RBC Wealth Management Branch - Wellesley

Reviews

• OG

  Otis G

  Sep 27, 2024
  1.0
  I won't name her, but this young employee from RBC in Wellesley, MA is an absolute disgrace. As a beneficiary of my father's will, I requested from RBC to see a beneficiary form that my father "supposedly" signed (or to atleast give me the date he signed it). She was not helpful. You really believe I'm supposed to take your word that my father signed over his 401K to just one of his many children? Sorry, I don't think so. With all the grief I'm feeling from losing not only my mother, but my father this past year and a half, you'd think they'd know the laws and have some compassion. ALL she cared about was getting her commission. Shame on you for willingly taking advantage of an elderly man who had memory issues. I'll get that paper or date if it takes me 10 years. UPDATE: because my sister and RBC would not cooperate, my brother had to go through the stress of hiring a lawyer to obtain this one piece of paper. But he did get the form from his lawyer including the date our father signed it - which was not even 5 weeks after my mom died. Let me tell you this: my dad was under no right mind to be making important decisions or signing anything at that time. He was under dire stress with trying to put his condo on the market to sell, pressure of how he was going to get rid of 84 years of accumulated items he's had throughout his life - moving from a 2199 square foot home to a tiny 550 sq ft "cave" as he would call it, moving into a new assisted living facility (with a brand new caretaker) as well as grieving the death of his loving wife, with whom he was married for 64 years. He was in absolutely NO right frame of mind to be doing such a thing so soon after her death and with all that was going on in his world at that time.
• BG

  Brian Guagnini

  Sep 27, 2024
  1.0
  Shame on this office! Earlier this year, they aided in the manipulation of a frail, forgetful, elderly man by agreeing to accept a document that was signed (or forged) on a date after he suffered two seizures which severely hampered and negatively affected his cognitive ability to make a fair and reasonable major financial decision. As a result, one of my siblings was able to steal the $200,000 in my dad‘s 401(k) account! Not only did this office allow her to do that, they refused to show me the form my dad allegedly “signed.” THEN she told my sister that I inquired - very inappropriate. Matt Kehoe never would have allowed this to happen, he was the best!

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