1 /5 Daniel Goss: If I could zero stars I would. This business in particular Erica are complete thieves. They stole money from a dead man which is about as low as you can get. My grandfather passed on October 7th. They were (Erika) contacted on the 8th by my brother that he had unfortunately passed. They charged their fee for my grandfathers account on the 3rd of October. So they should’ve only charged his account for technically 5 days. About a week later contacted them and spoke with Erika on more than 2 occasions (I have the phone bills to prove it) so she was well aware of his death. The dates are twice on 10/19, once on 10/20, 11/2 we spoke for over 8 minutes. She even emailed me requesting his will and short letter after that call. In the next weeks she was emailed and had a certified short letter sent to them. In those phone calls his death was discussed every time. How would it not? On the last phone call 11/2 when she asked for his will I grow cautious because it seemed odd. Odd enough to the point I called our lawyer and he agreed she’s asking for things that she does not need. I believe the word choice was strange. So I called Charles Schwab that day and gave them a run down and they recommended that we no longer contact them and they would handle his accounts etc. They were mostly bothered by the fact that they had not reported his death them and it’s been over a month since they we’re informed of his passing. That was alarming. So that’s what we did. Fast forward to 12/14. She’s speaks to another executor and claims magically she’s never knew my grandfather passed. Never got a phone call, email, short letter , or anything and informed that she will be charging there management fee from 10/4 to 12/14. If that’s not dishonest idk what is. Think twice before investing with them and if you have loved ones who currently do I would be advising them to give this place a second thought. This is more about principle than the money. What they did is wrong, denying any knowledge of family members contacting you in every way possible minus a in person meeting to make a couple hundred dollars is wrong.
