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Business Profile

Financial Planning Consultants

Annex Wealth Management, LLC
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BBB Accredited BusinessA+Rated by BBB

Reviews

This profile includes reviews for Annex Wealth Management, LLC's headquarters and its corporate-owned locations. To view all corporate locations, see

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    Customer Review Ratings

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    Average of 1 Customer Review

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    Review Details

    • DAVID W

      Date: 07/17/2023

      I went with them in Oct 2021 and all they have done is cost me money in the tune of 100000 dollars. All they do is buy high and sell low and lose money. They say they are a fiduciary. I called to talk to someone. Had to make an appointment Two weeks later. You would think he would at least call me. They don't care. When I finally made the appointment all I got was he was to busy . I had looked at the May report I put the report on the table. He wouldn't even look at it. **** **** is no fiduciary he just does not care. I wanted to know how he was going to solve my problem. No clue .L have got to find a money manager that cares and maybe get me a return on my investment. Whatever you do stay away from Annex All they will do is lose your money and they just do not care.

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