Business ProfileforBarnett Financial & Tax

Would rate this establishment 0, if I could, but it would not submit, until I place some type of star in column. I was mailed this company's financial dinner invite approximately a month ago. I had registered, soon as I had received the flyer for the event. At the end of the online registration, it says, "You are not registered, until someone from our offices contacts you, which will be soon." Someone name, *****, from the ****************** contacted me on 04/30/2024 @ 12:26pm. She spoke with me ask questions concerning how much do I have saved, it has to be at least $200,000 in my accounts, bank, 401K, 457, 403b, annuities, etc. I told her that I have never been approached with such questions, that's too *****. Other financial dinner events do not ask questions, such as what was asked of what ***** has asked. So, I told her I do not think I have that much. Then, ***** said, "Well, I will have to put you on the waitlist." I had told her that I had more, but wanted to see what you would say, if I did not. I also told her that, since you had that response to me from what I quoted to you and that I have more than what I had quoted, I would be placing a BBB report on this company, believing that your company wants to rip people off of their funds and you will not be entered in dinner invite, because you do not have that much amount saved in your accounts. BE VERY CAREFUL OF THESE FINANCIAL DINNER INVITES, Especially this one!!

Thank you for sharing your feedback with us. Im sorry to hear about the issues you experienced during the registration process for our financial dinner event. We appreciate the chance to address your concerns.Our company specializes in retirement and tax planning, and as such, we focus on individuals with a certain level of assets to tailor our services and events more effectively. The questions asked during the registration process are designed to ensure that the content of our events is relevant and beneficial to attendees.We understand that these questions may have felt intrusive, and we apologize for any inconvenience this may have caused. We strive to balance the need for relevant information with a respectful approach, and its clear we did not meet that standard in your case.Thank you again for bringing this matter to our attention. We are committed to improving our processes and ensuring a positive experience for all our potential guests