Lassus Wherley

Don’t Give Enough Time

Lassus Wherley has been a huge disappointment for me. As a client, I expected them to deliver great service but that didn’t happen. Instead, I only received insulting and disrespectful behaviour from this firm. I thought hiring a fiduciary instead of a financial advisor would ensure high-quality service but that’s not true. You shouldn’t believe everything you hear about a service provider. That’s a big reason why I have added a review here. Others should know the truth behind this firm and its horrible services.

Similar Report: Hudock Capital Group

Working with a disrespectful service provider is very irritating. First, it seems quite pathetic to work with such a group because you think less valued as a client. After all, I’m the one paying them for their services, why should I tolerate such behaviour? On top of that, it feels like a waste of resources. The people at this firm have been many issues and I would like to address them individually so you can understand why it’s not okay to work with Lassus Wherley:

Ignored As a Client

The first issue I have with Lassus Wherley and the people working here is how they constantly ignore me. During meetings and calls, I often have to repeat what I said because my advisor doesn’t listen to me. It’s very insulting. I thought fiduciaries tend to focus more on providing quality services than others. However, the people at Lassus Wherley have changed my opinion on this matter. I’m certain now that fiduciaries have the leeway to be careless as well.

Lassus Wherley
Lassus Wherley

Many times, I have felt ignored as a client. I can’t explain how irritating it is to work with a firm that ignores you. This means it’s difficult for me to get meetings as well as calls with my advisors. I believe a big reason why they ignore me is that they are too focused on other aspects of their business. Lassus Wherley should seriously improve this sector. 

Don’t Acknowledge Criticism

Another huge downside of working with this firm is that these people never accept criticism. The people at this firm take everything personally. Moreover, I think there’s a huge communication gap at this firm. Because I have complained to the people at this firm before, but no one takes any action. Nothing changes. 

Similar Post: Harris Financial Group

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.

This is a huge reason behind my disappointment. When someone refuses to take professional and constructive criticism, you can be certain that they won’t improve. Lassus Wherley is a hopeless case because of this. I don’t think those people will improve their services anytime soon.

It’s a reason why I had to add a review here. If they would have improved their services and would have accepted my criticism, I wouldn’t have needed to do all this. But they never accept criticism. It’s quite sad. 

Inaccessible Advisors

As I have discussed before, this firm ignores me a lot. It is very insulting to work with people who don’t respect you as a client. Getting a meeting with my fiduciary from this firm is quite challenging. They usually give me late appointments and sometimes, they don’t arrive on time. 

Imagine the amount of irritation I must feel at those times. Here I am, paying them additional fees because they are “fiduciaries” when they are making a fool out of me. It’s not okay for a fiduciary to act like this. I believe they are scamming people by claiming to offer excellent services. 

Lassus Wherley Review: Conclusion

When I first heard of Lassus Wherley, I thought it would be a great experience to work with them. I was mistaken. They are terrible service providers and lack decency. Their advisors don’t respect their clients and it’s obvious in their behaviour. I don’t recommend their services to anyone at all. 

You should avoid doing business with these people at all costs. They will increase your blood pressure by giving you terrible appointment timings, ignoring you during meetings, and by refusing to accept criticism. Any other fiduciary would be better. 

Lassus Wherley is a horrible fiduciary firm. They don’t treat clients with respect. Due to these reasons, I don’t recommend doing business with this financial services firm to anyone.

3.1 Total Score
Not Worth It

Lassus Wherley's staff behaves very carelessly. Those people don't give sufficient time to clients and are very irresponsible. I don't think a financial advisory firm should behave this way. That's why I don't recommend their services.

  • Ignore their clients
  • Don't give enough time to clients
  • Irresponsibly behave
  • Don't accept criticism
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1 Comment
  1. I remember working with an accountant who behaved like this. He would never arrive to my meetings on time and waste a ton of my time. I would like to add that I didn’t work with him for long. His idiot-like behaviour was a little too much for me to handle. And yeah, like you have said in your review, I wouldn’t have hired that guy too if there were any reviews sharing this problem.
    From your review, it seems like these guys at Lassus Wherley are like that accountant. Glad you’re helping others by alerting them about such service providers.

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