Lumen Wealth Advisors

1.0 (1 review)

Financial Advising

Add Review

Call

Directions

Website

Lumen Wealth Advisors Photos

You might also consider

Recommended Reviews - Lumen Wealth Advisors

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.

Start your review...

Browse more easily on the app

Monica G.

1 year ago

I'm sharing this experience to warn others about unethical practices at this company. Upon termination, $87.86 was garnished from my final paycheck for a printing error made while employed. His attorney claims it was not wages but rather deductions from my PTO, thus intentionally and deviously going around the legal system. Additionally, I paid $773 out of pocket for a company cell phone, which the company explicitly agreed to reimburse as stated in my employment agreement. Despite requests, he refused to repay this amount. To make matters worse, when I raised these concerns, I was pressured into signing a severance agreement under duress, which appeared to be designed to waive my right to due process. I felt manipulated into silence and stripped of a fair chance to pursue the matter through proper legal channels. If you're considering working with or for this company, I urge you NOT to do so!! Document everything, protect your rights, and consult legal counsel before signing anything. read more

Helpful 0

Thanks 0

Love this 0

Oh no 0

More info about Lumen Wealth Advisors

Verify this business for free

People searched for Financial Advising 233 times last month within 15 miles of this business.

Verify this business

Explore benefits

Houser & Plessl Wealth Management Group - Ameriprise Financial

(1 review)

Before you invest with this group and Ameriprise financial. Take a moment to notice the cars in the…read moreparking lot by the employee entrance. Notice the jaguars and BMWs because you will be paying for them as well as the fancy office. You will do better investing in index funds and watching YouTube videos .

Shetland Financial

(6 reviews)

Working with Kevin was amazing last year! Kevin was very informative and answered my flurry of…read morequestions that I had since we had our initial call. Kevin didn't come off as impatient or incompetent as the CPA's I called before finding him. I respected and appreciated that if Kevin didn't know something off-hand he followed up promptly and thoroughly with explanations that are digestible. He's responsive, straightforward, and collaborative so it was a breeze to do my taxes with him. I look forward to working with Kevin for years to come and I like that I'm comfortable enough to refer him to people in my network.

I was a new client for Kevin this Tax Year. Coming from California, he was extremely knowledgeable…read moreabout other State Tax Laws and answered any questions that I had for him. Very responsive and extremely reasonable on what he quotes you as far as price point.