BCR Wealth Strategies

Advisors are Self-centred

BCR Wealth Strategies has probably the most arrogant wealth managers in the state. I have worked with service providers and I know how the service sector works. But I have never seen such pathetic service before. 

My wealth advisor from BCR Wealth Strategies behaves unprofessionally during meetings. It’s obvious that they don’t listen to me. They act as if I don’t know anything about finance and I don’t like such treatment. It seems arrogant and rude. I never thought I could receive such pathetic client service in this sector. No matter what I tell my advisor, they always give me the same financial advice. It’s clear to me that they are giving cookie-cutter advice to me. 

These people claim to offer personalized services but they are lying. There’s no way that they are giving personalized services to their clients. In my experience, these people have created certain templates to respond to any questions and they use them repeatedly. There is no personalization in that. 

Similar report: Cornerstone Wealth Strategies

It is deceitful of them to claim that they offer personalized services. I have never seen such vicious behavior in this sector before. That’s why I don’t recommend doing business with this company. 

What is the role of a financial advisor?

For payment, a financial advisor offers clients financial assistance or recommendations. Financial advisors, often known as advisers, offer a wide range of services, including investment management, tax preparation, and estate planning.

The wealth advisors at this place don’t like to listen to their clients. They act as if they are listening to you but they only do what they want to do. Whenever I ask a question regarding my investments, I notice that they give me a cookie-cutter response. It’s like talking to a chatbot. It’s annoying and is certainly not what I signed up for. If I wanted to get automated computer-like responses, I would have hired a robot or an AI bot to suggest investments. But I didn’t want that did I? I wanted a personalized experience where my advisor listened to me and at least tried to understand my concerns. 

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At this place, the advisors pretend to listen to you and then tell you the same thing they had said a few minutes ago. I really believe that BCR Wealth Strategies should work on improving their services. If they keep this up, I don’t think they would survive long. Such client service disheartens your customers and makes them feel less valued. 

However, the way they behave in meetings, I don’t think they would change any time soon. In my opinion, those people will remain this way until they start noticing this in themselves. Until then, I would strongly advise the readers of this review to avoid doing business with this service provider. It’s detrimental to work with a finance advisor who refuses to listen to you. 

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One of the biggest duties of a financial advisor is to understand their client’s requirements and suggest investments accordingly. The financial advisor would analyze their client’s goals and requirements to figure out the best possible options for them. You won’t see such things happening at BCR Wealth Strategies. The advisors here resort to a different method of client service. These people wouldn’t try to understand your requirements. They would pretend that they understand, but they really don’t. Instead, they will have some predetermined suggestions based on certain criteria and they would give you the same. Do you see how annoying it is? 

BCR Wealth Strategies Review: Verdict

I wouldn’t recommend working with the wealth advisors at BCR Wealth Strategies. If they change themselves in the future, I would gladly suggest their services to everyone but until then, I can’t recommend them. It would be unethical of me to suggest such a terrible service provider. 

The people at this company should realise that there are plenty of service providers in the market and they aren’t the only option out there. The sooner they realise this thing the better it would be for them. 

BCR Wealth Strategies’ wealth advisors give automated responses and cookie-cutter advice to clients. There’s no personalization in their services. Because of these reasons, I wouldn’t recommend their services to anyone.

  • Don't accept criticism
  • Don't listen to clients
  • Only do what they want to do
  • Give automated responses
  • No personalised service
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1 Comment
  1. I don’t trust financial advisors. It is better to learn about finance yourself than to trust an unknown person who makes money from you. Their whole business model is flawed. So if someone has an experience like this, it doesn’t surprise me. You can’t trust anyone these days. Plus, the whole pandemic situation has made people desperate and has risen the worst out of them. Learn about finance yourself, avoid financial advisors. Period.

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