[redacted] ***, continually calling me and belittling me over the phoneI have asked him to stop calling as I am not interested in his business service During a conversation with [redacted] ***, who tells me that he is the owner of this business, I asked him to stop calling me as I am not interested in his business serviceHe continued to contact me more times today (2/14/18) after our initial call just to ridicule meMr [redacted] went so far as to compare me to his "teenage daughter"I told him to stop calling me and that I do not want to speak with him [redacted] responds back to me by saying-"If you don't want to speak with me then why do you keep answering the phone? Very unprofessional, completely inappropriate, and not an ethical business
marketing and email issues Email them to stop and they won't They will not answer their phones either I do not believe they are real people Company has been notified multiple (over a dozen) times to take me off their marketing email list Two of their employees have been emailing myself and others in my office and will not stop after repeated pleas to stop Names of folks emailing are Suzanne Lewis and [redacted] *** They go under the name retirement plan ratings
I've received over a dozen emails from this company trying to sell servicesI've request times since Dec to be removedNo response Since May, I've received emails from Theresa [redacted] Suzanne [redacted] and Eric [redacted] all from [redacted] All trying to sell me some sort of serviceI've never signed up for a list or communicated with anyone from their companyThere is no opt out in their email, so I emailed the company three times starting in Dec asking to be removedNo responseI continue to receive spam and want to be removed from their marketing list
I am a retired financial adviserI receive email from [redacted] at Consulting Connections, LLC / www.retirementplanratings.comI do not want to receive their email and have called times to ask them to remove me from their lists, I spoke with [redacted] on four of those occasionsShe has told me three of those times (she hung up on me mid-sentence one time) there will be no problem and I will be removed I have also left messages and emailed multiple times to be removed - and all to no availFor what it is worth, no one answers their general phone number In my opinion, this company is unethical
Retirement Plan Ratings/Consulting Connections LLC withdrew funds from my bank account fraudulently
I was emailed Oct by Suzanne Marzan my contact from Retirement Plan Ratings/Consulting Connections LLC about a lead for a 401k plan Oct31.She sent me an e-mail saying that she had an appointment for sale in my areaThe lead was within miles of Pittsburg,where I live & had $million balanceAlmost too good to be trueI agreed to purchase the lead on October 31st, telling MsMarzan that if I could come up with the money, I wanted the leadThe appointment was scheduled for Thurs Nov 3rdMsMarzan sent me authorization forms to fill out (numerous times) & send back to her with my bank info on Nov 1st & I began to attempt to pull together the $that the appointment costLater, MsMarzan informed me that the appointment had been cancelled & rescheduled for Fri, Nov 11thI told Suzanne that money was tight but this sou
I've received over a dozen emails from this company trying to sell servicesI've request times since Dec to be removedNo response
Since May, I've received emails from Theresa *** Suzanne *** and Eric *** all from *** All trying to sell me some sort of serviceI've never signed up for a list or communicated with anyone from their companyThere is no opt out in their email, so I emailed the company three times starting in Dec asking to be removedNo responseI continue to receive spam and want to be removed from their marketing list
*** ***, continually calling me and belittling me over the phoneI have asked him to stop calling as I am not interested in his business service
During a conversation with *** ***, who tells me that he is the owner of this business, I asked him to stop calling me as I am not interested in his business serviceHe continued to contact me more times today (2/14/18) after our initial call just to ridicule meMr*** went so far as to compare me to his "teenage daughter"I told him to stop calling me and that I do not want to speak with him*** responds back to me by saying-"If you don't want to speak with me then why do you keep answering the phone? Very unprofessional, completely inappropriate, and not an ethical business
Firm has failed to provide any of the contracted appointments
In January 2016, I contracted with *** *** Ratings (Consulting Connections)to set two 401(k) plan appointments For this, Consulting Connections received payment of $2,
In March 2016, no appointments had been set and the owner, *** ***, confirmed that if appointments were not set by the end of April, my payment would be refunded No appointments were set and the funds have not been refunded
In May / June 2016, one appointment was set However, the appointment was set with a company over 1/hours away from my location
I have emailed and called the company repeatedly over the past several weeks, all with no answer and no response
