Hewitt Financial Services LLC

Hewitt Financial Services LLC

Reviews: 1


Total views: 2244

Published: 07 April 2021

Posted by: Anonymous

Terrible customer service. Called to gain information about transferring funds to another investment company multiple times. Requested information regarding the current account and was initially denied requested information in a printed format (online was acceptable) regarding fees and other minimum balance information. Requested to speak with service specialist’s supervisor and again requested information and instead of offering to direct me where to find account information or have information sent to me insisted on getting back to me later. The supervisor became audibly angry during the phone call and even stated I was refusing to give my email address at one point during the phone call, though I had already given it to the previous service advisor (who remained on the phone call) and is on my account information since I had become an online account holder that very same day. The supervisor had a noticeable attitude during the duration of the phone call and further escalated to hanging up on me. This company charges very large fees and makes everything very difficult. Mailed statements cost $7.50, which they send automatically. In order to change you must call and set up an online account, it can not be easily done online using account info. I requested the statements stop being mailed multiple times before it occurred, all the while fees were being charged. For a financial institution they are not very helpful, nor do they attempt to keep your money. I was very surprised when I called to discuss transfer/rollover due to my dissatisfaction with account performance and no one that I spoke with offered to help direct me towards an account that would better serve what I was trying to accomplish, which was transfer the funds into a more aggressive performing account I would highly discourage anyone from using this company. After speaking to them on multiple occasions, I can say the customer service leaves much to be desired.

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