James H. Beck

I would not recommend this organization to handle any of your financial decisions. I recently had to call them to get my tax information on my investments. They refused to provide any type of information even after giving the account information along with other details. I was told that it will be mailed out shortly. I also elected to close the account and transfer it to another institution with lower fees. After the transfer H.Beck, Inc deducted $150.00 claiming it was their fees for the transfer. This organization does not have your best interest in mind. Think twice before investing your hard earned money with this company.

After my grandparents died when I was a kid. H.Beck was given $1000 in 1992 to put into a Roth. The minimum they said to expect it to grow would be to double every 7 years.....it's worth $1700 now and going down.