Moore Financial Services Group, LLC - Riverside, California

Address: 11801 Pierce St, Riverside, CA 92505, United States.
Phone: 9517103118.

Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 1/5.

Location of Moore Financial Services Group, LLC

9517103118

Moore Financial Services Group, LLC is a financial planning firm located at Address: 11801 Pierce St, Riverside, CA 92505, United States. They can be reached at Phone: 9517103118. The company specializes in providing financial planning services.

Their office is wheelchair-accessible, with designated parking spaces, an accessible entrance, and accessible toilets. They also have toilets available for use.

According to Google My Business, Moore Financial Services Group, LLC has received 1 review with an average rating of 1/5. While the number of reviews is limited, it is important to consider all available information when making a decision about working with a financial planner.

When searching for a financial planner, it is important to consider factors such as experience, qualifications, and compatibility with your financial goals and values. It is recommended that you schedule an initial consultation with the financial planner to discuss your needs and determine if they are the right fit for you.

During the consultation, be prepared to discuss your financial goals, current financial situation, and any concerns or questions you may have. This will allow the financial planner to get a better understanding of your needs and provide personalized recommendations.

Reviews of Moore Financial Services Group, LLC

Moore Financial Services Group, LLC - Riverside, California

KIMLA BRECHT

1/5

When I was newly retired, I had 2 savings accounts: a tax-deferred annuity and a Roth IRA, growing well in mutual funds; however, I was ready to do something less volatile.

Perhaps because I was a long-time saver/investor, Matt found me "at the right tine" via what's similar to a robocall. I did not know him, but he had valid credentials as a financial planner; so, I agreed to hear him out.

Matt suggested an account in which he himself was not invested, but looked good on paper - growth was supposed to occur if the market did well.

I should have asked what his commission was, as I'm sure that info would have knocked some sense into me.

During my 4 years in his recommenced investment, the market climbed and the "returns" were as good as stuffing cash in a mattress. During those 4 years, I ignored his attempts to convince me to withdraw money and invest it in another one of his recommendations because (1) I was losing confidence in him, and (2) Withdrawing money to invest elsewhere meant another commission for him.

I found another investment guaranteeing 4.5% dividends and designed an excel sheet to calculate how long it would take me to exceed the 1% yield I was getting thru Moore, paying penalties for early withdrawal. This was a good move for me, as I considered my 4 years with him as lost growth opportunity, plus a hefty non-refundable commission paying Matt to recommend such a poor choice. Actually, his commission is refundable during the first 30 days - how can you tell in 30 days how good an investment recommendation is?

No one cares more about your hard-earned savings than yourself. Do some research and handle your money yourself.