Cambridge Investment Research’s earns a 2.3-star rating from 3 reviews, showing that the majority of clients are somewhat dissatisfied with investment strategies and advisory services.
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Froze account with no authorization with no court order I had to pay an attorney to go after Cambridge.
Cambridge froze my investment account with no authorization no court order no proof of wrongdoing they just chose the froze my account I had to hire an attorney and pay thousands of dollars to get my account unfrozen they would not recognize my ratification of the revocable trust their financial advisor Stephen Facilla lost a lot of my money on volatile stocks that are inappropriate that I never should’ve been invested in buyer beware never use Cambridge investments never use Stephen Facilla
Desired outcome: Monies reimbursement For fees that I had to pay for the attorney to get my account unfrozen that was inappropriately frozen came return no right to freeze my account they have no proof of anything
Company allowed the misconduct of financials
Cambridge investments allowed a person to steal 105,000 from my account. They froze my account without a court order and then they allowed a person with no right to the account to steal 105,000. They also allowed management fees to be paid when the financial broker would not return my calls about my account but Cambridge. Cambridge is responsible for the theft from my account.
Desired outcome: The monies returned that they allowed to be taken from my account
Unauthorized charges
This outfit using another name, 'Pershing' so one can blame the other for whatever you complain about. I suppose I'll have to write them up too. The 'Financial Consultant' for our accounts left to go to Wachovia Securities. One would expect they would assign another representative, but, no, they simple requested that we close the accounts. I didn't mind so much, they didn't seem to be that great an outfit anyway. Similar to Edward Jones, I think, in the way they turn non-financial people who lose their first careers into someone we are supposed to trust our futures to. (hmmm)
Anyway, imagine my surprise when they charged me fees ($75 per IRA and $50 per other account) to close the accounts THEY ASKED ME TO CLOSE! I protested this and the 1) cited something they said 'must have been' in the account opening paperwork, noticing me that these fees would be closed, and 2) 'the fees are actually charged by the other company (Pershing) so it's beyond our control.' What a crock. Well, how far do you go to retrieve $125.00 of good money after bad. I'm glad at least I can try to warn others to stay away from these guys.
The complaint has been investigated and resolved to the customer’s satisfaction.
Is Cambridge Investment Research Legit?
Cambridge Investment Research earns a trustworthiness rating of 96%
Highly recommended, but caution will not hurt.
We found clear and detailed contact information for Cambridge Investment Research. The company provides a physical address, phone number, and 2 emails, as well as social media account. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers.
Cambridge Investment Research has claimed the domain name for cir-strategy.com for a long time, which suggests that the website is established and has a history of being in operation. This is a positive sign, as it indicates that the website has been around for a while and may have a reputation to maintain.
Cir-strategy.com has been deemed safe to visit, as it is protected by a cloud-based cybersecurity solution that uses the Domain Name System (DNS) to help protect networks from online threats.
However ComplaintsBoard has detected that:
- We detected that cir-strategy.com is missing an SSL certificate, which is a cause for concern. Without an SSL certificate, the website may not be taking adequate steps to protect users' sensitive information. This can increase the risk of intercepted data being used for malicious purposes.
- Cambridge Investment Research protects their ownership data, a common and legal practice. However, from our perspective, this lack of transparency can impede trust and accountability, which are essential for establishing a credible and respected business entity.
- The website belonging to Cambridge Investment Research has a low number of visitors, which could be a red flag for users. However, it's important to conduct additional research to fully evaluate the website's legitimacy and trustworthiness.
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Overview of Cambridge Investment Research complaint handling
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Cambridge Investment Research Contacts
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Cambridge Investment Research phone numbers+44 122 330 3500+44 122 330 3500Click up if you have successfully reached Cambridge Investment Research by calling +44 122 330 3500 phone number 0 0 users reported that they have successfully reached Cambridge Investment Research by calling +44 122 330 3500 phone number Click down if you have unsuccessfully reached Cambridge Investment Research by calling +44 122 330 3500 phone number 0 0 users reported that they have UNsuccessfully reached Cambridge Investment Research by calling +44 122 330 3500 phone number
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Cambridge Investment Research emailscir@hvm-uk.com100%Confidence score: 100%Supportjhayward@cir-strategy.com94%Confidence score: 94%executiveevents@cir-strategy.com86%Confidence score: 86%
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Cambridge Investment Research addressideaspace, Hauser Forum, 3 Charles Babbage Rd, Cambridge, CB30GT, United Kingdom
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Cambridge Investment Research social media
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Checked and verified by Andrew This contact information is personally checked and verified by the ComplaintsBoard representative. Learn moreMay 24, 2024
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