★★★☆☆
Working with Equitable Advisors, LLC has been a nightmare. Everyone from our advisor to customer service (with the exception of Christopher)has been unprofessional, ill-equipped, and uninterested in doing right by the client. They have held our money hostage, and despite six months of trying to transfer funds and three months of persistent calls to expedite the process, we have made no progress.
Their customer service provides no meaningful insights beyond what’s minimally available on their website and they only handle papers via mail or fax which inevitably gets lost. My account closure request remains unfulfilled after 6 months, and their inability to verify any papers raises serious questions about their competence. If I could, I would give them zero stars. Avoid this company at all costs.
I fully anticipate that this company will go bankrupt and we will never see our earned money and having to be a part of a class action suit where thousands of clients will have similar negligence stories.
★★★☆☆
I strongly advise against engaging with Equitable Advisors, LLC. My experience has been profoundly disappointing, particularly with their customer service. Despite multiple attempts to gain deeper insights into my account, the information provided was no more enlightening than what's already available on their website, which is minimal at best. Efforts to escalate my concerns were met with resistance; requests to speak with a supervisor resulted in the call being abruptly terminated.
My dissatisfaction extends to the handling of my request to close my account, which remains unfulfilled three weeks later. The delay in disbursing my funds and their apparent inability to verify a bank account cast serious doubts on their competence in managing financial affairs. If it were possible to rate my experience, I would not hesitate to assign a zero-star rating. Proceed with caution.
★★★☆☆
I had a disappointing experience with Sergio Jaramillo. He came across as unprofessional and offered unsolicited advice. When I mentioned that my family business was my grandfather’s, he suggested that I should give up on it and pursue real estate instead, stating that ‘everyone’ in the office was in real estate. I’m not sure what kind of ‘advice’ this company is aiming to provide, but it certainly wasn’t financial guidance—it felt more like unwelcome and poorly thought-out suggestions.