Ben Mohr

Ben Mohr Ben Mohr, Financial Advisor, did not honor his agreement San Ramon, California

26th of Dec, 2010 by User842053

This FA, Ben Mohr, in San Ramon, CA 94583, did nothonoracontract that he entered into withus.Ijust wanted anyone who is considering doing business with him toknow this before walking in his door. I figured I would save you time and potentially your money in letting you know what kind ofadvisor this is.No ethics. No respect for the integrity of a legally binding agreement. I would not do business with Ben Mohr.

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Comments

4983 days ago by Complaint_audit

According to the Better Business Bureau, Ben Mohr has an excellent record. No complaints, no outstanding issues. Is the complaint a personal attack? http://www.bbb.org/greater-san-francisco/business-reviews/retirement-planning-service/ben-mohr-in-san-ramon-ca-363670/complaints

4982 days ago by Complaint_audit

As suspected, the complaint was not from a client. We contacted Ben Mohr, Financial Planner in San Ramon, Ca, he provided us with the following statement. The company I hired was called ________, the owner’s name is _______. Two years ago I hired his company to help set up appointments between me and CPA’s in the Bay Area. It was understood that his company would set up a minimum of 4 appointments each month and that it would be with CPA’s who dealt directly with retired or pre-retirees and were interested in joining forces with a retirement planner. After a few appointments it became clear that most of these appointments were set up under false pretenses, many of the people were tax preparers not CPAs and many worked directly with businesses not individuals, and most had no idea why I had shown up, they actually thought I was a potential client looking for tax advice! When I complained to ________ I was told that I had to pay up or they would sue for three times the amount that was owed, and they also had access to my bank account. My only recourse was to close down my bank account. Another client of this same company from San Diego had filed a complaint on Rip Off report and _________ blamed me for the complaint, so to get even they filed false claims against me on several sites trying to ruin my reputation. I never took legal action because they are a corporation owned by another corporation and are based in Pennsylvania. Several lawyers told me it would costs thousands to sue and because I was from another state and suing a corporation I pretty much would never see a dime so I just moved on with life. (You can contact compliant_audit (the poster) to fill in the blanks)