My options have been limited to either they voluntarily return the $2,fee OR I file a fraud theft complaint with the Florida Attorney General Per the conversation with the FL AG, theft of over $is a felony and punishable by up to years in pris
What a great experience with this companyLove how they called me back within an hour of my questionThe answer I was given was exactly what I neededI have been dealing with this company for about years now and enjoy doing business with them
marketing and email issues Email them to stop and they won't They will not answer their phones either I do not believe they are real people
Company has been notified multiple (over a dozen) times to take me off their marketing email list Two of their employees have been emailing myself and others in my office and will not stop after repeated pleas to stop Names of folks emailing are Suzanne Lewis and *** *** They go under the name retirement plan ratings
I entered into a contract with this coto provide a service within a specified time periodI paid them $They did not deliver*** not refund
After being solicited by RPR for a specific appointment opportunity, I entered into a contract on 8/22/with RPR (an appointment setting service) to schedule a specific appointment within a week periodI paid them $The terms of the contract state that if the appointment does not get scheduled by the end of weeks, I *** receive a full refundThey did not provide the appointment and have been evasive, not returning phone calls, emails etc
When I finally did get a response from *** *** (the solicitor), he indicated by email that he needed more timeI emailed him back that the time period had expired and I would like my money returnedAfter this first exchange, he did not return emails/phone calls for a period of time
I emailed both *** *** and *** *** on 9/20/18(owner of RPR) to inquire about my refund and
They are very aggressive and scare you by mentioning your trustee (in our case Fidelity) They say you MUST have a advisor and are required to have a plan review or risk being in non-compliance with the DOL They don't make it sound optional She says no charge It sounded like a required review I told her "put your request in writing, specifying exactly why our plan is not in compliance." She said can't do that, I would need to call the DOL and have them do a legal letter So...bottom line, after much wasted time and research, the whole thing is an unethical attempt to sell your name to a 401k advisor, and these guys get paid for the referrals DO NOT FALL for this
Consulting Connections, LLC engaged in 'bait and switch' sales tactics to sell an appointment lead generation program with a fraudulent appointment
Consulting Connections, LLC (specifically *** *** reached out to me on November 2nd, with a supposed appointment with a company in Arizona (Health Serices Holdings, Inc.) looking to discuss making changes with their 401k plan provider/advisorThey were represented to have $million dollars in their plan utilizing ADP as their plan provider I am an experience financial advisor who practices in retirement plan consulting, which is presumably why I was solicited by them/her
After much discussion and ***'s assurances that they (Health Services Holdings) were 'ready to meet and make a change' before the end of the year, I agreed to buy the lead but was told that I would have to purchase at least one other 'future' appointment Not wanting to sign up because of my prior experience in another competitor's program a ye
I am a retired financial adviserI receive email from *** *** at Consulting Connections, LLC / www.retirementplanratings.comI do not want to receive their email and have called times to ask them to remove me from their lists, I spoke with *** on four of those occasionsShe has told me three of those times (she hung up on me mid-sentence one time) there will be no problem and I will be removed
I have also left messages and emailed multiple times to be removed - and all to no availFor what it is worth, no one answers their general phone number
In my opinion, this company is unethical
I gave Retirement Plan Ratings $2,for qualified leads to plan sponsors looking to legitimately review their plan In years I got one lead to a mom and pop shop that was completely satisfied with their advisor and administrator and that is it They won't even return my calls Complete theft of service!!!!!!!!!!!!!!!!!!!!!!
RPR failed to deliver services within the specified period of timeRepeated attempts to hold RPR accountable to contractual obligations has failed
Retirement Plan Ratings is a scamThey promise service and do not deliver! We were solicited by RPR in November of They are a high pressure phone solicitor promising 401K and retirement referral services*** *** is the fast talking, spin doctor and *** *** is the ring leader of the scamThese guys scam financial companies by promising delivery of companies qualified for retirement plan servicesThey promise bill you after you have received service but require a credit card to holdThe moment you hang up the phone your card is charged and they never contact you again until you dispute the agreementIf you are lucky the fast talking *** *** will get on the line and tell you more liesThese guys are genuine ss!
