Strategic Wealth Solutions

David Kast _{on Google}

Aug 10th, 2021

I originally opened an account and did well on a REIT…due to my request to invest in one. After that I re-invested in another fund that Clint Wilson recommended along with convincing my wife to do an IRA roll over with Mr. Wilson. I requested another REIT but Clint recommend something else…I assumed he knew more about investments than me, so we went with his suggestion. To make a very long story short, he promptly lost all the gains I got from my first investment with him then turned my wife’s IRA value from over $13k to around $8k…after pulling some teeth, we finally switched our accounts to Edward Jones and have had great results by regaining everything Clint Wilson lost! In addition, we were unable to get everything out of my wife’s account and had to leave over $650 in the account and now the value is sitting at just over $35. I have been investing for over 30 years and know the difference between top notch and low level service. I also realize there are enormous risks to investing but the quality of service and results we received from this company was absolutely some of the worst imaginable.