This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
1 International Pl, 33rd Floor, Boston, MA, 02110, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
Extremely disappointed with the services of this company. With the wrong advise of one of their executive I lost 700$ USD. Initially it was told that they are the only company who will provide loss compensation later changed their words that only membership holders are eligible. My honest suggestion is not to go with this company.
My experience with Schwab recommending Windhaven to provide a low risk investment was a joke (on me). The local branch referred me to a highly intelligent expert on the phone who informed me that his group of advisers were highly trained PhD's, economics professionals. It took these guys over 10 days/multiple communications to answer a question: WHAT DID I EARN FROM WINDHAVEN AND WHAT DID SCHWAB CHARGE IN FEES? As they say, if an expert can't take a concept and distill it down to answer a question.....THEY DON'T UNDERSTAND. ... read more
Good firm, smart people.
Windhaven invested me in ETFs in China in June. What were they thinking. I put my money there for protection and I have lost so so much money. While I see some of the losses coming back on the market today -- my Windhaven investments are still in the RED. I don't know how to get out but I wish I had never gotten in. They have not taken care of my investments.
Windhaven Investment Management, Inc. has a 1.8 star rating with 5 reviews.
Windhaven Investment Management, Inc. is closed now. It will open on Monday at 9:00 a.m.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com