[redacted] ***, continually calling me and belittling me over the phoneI have asked him to stop calling as I am not interested in his business service During a conversation with [redacted] ***, who tells me that he is the owner of this business, I asked him to stop calling me as I am not interested in his business serviceHe continued to contact me more times today (2/14/18) after our initial call just to ridicule meMr [redacted] went so far as to compare me to his "teenage daughter"I told him to stop calling me and that I do not want to speak with him [redacted] responds back to me by saying-"If you don't want to speak with me then why do you keep answering the phone? Very unprofessional, completely inappropriate, and not an ethical business
marketing and email issues Email them to stop and they won't They will not answer their phones either I do not believe they are real people Company has been notified multiple (over a dozen) times to take me off their marketing email list Two of their employees have been emailing myself and others in my office and will not stop after repeated pleas to stop Names of folks emailing are Suzanne Lewis and [redacted] *** They go under the name retirement plan ratings
Repeatedly asked to be removed from their mailing list They have ignored me [redacted]
I've received over a dozen emails from this company trying to sell servicesI've request times since Dec to be removedNo response Since May, I've received emails from Theresa [redacted] Suzanne [redacted] and Eric [redacted] all from [redacted] All trying to sell me some sort of serviceI've never signed up for a list or communicated with anyone from their companyThere is no opt out in their email, so I emailed the company three times starting in Dec asking to be removedNo responseI continue to receive spam and want to be removed from their marketing list
I am a retired financial adviserI receive email from [redacted] at Consulting Connections, LLC / www.retirementplanratings.comI do not want to receive their email and have called times to ask them to remove me from their lists, I spoke with [redacted] on four of those occasionsShe has told me three of those times (she hung up on me mid-sentence one time) there will be no problem and I will be removed I have also left messages and emailed multiple times to be removed - and all to no availFor what it is worth, no one answers their general phone number In my opinion, this company is unethical
Retirement Plan Ratings/Consulting Connections LLC withdrew funds from my bank account fraudulently
I was emailed Oct by Suzanne Marzan my contact from Retirement Plan Ratings/Consulting Connections LLC about a lead for a 401k plan Oct31.She sent me an e-mail saying that she had an appointment for sale in my areaThe lead was within miles of Pittsburg,where I live & had $million balanceAlmost too good to be trueI agreed to purchase the lead on October 31st, telling MsMarzan that if I could come up with the money, I wanted the leadThe appointment was scheduled for Thurs Nov 3rdMsMarzan sent me authorization forms to fill out (numerous times) & send back to her with my bank info on Nov 1st & I began to attempt to pull together the $that the appointment costLater, MsMarzan informed me that the appointment had been cancelled & rescheduled for Fri, Nov 11thI told Suzanne that money was tight but this sou
I've received over a dozen emails from this company trying to sell servicesI've request times since Dec to be removedNo response
Since May, I've received emails from Theresa *** Suzanne *** and Eric *** all from *** All trying to sell me some sort of serviceI've never signed up for a list or communicated with anyone from their companyThere is no opt out in their email, so I emailed the company three times starting in Dec asking to be removedNo responseI continue to receive spam and want to be removed from their marketing list
*** ***, continually calling me and belittling me over the phoneI have asked him to stop calling as I am not interested in his business service
During a conversation with *** ***, who tells me that he is the owner of this business, I asked him to stop calling me as I am not interested in his business serviceHe continued to contact me more times today (2/14/18) after our initial call just to ridicule meMr*** went so far as to compare me to his "teenage daughter"I told him to stop calling me and that I do not want to speak with him*** responds back to me by saying-"If you don't want to speak with me then why do you keep answering the phone? Very unprofessional, completely inappropriate, and not an ethical business
Firm has failed to provide any of the contracted appointments
In January 2016, I contracted with *** *** Ratings (Consulting Connections)to set two 401(k) plan appointments For this, Consulting Connections received payment of $2,
In March 2016, no appointments had been set and the owner, *** ***, confirmed that if appointments were not set by the end of April, my payment would be refunded No appointments were set and the funds have not been refunded
In May / June 2016, one appointment was set However, the appointment was set with a company over 1/hours away from my location
I have emailed and called the company repeatedly over the past several weeks, all with no answer and no response
