Gregory Averesch - Financial Advisor, Ameriprise Financial Services, LLC - Findlay, Ohio

Eigono K.

I updated my details in my account and it asked me to review my advisor, so I obliged and didn’t hold back. And I guess their internal ratings travel fast because he then became accountable and on record so he got offended and called me. He didn’t call or respond to my email 3 months ago when I tried to find out how to transfer funds into my account from an outside account before the end of the year. And he left a voicemail sounding just as disinterested and defensive as he did when I met him for the first time last summer to transfer my money into a more market-driven growth fund. I did not have a large amount due to it being in a flat, low return, off-market account for a decade but the only way I could correct this was to meet an advisor to make the switch into a stocks-based portfolio, and hopefully then the investment would grow. But first I was forced to meet an advisor to make this change and he was closest at that time. And sure enough, as I expected, since I was not a lucrative high roller for him, I got a lot of “wasting my time” innuendo. He even mentioned Fisher investments in order to get me gone, and shared some words of wisdom his father gave him to never turn down even the smaller investors because “you never know when they might win the lottery and have more money to invest”. What a selfless guy. And once again, in his voicemail he tried to funnel me to a different advisor and tried to litigate his defense in response to the low ratings I gave him. I guess before I was just a low return annoyance for him, but now I’m causing a wrinkle in his internal rating. Well, here’s another one for you, Greg. And don’t worry, I was already looking for your replacement, someone who appreciates client accounts large and small, regardless of their opportunity cost.