We were very excited to have been part of this process. 
As part of her agreement with us for her "PFSP", she agreed to pay a base administrative fee which we allow our clients to pay over a 36 month installment period if they need to. After continually trying to contact her for her renewal process through all means available to us, she finally got back to us this last week. She was upset, claiming that we did not take care of her account and that she wanted to be released from her program and obligations to us.
Safe Harbor has a very liberal cancellation policy and immediately released her from her agreement and any future obligations to us. We also invited her to feel free to contact us at anytime in the future should she have any questions about her program or needed any guidance. We have attached a copy of her agreement here for your review as well as a copy of the recent correspondence and letter of release from our program which was sent to her earlier this week.
email chain of her cancellation process below:
Letter sent immediately after her conversation with our business department on 6/27/16:
Hello Ms [redacted],
I am very sorry to hear of your dismay at thinking we dropped the ball as it relates to our reaching out to you concerning your renewal appointment with us. We sent your notification to this email address and tried calling you numerous times without success as well. 
Our clients are overwhelmingly satisfied with our services. That's why we maintain an A+ rating with the Revdex.com. Our cancellation policy is very liberal and although you are currently in contract with us, if you would like to cancel, we will allow you to do so without further financial obligation on your part.
If you would like to cancel, please send an email to [email protected] requesting early termination ad we will get it processed right away. I have attached a copy of your agreement with Safe Harbor in case you misplaced yours.
Should you have any questions down the road, please feel free to call on us
Regards,
SafeHarbor Financial
 
Letter sent confirming her cancellation and release from contract sent on 6/27/16:
Dear Ms [redacted],
We are in receipt of your request to cancel your services with Safe Harbor Financial and have cancelled your services as requested by you. As this request was made by you outside of your cancellation period as detailed in your agreement with us and Safe Harbor has spent significant time working with your file, we are unable to refund any amounts already paid for our services. 
However, since we are agreeing to cancel your agreement at this time, no further charges to your account will be made and you are hereby released from any further financial obligations to Safe Harbor. Attached, please find another copy of your approved agreement with Safe Harbor for your reference.
Best Regards,
Safe Harbor Financial
Business Department