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Accretive Wealth Partners Review 2024

Rude Service

My advisor at Accretive Wealth Partners is very rude. I don’t like how they talk to me during meetings. They seem very pretentious and I don’t like such behaviour. I don’t think anyone likes pretentious behaviour. Because of that, I don’t like working with them. Others at this firm are quite bright and impressive. However, the financial advisor I’m currently working with is not like the others. They seem to be very rude and pretentious. 

I don’t recommend the services of Accretive Wealth Partners. In my experience, I have found their advisors to be very rude and pretentious. The advisors at this firm don’t give genuine advice to their clients. You should avoid working with such a selfish bunch of people.

It’s obvious to me that my financial advisor at Accretive Wealth Partners doesn’t have my best interests at heart. They are too busy concerned about their firm’s benefits rather than their client’s benefits. It is very disappointing because a financial planner is someone you trust and when they behave rudely, you can’t trust them as much.

Read more: Green Financial Resources

I don’t recommend doing business with this investment advisor. 

What does it signify when a customer is not satisfied?

Customer unhappiness is the polar opposite of customer satisfaction. It occurs when a corporation fails to address a complaint from a client and when the expectations of the customer are not met. For instance, 74% of customers say they will overlook a company’s error after delivering exceptional service.

To be honest, here, I didn’t expect such rude service from Accretive Wealth Partners. I thought they would provide me with proper client service. By excellent client service, I mean they would listen to me properly during meetings and would put effort into helping me make financial decisions. However, the advisors at this firm don’t behave like this. Instead of caring about their clients, my advisor cares about themselves. It shouldn’t be like that. 

In my opinion, it’s best to work with a smaller financial firm. I know people who work with smaller financial firms and they never encountered this issue. It seems to me that as a financial advisory firm gets bigger, its focus on client service deteriorates in quality. That’s certainly not a good thing but I guess it can’t be helped. If I hadn’t discovered this fact, I wouldn’t have realised how terrible service I was getting from these guys.

Accretive Wealth Partners
Accretive Wealth Partners

When I initially started working with this financial advisor, I had no idea how financial advisors behave with clients. As I shared before, I was under the impression that they would provide me with great service. However, I was mistaken. My financial planner at this firm has no sense of respect for me as a client. They don’t give me genuine recommendations and are very pretentious in behaviour. I can sense when someone is acting genuine or not. And whenever they talk to me, I realise that they aren’t talking genuinely. It’s not a good sign. 

I believe people should share honest reviews about such service providers. It’s rare to find a review on wealth managers and financial advisors. I just hope this review will help someone in making a better-informed decision regarding Accretive Wealth Partners. 

I have tried to share my complaint with them before. However, it didn’t have an effect on them. That’s why I don’t think it would be worth it to share my complaint with them again. It’s a big reason why I have chosen to write a review on this platform. It allowed me to post anonymously so I don’t have to worry about my privacy. I can share my honest opinion without any worries.

Accretive Wealth Partners Review: Conclusion

Accretive Wealth Partners is among the worst service providers out there. My experience with this firm has been very painful. I don’t think anyone should do business with this financial advisory firm. 

Read more about Capital Resource Management

My financial advisor at this firm doesn’t seem to care about me. No, instead of giving me genuinely helpful advice, they give me selfish recommendations. It’s obvious from their behaviour that they have no respect for their clients. I believe it’s very horrible that a financial advisory firm treats its clients like this. That’s why I chose to add a review on them. 

You should choose a firm that’s smaller in size and whose advisors actually care about their clients. 

2.8 Total Score
Not Recommended

My advisor at Accretive Wealth Partners has no respect for me. They behave very rudely with me during meetings and phone calls. I never expected such horrible services from a financial services firm. That's why I don't recommend this business.

  • Rude
  • Insensitive
  • Careless
  • Terrible
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