Customer Reviews & Ratings
Complaint Posted 12/9/2017
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I don't recommend investing with this firm. Claims to act in the best interest of the client as a fiduciary. This is deceiving esp. since the firm collects the sales commission upfront for each investment. I asked for clarification for one of the investments multiple times, however, never received written answers. Was originally told that the investment (a REIT) will be sold within 2 years. On a recent phone call I am now told that it will take 5 to 7 years. In the mean time, the value of the investment keeps going down even though the market is clearly moving upwards.
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Additional Business Information
Hours   Monday - Friday 8:30am - 5:00pm <br> Please call for an appointment (877) 829-9227 Phone   (949) 502-7001 Address   16510 Bake Parkway, Suite 100
Irvine, CA 92618
Website Email
Contact   David Kanani Other  
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