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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 |
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 2 star rating with 4 reviews.
Windhaven Investment Management, Inc. is closed now. It will open on Monday at 9:00 a.m.
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