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Business Profile

No License Required Financial Consultants

Aviso Wealth

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in No License Required Financial Consultants.

Complaints

Customer Complaints Summary

  • 1 complaint in the last 3 years.
  • 1 complaint closed in the last 12 months.

If you've experienced an issue

Submit a Complaint

The complaint text that is displayed might not represent all complaints filed with BBB. Some consumers may elect to not publish the details of their complaints, some complaints may not meet BBB's standards for publication, or BBB may display a portion of complaints when a high volume is received for a particular business.

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Complaint status

Complaint type

  • Initial Complaint

    Date:04/12/2024

    Type:Delivery Issues
    Status:
    Resolved
    Resolved:
    The complainant verified the issue was resolved to their satisfaction.
    Unresolved:
    The business responded to the dispute but failed to make a good faith effort to resolve it.
    Answered:
    The business addressed the issues within the complaint, but the consumer either a) did not accept the response, OR b) did not notify BBB as to their satisfaction.
    Unanswered:
    The business failed to respond to the dispute.
    Unpursuable:
    BBB is unable to locate the business.
    I have been trying to close an account and withdraw funds from an RESP as per their advisory team due to a merge. I have been in contact many times with them and keep getting told they will talk to a manager or supervisor for months now. Nothing has happened still. My bank has also contacted them and basically get the run around as well.

    Business Response

    Date: 24/12/2024

    Dear Mr. ******************* you for bringing your concerns to our attention. Aviso Wealth prides itself on providing exceptional customer service and we sincerely apologize if your experience was less than satisfactory.

    Please be advised that your request was processed and completed on December 12, 2024. If you have any questions, please feel free to direct them to *****************************************************************.

    Thank you once again for bringing this matter to our attention and allowing us the opportunity to address and resolve your concerns.

    Sincerely,

    Aviso Wealth Inc.

     

Aviso Wealth is NOT a BBB Accredited Business.

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