McGehee Davis & Associates

Made No Sense And Unanswered Phone Calls

My husband and I were clients of McGehee Davis & Associates for years. We were fairly happy while using them for our tax preparation.

However, when Financial Planner became part of their business title, we gave them the benefit of the doubt and moved our IRAs to their recommended brokerage.

We thought we could trust this company, but much to our dismay they caused one of our small accounts to lose $15,000 in 3 quarters while the other stagnated in a bull market.

When asked for an accounting of the trades/investments that led to this loss, we were left with a depleted wallet, excuses that made no sense and unanswered phone calls.

I would not recommend this business to manage money at any level, nor would I trust them to do something as simple as taxes. Proceed with extreme caution.

Is McGehee Davis & Associates a legit?

McGehee Davis & Associates is not running a legit business. They are not aggressive towards customer satisfaction and complaint grievance redressal, Hence 2 consumer[s] submitted negative ratings, and only a few left positive feedback.

Where is McGehee Davis & Associates located?

McGehee Davis & Associates is headquarted at 6900 W 44th Ave Wheat Ridge, CO 80033. You can contact McGehee Davis & Associates by dialing (303) 421-0220 or visit their website N/A.

How much monetary loss is incurred by McGehee Davis & Associates’s customers?

According to McGehee Davis & Associates’s customers, a monetary loss of US $2356 has been reported. The severity of entire incident reports is high.

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2 Reviews on McGehee Davis & Associates

  1. I would recommend them to anyone.

    I’ve been with McGehee Davis & Associates for years, I would recommend them to anyone.

  2. Proceed with extreme caution.

    My husband and I were clients of this business for years. We were fairly happy while using them for our tax preparation. However, when Financial Planner became part of their business title, we gave them the benefit of the doubt and moved our IRAs to their recommended brokerage.

    We thought we could trust this company, but much to our dismay they caused one of our small accounts to lose $15,000 in 3 quarters while the other stagnated in a bull market.

    When asked for an accounting of the trades/investments that led to this loss, we were left with a depleted wallet, excuses that made no sense and unanswered phone calls.

    I would not recommend this business to manage money at any level, nor would I trust them to do something as simple as taxes. Proceed with extreme caution.

Reviews: 2
Reported Loss : 2356 $
Severity : High
Reported by : Anonymous
Views :