Financial Services
EquitableHeadquarters
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Reviews
This profile includes reviews for Equitable's headquarters and its corporate-owned locations. To view all corporate locations, see
Customer Review Ratings
Average of 85 Customer Reviews
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Review fromsurya v
Date: 05/23/2025
They renewed my life insurance without communicating me and when i asked them to cancel my policy , they didn't do it and they didn't return my money which was charged for 4 months. I had to call my bank and put hold on their payments. I called them multiple times and they were disconnecting my calls. Submitted an email via their secured channel but no response. I told them I would be filing a complaint in public platform still no response. They are so irresponsible , unprofessional and fraud.Review fromSusan B
Date: 04/27/2025
The absolute worst investor we have ever had. Nothing but lies and deceit. Dont believe when they tell you they are a fiduciary. Advisor invested all our money in 31 high priced stocks and we are retirees. No capital preservation at all. This advisor was the only one who made money. He didnt care about protecting our nest egg. He lost half of our money. Made investments without talking to us about anything. Talked us into terminating 2 annuities saying that our guaranteed 6% was a lie without even knowing what type of annuities we had. He said the money that we would get from selling the annuities would be better off being invested by him. He said we would only pay termination fees which we would get back in a year with him. We lost close to $40000 from terminating the annuities let alone the money we would have received from keeping our annuities. I wouldnt be surprised if he got a kickback from us selling these annuities which we had for years. Dont believe what an advisor who acts more like a used car salesman tells you. I trusted him but should have known what type of business man he was when we came to meet him for the first time and he wore shorts. Most people dont know much about investing and this advisor had a canned answer for everything we asked him. Now we are stuck with 31 stocks that he even admitted he bought at a high price. I can only pray for karma to teach him a lesson. I have filed a complaint with ***** and ***. How does someone like this sleep at night? Stay away from Equitable Investors. This advisor works out of the *******, ********** Go to a certified financial planner who specializes with retirees. I wish I had read all the negative reviews before trusting him and his company. Wasnt there a manager monitoring his accounts? I guess nobody there cared about his work. Shame on them!Equitable
Date: 04/29/2025
Dear ********** Thank you for your correspondence received in our o?ce regarding your Review ID: ******. Because of privacy concerns, and in accordance with our standard operating procedures, we cannot answer inquiries or complaints to non-regulatory organizations, but please be assured that we will provide a response to the consumer within the next ********************************************** your correspondence. If you desire a copy of our response, please contact the consumer, or his or her representative.Review fromDar D
Date: 04/09/2025
I have been trying to rollover my annuity for 3 weeks now on my own, since I could not get ahold of my advisor. After submitting all the necessary paperwork, I am told that there is a missing document, even though I have proof that they received it. I send it again and when I check they tell me they have everything necessary for processing. I call back several days later to check the status and they tell me they cannot process unless I send in all paperwork together. They cannot accept the single document and include it with the rest of the paperwork. What? Every step of the way, they make up excuses for not proceeding forward with my rollover. It has been nothing but aggravation, time and additional money. Every other review that I have read confirms that.Equitable
Date: 04/10/2025
Dear ********** Thank you for your correspondence received in our office regarding your Review ID: ******. Because of privacy concerns, and in accordance with our standard operating procedures, we cannot answer inquiries or complaints to non-regulatory organizations, but please be assured that we will provide a response to the consumer within the next ********************************************** your correspondence. If you desire a copy of our response, please contact the consumer, or his or her representative.Review fromDan F
Date: 04/01/2025
This company is VERY difficult to work with! I have been working unsuccessfully with their customer service team for three months now to try and setup a direct deposit on my account. Working with their customer service representatives has been a mixed bag at best. Some of the customer service representatives have seemed like they are trying to be helpful but they have not been able to give me the correct information to process this request. At this point, I’ve filled out multiple forms and submitted multiple copies of voided checks and still the direct deposit has not been established. Unfortunately, other customer service representatives have been outright rude. I’ve been told that the process for setting up direct deposit is the responsibility of another department (or a third party service) and the representative 1) doesn’t know what is causing the issue, 2) they are not able to help resolve the issue and 3) they have refused to connect me with someone who can resolve the issue. This is the worst customer service team I’ve worked with in many years! I strongly recommend you do not do business with this company!!!Review fromJohnny W
