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27 Comments
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Darlene
Darlene (@guest_1436722)
September 2, 2022 11:36

They told me they don’t want to talk to me because I’m not “rich and old”

Peek
Peek (@guest_1436632)
September 2, 2022 08:49

 Chuck Was curious about the terms so I followed the link. Seems to be dead.

dizzy
dizzy (@guest_1436108)
September 1, 2022 14:40

They cancelled my meeting today because I’m under 55

Ann
Ann (@guest_1436081)
September 1, 2022 13:24

I have a zoom meeting scheduled for today. I don’t want to be charged the annual fee. Should I cancel the meeting?

Alex_ 🔗
Alex_ 🔗 (@guest_1436090)
September 1, 2022 13:49

I would cancel the meeting

Alex_ 🔗
Alex_ 🔗 (@guest_1436001)
September 1, 2022 11:23

I got with their support regarding $250 annual fees. Here is their response: “The fee for financial planning is $250 per year paid up front. If you choose to cancel during the year, you’ll be charged the initial $250 but will not be automatically renewed for another year.”  Chuck

BBQman
BBQman (@guest_1436048)
September 1, 2022 12:30

Thanks. This is definitely a deal killer.

J2
J2 (@guest_1436086)
September 1, 2022 13:33

So a 50 to 100 money loser. Thanks for your extra effort.

Himanshu
Himanshu (@guest_1435682)
August 31, 2022 20:16

Can I do Zoom meetings in my underwear

If so, I’m in!

Jack
Jack (@guest_1435688)
August 31, 2022 20:22

You can do it naked if you want.

CL
CL (@guest_1435652)
August 31, 2022 18:36

Eh too much time & effort, as well as personal info, for a couple hundred bucks. I’ll pass.

amexneveragain
amexneveragain (@guest_1435729)
August 31, 2022 21:43
  CL

yep, personal info is the big one.

stingerzing
stingerzing (@guest_1435631)
August 31, 2022 17:32

Diving in via the MyPoints link provided by Davis. Wish me luck.

JOTW
JOTW (@guest_1435649)
August 31, 2022 18:19

Make that two.

There’s no way to schedule a call for a specific time without texting. Nor do they specify where they’re calling from.

JOTW
JOTW (@guest_1435936)
September 1, 2022 10:13

“You don’t meet the demographics of our typical clients so I will be canceling our meeting.”

Lol. Unbelievable.

LS
LS (@guest_1435614)
August 31, 2022 16:40

After the phone call, there will be a zoom meeting before any account is opened.

LS
LS (@guest_1435613)
August 31, 2022 16:40

After the phone call, retirable will set up zoom meeting before signing up for account.