Dragon Financial Group

Never Returns Calls

Dragon Financial Group never returns calls, stalls with constant paperwork, never communicates that they are missing documents unless you constantly follow up.

In my opinion they are giving us the run around so they can suck accounts dry.

It’s hard to say since they STILL have not provided me with detailed statements of the accounts despite repeated requests for them.

If you have an account with this company I would pull it out and move it somewhere else, because if you die with your funds in there, your family or whomever you chose to get the funds won’t see it. We still haven’t.

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4 reviews on Dragon Financial Group

  1. This company never returns calls

    This company never returns calls, stalls with constant paperwork, never communicates that they are missing documents unless you constantly follow up.

    In my opinion they are giving us the run around so they can suck accounts dry. It’s hard to say since they STILL have not provided me with detailed statements of the accounts despite repeated requests for them.

    If you have an account with this company I would pull it out and move it somewhere else, because if you die with your funds in there, your family or whomever you chose to get the funds won’t see it. We still haven’t.

  2. BUYER BEWARE! and HE'S NOT CHEAP FOR SUCH LACK_LUSTER SERVICE.

    Not all that this guy is made out to be. These reviews have to be made up. It seems that there is always a new one each month, like clock-work. Seems fishy to me.

    Anyway, went to see this guy. Never returns phone calls. Never on time. Sticks you with one of his flunky assistants rather than truely take an interest in you.

  3. Scammer

    Walter is very selfish. He never shows up on time for any appointment. He never returns any calls. He never returns any emails. You can call him and call him but his secretary will just tell you that he is busy and will get back to you but he never does.

    He doesnt have any good advice to give you. In fact, he will turf you off to some inexperienced high school drop out to review stupid stuff like your will instead of himself getting into straightening out your finances.

    He charges an incredibly high fee of $1200 then stick you will these flunkies at a rate of $300/hour with the instructions that you need to work with them while he figures out your finances.

    But he never gets back to you about those finances and the flunkie uses up all the money writing you unusable emails and unusable graphs attached to the emails.

    So unless you are a millionaire, dont see this guy. He really doesnt care about anyone except those that can get him personally tons of money to stash in his personal wallet

  4. Found about this company through a friend who has been a long time customer of theirs.

    Found about this company through a friend who has been a long time customer of theirs. I’m completely happy with the service I received. They offered us a tailored solution to our needs. My husband and I have improved our financial situation significantly and we have a clear strategy now! Many many thanks!

South El Camino Real 1700
San Mateo 94402 CA US
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Reviews:4
Reported Loss :4332 $
Severity of Scam :High
Reported by : Anonymous
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