The Educated Wealth Center

"I wrote a 1 star review about my experience a few years ago. John Convery immediately called me and begged me to remove the review and I did as I felt bad for the guy. The reason for the poor review was I am a seasoned investor and was just trying to get some specific details on a certain FIA from them. The whole process was very sales oriented, geared towards people that know nothing about investing, etc. I had to attend many appointments and still could not get the answers I wanted. I was told they were not taking on any new clients after I became frustrated with the process. However, I kept hearing the radio ads which made no sense if they were not taking on any new clients. Fast forward to today. I started getting spam emails from his company again. I marked them as spam and emailed them mutliple times asking to be removed from their email marketing blasts. However he has some way of circumventing the spam/junk and no matter how many times you mark it as spam or email them back asking to be removed off their email list they keep bothering you. If you look at their reviews of the 5 star reviews they have; two are written by the same person and one is written by his own son that works there. That is a first for me to see an employee and family memeber write a 5 star business about their own business. Boiler room stuff IMO."

"Very good. He knows his stuff."

"Over 4 weeks since posting(see above) and still no settlement of costly RMD mistake. Did receive a note telling me my accountant need not be active advising me! Also received a request to delete my original review! I requested papers so accountant and I can review them before settling with Convery's office. Gave me a date but no advance papers! I'm 82 yrs. old and will not be intimidated! Update.-Dispute resolved with equanimity! and to my satisfaction."

"Did not follow up with auto RMD after first year and stalling on reimbursing me over $1500 in penalties I had to pay this year. Promised me last year in e-mails to cover..My accountant gave them all the info they needed!"