Equitable Advisors

Reviews

• CP

  Catherine Price

  Dec 30, 2024
  1.0
  I have never had such an awful experience with a company in my life. Pick literally ANY other company than equitable to handle your investments. My advisor is Jacobie Greene, I reached out him August 28th 2024 to withdraw from my 403b as I had just had a baby and left my position at Brevard County Schools. He called me and let me know it would be simple and quick. Well, I’m writing this on December 30th, 2024 and zero progress has been made. First, he gave me the wrong paperwork to fill out. Then, because I went through quick enroll, I had to wait until mid October to meet with him to sign paperwork. He assured me he would send the paperwork in that day. Every time I reach out to Jacobie, he does not respond to me or return my calls. He has me go through his secretary, that I have to send a follow-up email on every single time to get a response. Customer service said they never received the signed paperwork from Jacobie. Jacobie still refuses to return my call or acknowledge or apologize for how awful he has handled this. My taxes will be ruined since I clearly won't be getting the withdrawal within the year of my qualifying event. Was hoping to have this money for the holidays as a first time mother who just left her job. Everyone I contact in this company gives me a different answer or hangs up on me after leaving me on hold for 20 minutes. I have cried at least half a dozen times out of frustration from this situation. No one helps me, my "advisor," does anything but advise. I'm completely on my own, jumping from employee to employee, no one offering a solution. This is truly the most incompetent company I have ever had the displeasure of doing business with. I will make sure everyone at Brevard Public Schools knows to chose literally any company but Equitable for their investments.
• ML

  Mia Lawson

  May 6, 2024
  1.0
  I have been trying to reach out to this company for years. Richard Allen is my advisor. I've been sending emails back to back. I would not recommend this company to anyone at all.
• VM

  Victor Martin

  May 28, 2020
  5.0
  Very helpful team of advisors.
• KC

  Kelley Carpenter

  Sep 19, 2018
  1.0
  So disappointed. When you need to ask a simple question about account. It is impossible. Their customer service has been terrible.

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