Chase Morgan Street Thriftway
4201 SW Morgan St, Ste 100, Seattle, WA 98136
Southwest LocationGet Directions
Chase Branch Customer Reviews
Reviewed By jveit Feb 18, 2014
Chase Investment banker bullied me over the phone.
Omar O. with Chase Investments called me numerous times in December and said I HAVE to meet with him. I told him I don't feel a need to meet (I have a few stocks and a small mutual fund that I am perfectly happy with). He then said "Why do you have investments?" and he hung up on me. He called back again in January, insisting that we meet. I agreed to meet Feb. 18th at 10:00AM. He called again on Feb. 12th and asked if we could schedule a time to meet. I told him we already did and he said oh yes I see that. As I was driving to meet him (I was running a couple minutes late) he called me at 9:59 and rudely said 'we have a meeting'. I said yes at 10:00. He thought it was at 9:30. Rude, unprofessional and unorganized. No way would I have him manage my investments. One of his rude phone calls he told me it was his fiduciary duty to meet with me. Look up the definition: 'An individual in whom another has placed the utmost trust and confidence to manage and protect property or money'. NO WAY would I place any trust or confidence in him!Thank you for your feedback Is this review helpful?