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Business Profile

Insurance Agency

Morgan Fidelity Associates, Inc.

Complaints

Customer Complaints Summary

  • 16 total complaints in the last 3 years.
  • 4 complaints 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:05/10/2025

    Type:Product Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.
     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    ***** ******

    Business Response

    Date: 05/27/2025

    Good Morning,

    Thank you for bringing this to our attention. Upon further research our records were able to uncover the following:

    The phone number and email provided in this complaint match none of our records. Instead, a different phone number and email address show a customer record for Mr. ******* It looks as though an inquiry was made into our company and we followed up with a call My 1st at 11:25AM est with no answer or contact, a second attempt was made later that evening at 5:58PM EST with no contact. We then attempted ************** on Friday May, 2nd at 1:27PM EST with no contact, then on May 6th, Mr. ****** was reached by our licensend agents, which after reviewing Mr. ******** plan and offering additional options, Mr. ****** chose to enroll into a new ******** Plan. That phone call was comprehensive, throrough, and nearly one hour long after which, Mr. ****** willfully consented to enrolling in a new plan. Our recording of the call shows that.

    Regarding harrassing calls by our company, I've attached the call records for review as well as including the time stamp and ip address of the inquiry made by Mr. ******* I appologize for any inconvenience this enrollment may have caused Mr. ****** and our company would be more than happy to help him diseenroll. But, as a final note, after the enrollment took place on May 6th, their were no calls made by Mr. ****** to us to cancel any policy, which is shown in the provided call records.

    I've placed Mr. ****** on our internal Do Not Call list.

    Kind Regards,

    Christian Morgan

  • Initial Complaint

    Date:02/02/2025

    Type:Product Issues
    Status:
    AnsweredMore info

    Complaint statuses

    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.
    Twice they have tried taking money out of my account and didn't sign up for nothing like this

    Business Response

    Date: 03/03/2025

    To Whom it May Concern,

    We have no record of anyone by this name or phone number in our records. Furthermore, we don't engage in any type of billing whatsoever, nor do we sell products that require any type of billing for our company. Please remove this complaint due to the fact that it seems like apparent mistaken identity.

     

    Kind Regards,

    Christian Morgan

    CEO

  • Initial Complaint

    Date:12/15/2024

    Type:Service or Repair Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.
     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    ***** ******

    Business Response

    Date: 01/15/2025

    I've been in contact with ***** ****** Nephew who is the contact point with this whole issue. I'll summarize in a way not to disclose personal information as this matter is highly confidential;

    1. Someone has fradulently filed *** forms regarding pension plans (which we don't have) In my company's name and ***** ******' name.

    2. Fraud claim forms have been provided to Ms. ****** by me from the *** and they have been filed.

    3. Fraud claim forms have been filed by me on my company's behalf because we too, are a victim of this fraud. 

    4. I worked diligently all throughout the holiday to resolve this matter directly with the victim and I'm sure that at this point, they will recant their claim due to the fact that we are both victims of fraud in this situation.

     

    Due to the confidential nature of this claim and the picture having our company's private tax identification information on it for public view, I'm requesting that the picture associated with this claim be removed to protect the private information of my company.

     

    Kind Regards, 

    Christian Morgan

     

  • Initial Complaint

    Date:06/13/2024

    Type:Service or Repair Issues
    Status:
    AnsweredMore info

    Complaint statuses

    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.
    Ive been getting phone calls every day from these guys all week. I would have blocked them by now, but they keep using a different number every time. Each time I get a call notification, the Hiya app I have downloaded traces each number to Morgan Fidelity, and they never leave a voicemail so I dont know what they want. I recently changed my number as well and I dont know if the previous owner of my number has had business with Morgan Fidelity, but Im not interested in any fidelity services at the present time.

    Business Response

    Date: 07/19/2024

    Dear **********************,

    I appologize for the calls. It looks like we were looking for a customer by the name of ***************************. I've attached an image for your referrence. It looks like we dispositioned the call on June 15th as "wrong number" and "do not call". Thank you for brining this matter to our attention and it has been fixed. 

    Kind Regards,

    Christian Morgan

    President

  • Initial Complaint

    Date:03/26/2024

    Type:Service or Repair Issues
    Status:
    AnsweredMore info

    Complaint statuses

    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.
     
    Complaint: 21489161

    I am rejecting this response because: they are still calling and scrambling numbers..more lies 

    Sincerely,

    ***************************

    Business Response

    Date: 03/26/2024

    Dear ******************,

    Thank you for reaching out and bringing this issue to our attention. I'm sorry you're going through being inundated with phone calls. I greatly appreciate you brining this concern to us. We've placed you on our internal Do Not Call list.

    I don't mean to discredit what you'v stated, and I 100% beleive there are probably a bunch of people calling your, but I do want to provide some clarification to your statement regarding, "our company calling you for the last 2 months at all hours of the night".

    1. I've attached a screenshot of our call log report in regard to your phone number and contact attempts showing we've only ever called you between the hours of 10:59am and 2:00pm EST.

    2. Our system is not capapble of calling anyone who doesn't become a client more than a total of 6 contact attempts over the course of a maximum of 6 days.

    3. Once we've made 6 contact attempts, your records are internally ceased from contact attempts.

    4. We only reached out to you because we received on online inquiry for ******************* We don't cold call, and we are not a scam company.

    Unfortunately, if you were not the one to put your name and number online for a ****************** request, someone did and you're being affected. We have made every attempt to remedy the situation internally by making sure you're on our internal Do Not Call list and I'm sorry you're experiencing this, but I can assure you, it's not us calling you back to back at all hours of the night. (again, i've attached proof).