My options have been limited to either they voluntarily return the $2,fee OR I file a fraud theft complaint with the Florida Attorney General Per the conversation with the FL AG, theft of over $is a felony and punishable by up to years in pris
What a great experience with this companyLove how they called me back within an hour of my questionThe answer I was given was exactly what I neededI have been dealing with this company for about years now and enjoy doing business with them
marketing and email issues Email them to stop and they won't They will not answer their phones either I do not believe they are real people
Company has been notified multiple (over a dozen) times to take me off their marketing email list Two of their employees have been emailing myself and others in my office and will not stop after repeated pleas to stop Names of folks emailing are Suzanne Lewis and *** *** They go under the name retirement plan ratings
Repeatedly asked to be removed from their mailing list They have ignored me
***
I entered into a contract with this coto provide a service within a specified time periodI paid them $They did not deliver*** not refund
After being solicited by RPR for a specific appointment opportunity, I entered into a contract on 8/22/with RPR (an appointment setting service) to schedule a specific appointment within a week periodI paid them $The terms of the contract state that if the appointment does not get scheduled by the end of weeks, I *** receive a full refundThey did not provide the appointment and have been evasive, not returning phone calls, emails etc
When I finally did get a response from *** *** (the solicitor), he indicated by email that he needed more timeI emailed him back that the time period had expired and I would like my money returnedAfter this first exchange, he did not return emails/phone calls for a period of time
I emailed both *** *** and *** *** on 9/20/18(owner of RPR) to inquire about my refund and
They are very aggressive and scare you by mentioning your trustee (in our case Fidelity) They say you MUST have a advisor and are required to have a plan review or risk being in non-compliance with the DOL They don't make it sound optional She says no charge It sounded like a required review I told her "put your request in writing, specifying exactly why our plan is not in compliance." She said can't do that, I would need to call the DOL and have them do a legal letter So...bottom line, after much wasted time and research, the whole thing is an unethical attempt to sell your name to a 401k advisor, and these guys get paid for the referrals DO NOT FALL for this
Consulting Connections, LLC engaged in 'bait and switch' sales tactics to sell an appointment lead generation program with a fraudulent appointment
Consulting Connections, LLC (specifically *** *** reached out to me on November 2nd, with a supposed appointment with a company in Arizona (Health Serices Holdings, Inc.) looking to discuss making changes with their 401k plan provider/advisorThey were represented to have $million dollars in their plan utilizing ADP as their plan provider I am an experience financial advisor who practices in retirement plan consulting, which is presumably why I was solicited by them/her
After much discussion and ***'s assurances that they (Health Services Holdings) were 'ready to meet and make a change' before the end of the year, I agreed to buy the lead but was told that I would have to purchase at least one other 'future' appointment Not wanting to sign up because of my prior experience in another competitor's program a ye
I am a retired financial adviserI receive email from *** *** at Consulting Connections, LLC / www.retirementplanratings.comI do not want to receive their email and have called times to ask them to remove me from their lists, I spoke with *** on four of those occasionsShe has told me three of those times (she hung up on me mid-sentence one time) there will be no problem and I will be removed
I have also left messages and emailed multiple times to be removed - and all to no availFor what it is worth, no one answers their general phone number
In my opinion, this company is unethical
I gave Retirement Plan Ratings $2,for qualified leads to plan sponsors looking to legitimately review their plan In years I got one lead to a mom and pop shop that was completely satisfied with their advisor and administrator and that is it They won't even return my calls Complete theft of service!!!!!!!!!!!!!!!!!!!!!!
RPR failed to deliver services within the specified period of timeRepeated attempts to hold RPR accountable to contractual obligations has failed
s!
Retirement Plan Ratings is a scamThey promise service and do not deliver! We were solicited by RPR in November of They are a high pressure phone solicitor promising 401K and retirement referral services*** *** is the fast talking, spin doctor and *** *** is the ring leader of the scamThese guys scam financial companies by promising delivery of companies qualified for retirement plan servicesThey promise bill you after you have received service but require a credit card to holdThe moment you hang up the phone your card is charged and they never contact you again until you dispute the agreementIf you are lucky the fast talking *** *** will get on the line and tell you more liesThese guys are genuine s
Very unscrupulous companyNo one there can take the time to return an email or phone message or do what they say they willDo not trust them