Retirement Plan Ratings - Greenacres, Florida

Retirement Plan Ratings - Overview

When considering retirement planning services, it's crucial to evaluate the quality and reliability of the provider. Retirement Plan Ratings, located at Address: 3900 Woodlake Blvd STE 303, Greenacres, FL 33463, offers financial planning services specifically tailored for retirement planning. To reach them, you can call 5618682466.

Contact Information & Special Features

For individuals seeking retirement planning services, Retirement Plan Ratings stands out not only for its location's accessibility features but also for its specialization in financial planning. However, potential clients should be cautious due to the average opinion of 1.3 out of 5 on Google My Business. This indicates a significant room for improvement in customer satisfaction.

Key Characteristics and Recommendations

- Specialties: As a Financial Planner, the firm likely offers a comprehensive range of services including retirement plan analysis, investment advice, and goal setting. However, the quality of these services varies, as indicated by the low average opinion.

- Accessibility: The site's wheelchair accessibility is a notable feature for those with mobility issues, ensuring that services are available to a wider audience.

- Customer Reviews: With only 9 reviews on Google My Business, it's challenging to gauge the full extent of the service quality. The low average rating suggests that it might be beneficial to seek reviews from additional sources or to inquire directly about specific concerns before making a decision.

- Recommendations for Prospective Clients:
- Seek Out Additional Reviews: Given the low number and average rating, consider looking for reviews on other platforms or reaching out to current or past clients for firsthand experiences.
- Direct Inquiry: Contact the firm directly with specific questions about their retirement planning services and how they address the concerns highlighted in the few available reviews.
- Evaluate the Team: Ask about the qualifications and experience of the financial planners. A firm with knowledgeable and experienced professionals might offer better value despite the low ratings.
- Consider Free Consultations: If available, taking advantage of any free initial consultations can provide a clearer picture of the service's quality and whether it aligns with your needs.

👍 Reviews of Retirement Plan Ratings

Cedar J.

1/5

Terrible to deal with. They sell a plan to provide leads for 401K Advisors and it's very expensive. The problem is the leads, if any, are recirculated leads that have been sold, and pitched, to other Advisors as recently as 6 months ago; just ask the appointment. You pay a couple thousand for a lead only to have to cancel, or find out there is absolutely no opportunity. Customer Service will sting you along until the refusal period is in jeopardy from your CC company and/or Bank. Trying to get a refund is impossible. They are using the money to make rent and payroll without providing what they promise. I wish I had never seen their unsolicited email about "A Lead in my area"! What a joke!

Paul L.

1/5

Zero Stars for this crooked company. Worst company I've ever contracted with. Shame on me! Should have done more research. Hope the owner finds his way behind bars!!! Stole my money with nothing in return.

Frank N.

1/5

Check their BBB ratings. One of the worst companies I've ever come across. Have been trying to get removed from their email list for years. Multiple BBB investigations, emails back and forth and promises from RPRs. If you are reading this avoid this company at all costs.

Mike M.

1/5

Terrible company to work with. They are supposed to be a lead generation service. However, when they reach out to potential clients they lie to get appointments.

After 8 months of not receiving what was in our contract, we requested refund which was not given.

Do not work with this company.

Jenn S.

1/5

Just got a solicitation call and she was pushy and rude. She used the names of "big agencies" to try and get my attention after repeated attempts saying I'm not interested. Seems really shady to me.

William P.

1/5

they took my money, never supplied a qualified 401k lead, now, will not refund my $....they are a bunch of crooks....

Yale B.

1/5

A company that steals money and gives you nothing in return- complete fraud.

George O.

1/5