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Business Profile

Financial Planning Consultants

Butler Financial, Ltd.

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Financial Planning Consultants.

Reviews

Customer Review Ratings

2

Average of 1 Customer Review

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Review Details

  • Hannah Y

    Date: 04/22/2025

    ******* ***** Financial Services
    My experience with ******* ***** Financial Services fell significantly short of what I expected from a professional financial management company.
    While they initially seemed attentive when I inherited an annuity that needed to be distributed over five years, their actual service delivery was disappointing. Despite paying management fees, I received no structured distribution plan for my annuity, no tax planning advice regarding these withdrawals, and no strategic guidance about using these funds toward my stated short term goals or emergent needs.
    The breaking point came when I requested a simple withdrawal from my annuity. Despite providing all necessary documentation (which Lincoln Financial later confirmed was sufficient), I had to contact Lincoln Financial directly myself to process this basic transaction. When I asked my advisor about this, I received technical jargon about annuity complexities rather than actual assistance.
    When I expressed my disappointment and intention to change advisors, they attempted to leverage my emotional connection to my late grandmother (who had established the account) rather than addressing the service deficiencies. This felt particularly inappropriate and unprofessional.
    Upon receiving my concerns in writing, they immediately resigned as broker/dealer rather than addressing any of the service issues I'd raised.
    I would not recommend Raymond James to anyone seeking personalized financial guidance, particularly for inherited accounts or annuity management. They collect fees without providing the level of service these fees should command.

Butler Financial, Ltd. is NOT a BBB Accredited Business.

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