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Moore Financial Services Group, LLC
11801 Pierce Street, Riverside, California 92505
About the Moore Financial Services Group, LLC
Moore Financial Services Group, LLC is a reputable finance institution located at 11801 Pierce Street in Riverside, California, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses manage their finances effectively. Whether you need assistance with investments, retirement planning, or tax preparation, Moore Financial Services Group, LLC is dedicated to providing personalized solutions to meet your financial goals. Trustworthy and reliable, they strive to help clients achieve financial success and security.
11801 Pierce St, Riverside, CA 92505, United States
Reviews of Moore Financial Services Group, LLC
"When I was newly retired, I had 2 savings accounts: a tax-deferred annuity and a Roth IRA, growing well in mutual funds; however, I was ready to do something less volatile. Perhaps because I was a long-time saver/investor, Matt found me "at the right tine" via what's similar to a robocall. I did not know him, but he had valid credentials as a financial planner; so, I agreed to hear him out. Matt suggested an account in which he himself was not invested, but looked good on paper - growth was supposed to occur if the market did well. I should have asked what his commission was, as I'm sure that info would have knocked some sense into me. During my 4 years in his recommenced investment, the market climbed and the "returns" were as good as stuffing cash in a mattress. During those 4 years, I ignored his attempts to convince me to withdraw money and invest it in another one of his recommendations because (1) I was losing confidence in him, and (2) Withdrawing money to invest elsewhere meant another commission for him. I found another investment guaranteeing 4.5% dividends and designed an excel sheet to calculate how long it would take me to exceed the 1% yield I was getting thru Moore, paying penalties for early withdrawal. This was a good move for me, as I considered my 4 years with him as lost growth opportunity, plus a hefty non-refundable commission paying Matt to recommend such a poor choice. Actually, his commission is refundable during the first 30 days - how can you tell in 30 days how good an investment recommendation is? No one cares more about your hard-earned savings than yourself. Do some research and handle your money yourself."
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