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Business Profile

Retirement Planning Services

Arcadia Financial Group, LLC

This business is NOT BBB Accredited.

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Reviews

This profile includes reviews for Arcadia Financial Group, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see

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    Customer Review Ratings

    1

    Average of 1 Customer Review

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    Review Details

    • Matthew C

      Date: 08/28/2024

      Arcadia is not a good choice to manage your money, they made a lot of errors. A few examples are incorrectly executing our back door **** accounts and another employee calling me to tell me he has hours of work ahead of him to fix it and that person owes him lunch for a week. Most months I would have to email them to invest my automatic investment, it would just sit in a cash account. The last straw happened when I decided to purchase 35k worth of an artificial intelligence ETF mid-July. During the following two weeks it took a large hit. I decided to stop looking but the last time I had looked, once again, my regular automatic investment into a more conservative *** was sitting in cash, so I emailed them asking to invest it, and deleted the Fidelity app. A week later, on August 7th 2024, my wife who almost never looks at our accounts decided to look and asked me why they sold out full position in the Artificial Intelligence ETF. I bought at the top of the market for a giant loss as well as our full position in a very long term hold of a vanguard technology ETF with significant long-term gains triggering a taxable event and put all of it into a conservative *** a couple days prior without my knowledge or consent.I called and emailed the owner and only heard back when my email said Im leaving the company. ****, the CEO told me it was all bad luck. I requested an in-person meeting, he told me he can do that after the summer with his family at his ******** home and that will have to be sometime in September.If you are looking for a hands-off experience or have little knowledge about investing I would steer clear of Arcadia Financial because you will not catch all of their errors they will consistently make , which will be detrimental to your goals. No skin off their back though. Part of my conversation with **** when he was summering at his beach house, was to tell me he has enough portfolios where he can just coast from this point if he chooses.

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