Showing posts with label angry. Show all posts
Showing posts with label angry. Show all posts

Monday, April 23, 2007

Financial Advisers

When talking to your financial adviser about closing an account in order to make a down payment on the house you are about to buy, where does responsibility lie? In our conversation a couple weeks ago, he asked when the closing date was. I said my closing date was May 3rd. He then commented on how it should be OK, then, to not overnight the request to close the account. I agreed. He wrote down that the account needs to be closed sometime before May 3rd.

This is so far from what we agreed on. There was a choice on whether to use fast or slow mail, not on when to send the request to close the account. Admittedly, the stock market has gone up quite a bit this month, so by waiting I have made an extra 1-2 thousand dollars, probably, but that doesn't make his actions right. I said I wanted my money, and he kept it from me, telling me one thing and doing another. I'm not happy.