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Business Profile

Financial Services

Brookfield Financial Plans, Inc.

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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Complaint status

Complaint type

  • Initial Complaint

    Date:09/13/2022

    Type:Customer Service Issues
    Status:
    Unanswered
    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.
    At the end of April, my sister, *************************, a very long time resident of Brookfield passed away in a *********** in ****** **..********. She was 97 and had Alzheimers.. had lived there for several years..*********** for about last 2. Her financial advisor for many years was ***********************************************..she was also advisor to my sister ************************* and her husband ***. Because I and all my family live in *******, our niece ******************************* who lives in *************************, ************ agreed to be Executor of ********* will. ******** was left quite a bit of money from our late brother-in-law, ********************* from various insurance policies. ***** took care of ********* money at ******** after ******** was no longer able to. She shopped for her sundries and she and her husband *** visited often until *****. ******** never married or had children. After her death ***** gave ********************* the death certificate, names, addresses and ss #s of ******************* Florences will. ***** refused to take ****** calls and just a week ago agreed to see her in her office. She told ***** that ***** would have to get in touch with LPL herself. Now ***** is dealing with them, first being told to fax 15 pages of info and then saying they cant work with faxes. So ***** had to send all info by certified mail. She died end of April and to this day none of the 17 nieces, nephews, myself and a couple of friends havent received a *****. And it appears ***** has washed her hands of any of this. A man in her office did ********* taxes this year and when ***** got them back she found a huge mistake. She called and called, leaving messages for the preparer in ****** office. Never an answer. Two weeks ago ***** took the taxes to the office to see if they were amended and ***** said they must have fallen thru a crack. ***** had to drive back to Brookfield again last week after she was assured they had been amended awhile ago. ***** checked the date they were amended when she got home, Sept 2!! So bad.

Brookfield Financial Plans, Inc. is NOT a BBB Accredited Business.

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