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Business Profile

Estate Planning and Management

Legacy Financial

This business is NOT BBB Accredited.

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Complaints

Customer Complaints Summary

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

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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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  • Initial Complaint

    Date:08/24/2022

    Type:Service or Repair Issues
    Status:
    Answered
    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.
    The worst communication Ive ever seen. I absolutely would not invest your money or do any business here. We are in an emergency situation with my 90 yr old mothers health. Shes had to go into a group home which is several thousand dollars a month. Weve been trying to get in touch with her advisor for 3 months about getting a bigger withdrawal and finding out her options, penalties etc. NO ONE HAS CALLED US BACK. First of all, most of the time they never answer their phone. You have to leave messages or email. However, there have been a few times they did answer. Weve spoken with the receptionist and another man, both said theyd give the message to *****. Ive emailed them and weve left messages for MONTHS, beginning in JUNE. Does ***** even work here anymore? If hes having problems there should be someone else that can handle client accounts and answer questions. Very very unethical.

    Business Response

    Date: 08/30/2022

    I just talked to ********************************* and we explained the various options for her Mothers annuity contracts.  She has also had several discussions with representatives at Athene and has received the necessary forms from the company to make the option selections.  ******** said that they felt that surrendering the contracts would be the best option.  ******** has the necessary forms and will fill them out and forward them to Athene.

    I apologize for the delays and miscommunications.  We have had several problems with our phones and office communications but will hopefully get this straightened out in the future.

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