    Kind Regards,

    Christian Morgan

    CEO

    Customer Answer

    Date: 03/27/2024

    They continue to call from multiple numbers today despite saying they dont call more than 6 times. I have received two calls today and have screenshots. I will screenshot every single one until you cease and desist. This is absolute harrassment, and I have never signed up or requested any information. 

    Business Response

    Date: 03/28/2024

    ******************,

    Can you please provide me with the phone numbers that reached out to you today 03/28/2024? According to our records we have not called you. It is possible that another company may be spoofing our phone numbers. Spoofing is the act of flashing any phone number regardless of wheather or not it is owned by you.

    If it is at all possible, please provide me with the numbers that called you today.

    I hope you can understand that we do not want to call you, and according to our records we have not. It serves us no purpose to call you if this inquiry was made in error especially after being in receipt of a complaint. We will continue to do everything we can to help.

    Kind Regards,

    Christian Morgan

    Customer Answer

    Date: 03/30/2024

     
    Complaint: 21489161

    I am rejecting this response because:

    Sincerely,

    ***************************

    Customer Answer

    Date: 03/30/2024

    Please see latest screenshot for more info. If you lookup the 757 numbers, you will find they are registered to Morgan fidelity. End of story. 
  • Initial Complaint

    Date:03/05/2024

    Type:Customer Service Issues
    Status:
    AnsweredMore info

    Complaint statuses

    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.

    You can see from Morgan Fidelity's log as well as the snippet from my phone's call log that this company used several different numbers when calling.

    Would you not agree that this is a deceptive practice? 

    Business Response

    Date: 04/03/2024

    Dear ******************,

    Thank you for bringing this to our attention. I've gone through our records and it looks like you've been placed on our internal Do Not Call list on 03/05/2024. As far as calling several times per day and a total of 270 times, I don't doubt that you may be receiving calls, but they are not from us. I've attached internal call reports including the number we've called from, date, and time. 

    I'm sorry you're going through this but I assure you we won't contact you again.

    Kind Regards,

    Christian Morgan

    CEO

  • Initial Complaint

    Date:02/27/2024

    Type:Customer Service Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.
     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    ***********************

    Business Response

    Date: 03/25/2024

    Dear Mr. ********************* you for submitting this information to ** and sheding some light on the situation. I've reviewed our systems and it looks like someone by the name of ******************************* submitted an inquiry to ** and marked his phone number down as yours. I've attached screenshots and apologize for the inconvenience. I also want you to know that I've personally made sure that the phone number was put on our internal Do Not Call list.

    Thank you again for bringing this to our attention.

    Kind Regards,

    Christian Morgan

  • Initial Complaint

    Date:12/05/2023

    Type:Service or Repair Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.
     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    *********************

    Business Response

    Date: 01/09/2024

    *************************,


    Your number has been placed on our internal DNC list.

    I'm sorry about what you're going throug regarding the specifics of your complaint with us calling you many times per day. Upon review of our internal records, I've attached a screenshot of the interaction from our company to you and have found only 1 contact attempts. Unfortunately there is something called "spoofing" where bad actor companies use or steal the phone numbers from other companies and flag their phone numbers to hide the source of their nafarious acts, deeds, or marketing techniques.

    We've fallen victim to this several times in the past and from my research into our records, which was extensive and thorough, it seems as though this has been the case with you. I'm sorry this is happening to you and assure you WE will never call you again.

    Also, It looks like the person who was inquiring was named ************** from Brick, ********** and put your number in for us to call her and was off by a digit which ended up being your number. We've since reached out to ************** via the email she provided and advised her of the mistake. I'm sorry this has been an inconvenience to you and assure you we've since corrected it.

    Thank you so much for brining this to my attention, your concern is truly appreciated, warranted, and been addressed on our end.
    Please have a wonderful rest of your day.


    Kind Regards,
    Christian Morgan

  • Initial Complaint

    Date:11/09/2023

    Type:Order Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.
     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.

    Sincerely,

    ***********************************

    Business Response

    Date: 12/19/2023

    ***************************************,

    Your number has been placed on our internal DNC list. I'm sorry about what you're going throug regarding the specifics of your complaint with us calling you many times per day. Upon review of our internal records, I've attached a screenshot of the interaction from our company to you and have found only 2 contact attempts. Unfortunately there is something called "spoofing" where bad actor companies use or steal the phone numbers from other companies and flag their phone numbers to hide the source of their nafarious acts, deeds, or marketing techniques.

    We've fallen victim to this several times in the past and from my research into our records, which was extensive and thorough, it seems as though this has been the case with you. I'm sorry this is happening to you and assure you WE will never call you again. Thank you so much for brining this to my attention, your concern is truly appreciated, warranted, and been addressed on our end.

    Please have a wonderful holiday.

    Kind Regards,

    Christian Morgan

  • Initial Complaint

    Date:11/02/2023

    Type:Delivery Issues
    Status:
    ResolvedMore info

    Complaint statuses

    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.

     
    Better Business Bureau:

    I have reviewed the response made by the business in reference to complaint ID ********, and find that this resolution is satisfactory to me.


    Sincerely,

    *************

    Business Response

    Date: 11/06/2023

    Dear ********,

    I've personally looked into this matter and it looks like another client by the name ****** was actually the one who inquired for our company to reach out. This client may have unintentionally entered their phone number incorectly which led for us to reach out to you instead of him. I sincerely appologize for any inconvenience this may have caused and have placed your number ************ on our internal Do Not Call list. 

    Thank you very much for brining to this matter to our attention. I assure you it has been resolved.

    Kind Regards, 

    Christian Morgan

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