Date: 03/24/2025
This company is criminal and absolutely awful, It seems like their primary business model is taking advantage of people who have recently lost loved ones. I've struggled with them for years to figure out how to manage an inherited account. They routinely add new obstacles to try and prevent me from accessing the funds. It seems like this is a common thing with them. **************** is terrible, communication is terrible, and I would suggest avoiding them at all costs.Equitable
Date: 03/25/2025
Thank you for your correspondence received in our office today regarding your Review ID: ************** of privacy concerns, and in accordance with our standard operating procedures, we cannot answer inquiries or complaints to non-regulatory organizations, but please be assured that we will provide a response to the consumer within the next ********************************************** your correspondence. If you desire a copy of our response, please contact the consumer, or his or her representative.Review fromQueshette C
Date: 02/24/2025
I closed my account and was waiting frantically for my check in the mail. I called **************** several times until they asked if I would like for them to reissue me a new check, but told me I had to wait 4 days for the stop payment on the check and after the payment stopped, an additional 7-10 business days to receive the new check. I immediately had a severe anxiety attack on the phone. The *** put me on hold and told me they could reissue me a new check the next day via ****** I was grateful but completely mortified and had suffered severe aggravation to my disability. Then it got worse. Two days later I called to get the tracking number from customer service, and found out they had been mailing my checks to the wrong address this whole time. And when I suffered from ANOTHER anxiety attack and asked to speak with a manager, all I was given was an apology and no explanation as to why my checks where being sent to the wrong address. When I had Broken down anxiously two days prior about my financial hardship and how desperate I needed that money. Ridiculous. I told them I would be filing a complaint.Review fromKimberly M
Date: 12/02/2024
********* purchased a ***** life insurance for my Mom as a kid in the 1940's. When he died in the 1970's my Mom paid over $1*****. over her lifetime. Into this policy for her kids. My mom passed this year and Guess what we got paid out on this 80 year old policy. $1000.They claim she never changed it to a different policy.. Did they ever talk to her about changing it. $1000 Eighty years ago was alot of money. ***** is a lot of money now for a 1000 policy. Do not ever use this company.Review fromTim O
Date: 11/07/2024
I had a life insurance policy with Equitable. I cancelled it on 09/10/2024. To date, 11/7/2024, I have received NO cash surrender funds. I have called them 10+ times and been told every excuse in the book. For some reason they are refusing to send my funds. I see the reviews on here, and I'm totally worried I'm going to be stiffed and receive nothing. I wouldn't recommend this company to my worst enemy. BEWARE OF THIS COMPANY AND DON'T RISK YOUR MONEY WITH THEM WHATSOEVER!!!!!!!!!Equitable
Date: 11/11/2024
Thank you for your correspondence received in our office regarding your Review ID: #**************** of privacy concerns, and in accordance with our standard opera??ng procedures, we cannot answer inquiries or complaints to non-regulatory organizations, but please be assured that we will provide a response to the consumer within the next ********************************************** your correspondence. If you desire a copy of our response, please contact the consumer, or his or her representative.Review fromEbony H
Date: 10/07/2024
Company doesnt even deserve 1 star . Iam making formal complaint. No one is on one accord. Advisors are the worst . They do not know what they be talking about ever they all give wrong info. My mom passed 4 months ago tomorrow and company still hasnt processed claim. Worst customer service ever they all need more training even the supervisors. During a hard time losing a parent this company does give a sense of security.. I do NOT RECOMMEND ANYONE GET LIFE INSURANCE WITH THEM !Equitable
Date: 10/28/2024
Thank you for your correspondence received in our office regarding your Review ID: ************** of privacy concerns, and in accordance with our standard operating procedures, we cannot answer inquiries or complaints to non-regulatory organizations, but please be assured that we will provide a response to the consumer within the next ********************************************** your correspondence. If you desire a copy of our response, please contact the consumer, or his or her representative.Review fromJohn T
Date: 09/25/2024
Trying to withdraw money from an annuity for 4 weeks. The financial advisor is assisting but there is only so much he can do. They are giving us the run around and despite acknowledging to the advisor that they have received all the necessary paperwork they still haven’t sent the check. Worst service and financial performance from a financial services company in my 40 years of investing.
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