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    Revolutionary Financial Planning

    5.0 (1 review)
    Closed 9:00 am - 6:00 pm

    By appointment only

    Services - Revolutionary Financial Planning

    Debt management

    Estate planning

    Inheritance planning

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    4 years ago

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    Axa Advisors

    Axa Advisors

    (1 review)

    Worst customer service EVER! After 20 years of having AXA accounts, now that Im retired I went to…read morecash out the annuities. The customer service folks when I finally got to talk to them were helpful in emailing me the forms I would need. In spite of the forms saying you could fax them, the fax number listed on the forms did not work at all and gave a message that the line was disconnected. I finally mailed them in. I provided a canceled check on the forms for direct deposit into my checking account. Since I had 2 annuities with AXA I sent one complete package of forms for each account including canceled checks. Using the online dashboard I was able to see that they got the forms and were processing them. After several days (checking the online dashboard daily) I was told in online chat help that they wouldnt pay both accounts on the same day as you can only draw one down at a time. The following day the customer service person told me that they had processed my payment request for one of the annuities and had issued a check that was being mailed to me in spite of me sending all the information for direct deposit. He told me that I could get them to cancel the check and do a direct deposit but it would take almost a week since even though they had just cut the check (and hadnt actually mailed it yet according to postmark) that they had to make sure it had not been cashed. He told me that it looked like the person processing the one account had not done something right for the direct deposit. So given that they had told me that they would only process payment for one account each day, I expected the direct deposit from the second account the next day. Checking the following day (Thursday) nothing had changed on the online dashboard for either account (both showed that my requests were being reviewed). On Friday I again checked the online dashboard and both accounts no longer appeared at all. Thinking well maybe they had deposited the second account, I checked with my bank and no deposit. Immediately opening the online customer service chat, the rep that I talked to said he couldn't understand what happened and that he couldn't see my accounts either. Freaking out he told me I would have to call customer service. This is where the real nightmare began. I called the number that he gave me and the automated system asked me for the account numbers to be entered before it would even put me in the queue. Since I used paperless process I did not have the account numbers since they not longer showed in the AXA online dashboard. So I answered that I was a customer but when it requested I enter the account numbers I didn't enter anything. After several attempts to get past this part of the process (multiple calls) it finally told me i was 39 in the queue. After waiting on hold for 47 minutes (getting to #6 in the queue) the system hung up on me. So I called back again taking several tries to get past the automated system to let me past the part where it wanted me to enter my account numbers (remember I use their paperless process so with my accounts no longer showing in their dashboard I didn't have account numbers). This time I was # 65 in the queue. After being on hold for 55 minutes and getting to #11 in the queue the system hung up on me again without me talking to a customer rep. Another set of tries to get past the automated system I was 27 in the queue. After 45 minutes on hold i finally got a customer service person to talk to and when I said that I didnt have my account numbers she hung up on me. Now I am totally freaking out since Im thinking someone stole the money out of my accounts I searched my house and finally found a paper with the account numbers from before I went paperless. So again to the phone to call after trying the online customer service chat only to be told that I needed to call the customer service center that the folks that do the online chat support could not help. This time I was 42 in the queue and finally got a customer service rep who actually listened to the fact that my accounts had appeared to disappear, she told me that she would transfer me to the right department that could help me, saying she would stay on the line with me till i got someone. After putting me on hold I found myself back in a queue where I was 39 in the queue. Again waiting on hold for 35 minutes I got to #4 before the system hung up on me again. I finally try the number of AXA online technical help for password resets and immediately ask for a supervisor (again after waiting for 20 minutes in the queue) the agent I spoke with was kind and caring and actually stayed on the line with me till he got a supervisor. It was now about 6 pm Friday and I'm freaking out that they little money I had in the accounts has been permanently stolen. To date the only response from AXA is call customer service. God help you if you have them.

    Scott, Stackrow & Co, CPAs

    Scott, Stackrow & Co, CPAs

    (2 reviews)

    Hands down the worst experience we've had with an accountant in 25+ years of business. We took our…read moretaxes and a few other matters to David Stackrow, who assured us we'd be building a partnership that would last. Nothing could be further from our experience. Sparse communication, fragmented work, stonewalling and gaslighting have been the core aspects of the relationship. Attention to detail or any of the kindness and empathy usually present in a partnership has been woefully absent. We've tried everything to make it work, from being flexible to waiting weeks on end, all to culminate with consistent and blatant unprofessionalism. He left us in a horrible state of affairs and worse, he invoiced us despite never actually doing the work properly. He left us high and dry on myriad issues. He is not well-informed on newer policies and statutes, which makes his advice and abilities antiquated at best and negligent at worst. There is an arrogance within this establishment that is palpable, and it's backed up by words that fail to match any real strategic action or industry-specific wisdom. Do not trust your business to this firm, or to Mr. Stackrow.

    I searched for a qualified and reliable tax accountant who would make my tax filing season smooth…read more My friends recommended Scott, Stackrow & Co to me, and I never regretted my choice. The full cycle of my tax processing was completed through the company portal. As a computer programmer, I consider the software used by the company highly secure and user-friendly. I am fortunate to have Mr. David Pietrafesa, CPA, as my accountant. David has extensive experience and outstanding accounting skills. He answers all my questions in great detail and is very patient and friendly. After a smooth processing of my 2021 taxes, I contacted David several times, and he always gave me his time and undivided attention. Thank you, Mr. P Pietrafesa, for your hard work and dedication during the 2021 tax season and throughout the year! Your help is greatly appreciated!

    Revolutionary Financial Planning - financialadvising - Updated August 2026

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