Keywords: establishment,finance,point_of_interest

Align Wealth Strategies - Lancaster (PA)

Address: 🏡 480 New Holland Ave #6204, Lancaster, PA 17602
Phone : +1 (717) 740-2630

Weekly Open time

Place GG: https://www.google.com/maps/place/?q=place_id:ChIJF86NuJIkxokRZDjBw6x43cw

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Lynn Goldfarb: I found the practices of this operation to be deceptive and dishonest. They represented themselves as a division of Fulton Bank (their office was located next to the Royer Dr, branch of Fulton Bank). In fact, they were Raymond James. They told me they would purchase treasury bills for me for free. I opened an account, believing they were Fulton Bank, but when I later contacted them to buy T-bills for me as agreed (and learned they were really Raymond James) they refused to buy the T-bills for me. They wanted to sell me something else they could get cut of. They said had a "fiduciary responsibility" to only make transactions/investments that were in "my best interest" That is to say, in their best interest. Bait and switch at its worst!