Keywords: establishment,finance,point_of_interest

LJW Wealth Management Of Raymond James - Buffalo (NY)

Address: 🏡 468 Delaware Ave Ste 100, Buffalo, NY 14202
Phone : +1 (716) 768-5485
Place GG: https://www.google.com/maps/place/?q=place_id:ChIJ61Z-HMsT04kRbmOGcMNl5ec

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JJ K: I did a roll over to a Merrill Roth IRA. They held my deposit for 2 weeks. This was a direct rollover from another Brokerage. They are doing a cash sweep which is when they put you uninvested money into an interest bearing account. This account is not in your name and Merrill is collecting interest on your money. This is being done intentionally holding your deposits longer than needed to make money on interest. I wanted to invest and now will lose dividend money for Q4. Still can make trades it’s going on 2 weeks since my deposits. They are also holding my deposits on my savings which is going on 10 days. Probably doing a cash sweep on my savings deposits. Funny how my DDA deposits show available in a couple days. This unethical cash sweep scam probably cost me thousands In dividend money for Q4 since I cannot make trades on money being held for weeks.
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Becca Townsend: My experience with Pratt Collard Buck has been nothing short of excellent. Colin Pratt is trustworthy, knowledgeable, and more than willing to both take the time communicating reasoning behind his investment plans as well as listen to and consider your feedback. I would highly recommend anyone who is looking for a financial advisor or professional guidance on their investments to schedule a phone call or meeting.
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