KB Financial Advisors

This outrageous $2k robbery

Tried to charge me $2000 for just a simple introductory planning meeting! Then when I tried to ask questions about their practice, he switched into sales mode and kept trying to get me to come in for an “introductory planning meeting”, which I eventually learned would cost me $2,000! I tried to ask even a bit more about their firm and he just kept repeating the sales pitch to get me in for an initial meeting.

Other planners I have talked to have been willing to spend over an hour talking with me on the phone for free about their background, practice, etc. and even then an initial meeting is at a reasonable hourly rate, not this outrageous $2k robbery. If you truly have something worthwhile to offer, you don’t try to grab a bunch of your client’s money right up front! Will NEVER work with these folks and will steer friends clear of them.

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1 review on KB Financial Advisors

  1. Awesome team to have my back!

    Jackie has been doing my taxes for several years now. I can’t express the relief I feel every year when we meet for taxes or anytime I have a question regarding 401K or any financial advice.

    Having Jackie take care of all my financial needs gives me a sense of security as well as a good direction for my financial future. Awesome team to have my back!

New Montgomery Street 90
San Francisco 94105 CA US
Get directions
Reported Loss :2000 $
Severity of Scam :Extremely High
Reported by : Anonymous
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