APO Financial

Dixon H. 

on Birdeye

10 months ago

I moved most of my retirement funds to APO back in 2021. They invested in annuities with Nationwide and locked in for three years. After the three years the annuities didn't grow in value as told they would. In fact, they didn't grow at all, zero after three years. I've asked for an explanation but no explanation has been given after contacting them three times over the course of a month. 

Charlene H. 

on Birdeye

2 years ago

From the initial presentation, and throughout several discussions, our appreciation of Brian's extensive knowledge, guidance, and approachable demeanor has continued to grow. Not only does he actively listen, patiently and thoroughly answer questions, he provides sound advice that instills confidence in our financial plan. Never has he attempted to sway us from previously made financial decisions simply to "make a sell". This is not commonplace and speaks volumes as to his and the company's integrity and desire to help ot... read more

Michael G. 

on Birdeye

4 years ago

YOU CANNOT TRUST APO. I invested both pre-taxed, and post-taxed money through APO. They commingled the money in IRA funds resulting in a $40K tax penalty. All professionals; FINRA/SEC, CPA, and tax attorneys affirm APO is wholly responsible for this error, yet APO will not take responsibility, so I am penalized for their ineptitude. You cannot trust APO with investments. The 1 star is mandatory to submit a review. Otherwise it would be 0.