Northwest Financial & Tax Solut...Unreliable Service
Don’t get involved my mom has been with Northwest Financial & Tax Solutions for years but in the last two there services have become unreliable and they are untrustworthy.
I have had to get involved to get some answers for my mom and the story is always changing with Jason lambert.
Now in the last few days after I have told there office that I was just about to involve third party my mother has gotten more return call from him then before very little follow-through without the need to prod.
Me and my mother have requested countless times to talk to mr. Dickson five times to be exact.
And still no luck he is the founder president ceo. It’s like they are gate keeping.
I have a hard time believing that mr. Dickson would allow his office to be allowed to run in this manner.
There are more things to the problem then I have time for to share bottom line is not reliable I’m going to hopefully get ahold of Mr Dickson oh and on a small note my mom had left an voice mail for Dickson and specifically asking mr. Dickson to call her instead Jason was the one to return the call.
4 Reviews on Northwest Financial & Tax Solutions
Best Decisions Ever
The team is knowledgeable and helpful. We never had realized how important a plan was until working with this team.
All I can say is, do your homework. We had a friend who recommended Jeff Dixon and his NW Financial & Tax Solutions. We attended his “free dinner” presentation and subsequently turned our entire IRA savings over to him.
We told him we were not interested in annuities, he convinced us to purchase 5 annuities. He sold us on investments that are not publicly traded and failed to advise us to diversify our funds, instead sold us heaVy on REITS and energy sector investments. Jeff touted the great returns when these investments closed and the subsequent “liquidity events”. Well here we are, more than 8 years later, and we have 5 investments still tied up.
We were extremely unhappy with Jason Lambert when he became our advisor. Arrogant and unhelpful come to mind. We moved our investments to a different advisor, but these investments are struck in a black hole and we are paying hundreds of dollars each year to have a custodial company hold these investments for us. And we have no idea when we will be able to get our money out of these investments.
Fantastic experience and great understanding
I love this company. I have been working with them for 6 years and it was the best decision I have ever made
Clarissa helped me with a quote and she was so professional and personable. Thank you! 🙂