Conservest Capital Advisors Review: The Arrogant Firm To Avoid!

As a client who has worked with Conservest Capital Advisors for quite some time, I hate to say this, but they aren’t worth your money. Those people have some of the most arrogant fiduciaries in the market.

They don’t listen to their clients or care about client service. I have worked with many service providers and haven’t seen such arrogance elsewhere. It’s as if the people working at this company draw inspiration from TV shows.

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The arrogance of their financial advisors is intolerable. They treat you like you don’t know anything about money and finances. Indeed, many people don’t know much about wealth management, but these people are the experts. But they don’t always have to rub it in your face.

The subtle remarks about their superiority come off as douchery and is certainly not a good trait. Financial advisors were the most sophisticated service providers who cared about their client service and experience. However, that’s not the case with Conservest Capital Advisors. These people are too self-centered to focus on their clients’ wants and needs. 

I read on their website that they try to understand their client’s goals and help them achieve them through personalized service. In reality, that’s not the case. It’s a blatant lie to appear flawless. If they cared about their client’s goals, they would put effort into trying to understand them first. In my experience, my financial advisor from Conservest Capital Advisors never tries to understand my financial goals.

Conservest Capital Advisors
Conservest Capital Advisors

On top of that, just because a financial advisor knows how to suggest investments doesn’t mean they are a good professional. A financial advisor should also know how to behave professionally in meetings and when talking to clients.

The people at this firm lack these qualities. They are too focused on other aspects, such as their fees and time. I have noticed that the advisors at this company don’t give me sufficient time.

Apparently, their time is more valuable than their clients. I have never seen such a self-centered approach to time management anywhere else. Again, it was very disappointing to see such behavior in a financial firm like this. 

What is the role of a financial advisor?

A financial advisor, often known as an adviser, offers clients financial assistance or recommendations in exchange for payment. They offer various services, including investment management, tax preparation, and estate planning.

Considering that they have been operating in the industry since 1993, they have certainly degraded in terms of client service. All the good things I had heard about these people were from past clients. I’m quite certain that their service must’ve been excellent some time ago, but that’s not the case in the present, which matters the most.

If you respect yourself, then you probably wouldn’t like the way these people behave. Initially, they behaved like a completely different company. The stark change in their customer service was shocking. At first, the advisors from this firm used to listen to me carefully and attend to my needs whenever I asked. But with time, their treatment changed, and it seems like they have started taking me for granted.

I have expressed my discontent regarding such behavior several times, but the people at this firm don’t seem to have changed. Trust me, it’s very infuriating to work with a company that doesn’t accept any criticism.

It shows they aren’t willing to improve, which is a huge disappointment. When you don’t accept constructive criticism, you shut off any possibility of improving your company. This is something Conservest Capital Advisors will learn with time. Currently, they are a hopeless case. 

Conservest Capital Advisors have some of the most arrogant advisors. They don’t treat their clients with respect and take them for granted. What’s worse is that they don’t accept any criticism whatsoever. Because of that, I don’t think they will solve these problems either. You shouldn’t do business with such a wealth advisory firm. It would be a mistake. 

If I had any idea that the advisors at this company would switch colors so quickly, I wouldn’t have spent my money on them. There are plenty of financial advisors in the market. You don’t need these guys. 

2.8 Total Score
Terrible Client Service

As a client who has been working with Conservest Capital Advisors for quite a long time, I don't think they are worth anyone's time and money. Those people have been a huge disappointment in terms of client service. You should avoid these guys.

  • Too arrogant
  • Irritating
  • Careless
  • Irresponsible staff
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