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Stacey Huttovia Google

about 2 years ago

I highly recommend Gate City Advisors for your financial services. Their entire team is knowledgeable, responsive, and fully committed to providing clients with top notch services. Joe Vartanian went above and beyond in helping us with preparations and negotiations for a recent large business acquisition. We look forward to working with Gate City for our future financial goals!

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Rena McLeodvia Google

over 2 years ago

BEWARE!! My father-in-law dealt with this company for many years and ended up losing money on his retirement account. Upon his death and trying to transfer funds, their staff was not helpful. In fact, Mercades made a mistake that almost cost us $15,000, provided inaccurate information that caused delays that took over a month for everything to be corrected, and even a decrease in the value we received. We wanted our money rolled over to a reputable bank. A class action law suit was filed and Sherwood refused any assistance to information regarding the company's bankruptcy documentation required to file or even verify if executor met filing deadline for additional fund distributions. Nor would he provide any information regarding payouts from their bankruptcy class action settlement. I would never invest my money with this company.