Tri Achorn Investment Svc Grp

This firm handled my father's financial matters and it has been nothing but a horror dealing with them since my father passed away. Helen Hein is never in the office and when I went to the office to provide them with the documents that they requested, I never got past the lobby. That is where they conducted my financial business. Very unprofessional. I have been trying to close out an account that my brother and I are beneficiaries on and it has now been over four months and only part of the funds have been distributed. When I called to find out when the remaining funds will be distributed I was told the paperwork would be sent to me. That was over a month ago and no papers were received. I am a CPA and work with many people in the financial industry and never have I run across a firm that has such terrible customer service. If the other financial firms in that area are as bad as the previous reviewer says, I feel very sorry for the people that live in that area. You deserve better service than being ignored. more

Over the years my husband and I have tried most of the investment brokers in the area. We have been extremely disappointed with most of them. Tri Achorn has 3 brokers, Al Hein, his wife Helen, and Cindy. We are with Al. Over the years he has listened to our needs and pretty much taken care of them. Last year my husband was still disappointed that our investments had not gone back to their original amount before the stock market drop. We heard another broker at a seminar and went to see him. Well, he totally screwed up our money so we went back to Al. He didn't mind at all that we had done this, even though he is still getting our account straight. We intend to stay with him from now on. If you are interested he holds seminars on a regular basis. The Tri Achorn offices are situated on the second floor of a mirrored building at the north parking lot of Gulf View Mall. more