Equitable Bewertungen 

Just after getting my first teaching contract in 2009, my school district assigned AXA Equitable to siphon, I mean invest, a percentage of my earnings. Since then, the stock market has been red hot, and inflation has been high, yet in 2025 when I transferred the account to my own control, I had made a tiny fraction of the average market gain; less than half of the fees AXA collected, and far less than inflation, so I actually lost money. This is partially because I was FAR too conservative in my portfolio choices, but also because of the high fees AXA charges for doing nothing. The "investment advice" they give isn't even as good as the free stuff on YouTube. If it had been, I would have invested more wisely. I'm so glad I took my money out of their hands and into my own. If you don't have the time to actively manage a portfolio, you could buy a basic S&P 500 ETF and let it ride all the way into retirement, saving thousands in fees and compound returns. Letting AXA hold your money is still better than buying naked options or other risky strategies, but if you just buy something safe and managed for you like the QQQ or SPY and hold it for life, you'll be far better off.

I signed up with them when I started working at my current job. I stopped funding my account because I could find a different one and get more in returns. I wanted to close the account and transfer the money to my bank account but was told I’m not allowed to unless I quit or get fired from my current job. Had I known this before I would have never started the account. They do not tell you this when you open the account.

This company is the absolute worst. I have been trying to file an accident claim for a year and a half. I mailed in the paperwork. It was conveniently"lost." I've called, my husband has called to no avail. I've emailed the paperwork in at least 4 times. The newest thing is "I don't have any benefits through them." I've had their benefits for almost 2 years. My hr rep. called and got everything straightened out. I resubmitted all of the paperwork. I haven't heard anything so I log into my account. A message flashed across the screen and disappeared. I had to take a screen shot just to read it. It said I don't have benefits. Again. I just went through this a few weeks ago. Now I get to get ahold of my hr again tomorrow to let them know what's going on with this company. I just want to get this settled. They make you jump through hoops to get money you're owed. The amount of phone calls and emails to this company about my claim is insane. There is absolutely no reason for the run around.

My investments with Equitable did very poorly, I lost money on most of them, customer service is not helpful and gives conflicting information. My financial advisor sold me non-publically traded REITS which lost 10s of thousands of dollars and I cannot sell them until there is a "liquidation event" or dump them off to a reseller for a fraction of what I paid. Account fees are unreasonable especially given the financial losses I have suffered. Very difficult to transfer my investments to a different Advisor. Termination fees are high and unreasonable.

Bought my first policies with equitable in 1993 paid them up and they have been covering themselves up till a couple of years ago. They were begging me to take loans out against them saying I had monies to to borrow against. I took small loans out against two of the four and then the shit show began. These people are thieves since the time of removing my money they have slapped all kinds of ridiculous fees on me, interest loans against my own money and on top of that the only way to talk to a human being is to be transferred to a bunch of idiots in the Philippines that neither can understand or the line is so broken they end up repeating themselves. These are dirtbags even my local representative in Jacksonville, Florida Bill Florenze doesn’t pick his phone….supposedly a senior level executive. None of the Customer service Numbers work and these people should be fined for ripping people off.

It took me 10 months to transfer my retirement away from Equitable. Their process to do so is overly challenging by design, and I'm sure many give up along the way, which I think is the point. I kept going, talked to a dozen people at my 3rd party admin, and finally got my money away from them. Their fees are the highest in the industry at 1.75 for the S&P 500 index and 2.5 for their target date fund. To move my money to another company, I was charged a $1,231 withdrawal fee, an administrative charge and an admin fee. Thieves. I chose all my own investments and my advisor did nothing. My Equitable account was zeroed out over two weeks ago, but my new company has yet to receive the funds. Just another way they will do anything to keep your money for longer and make a profit. You do not matter to them. Stay away as if your future depends on it. Because it does.

I worked for Equitable for 4 years. After your first 2 years of employment you are paid ENTIRELY on commissions and investment advisory fees. This company does not pay a dime in salary to their employees. I resigned from employment with them in November of 2023. I got a letter in APRIL OF 2025 claiming I owed them $2700 because they were attempting to claw back commissions that they paid me before I left. For a billion dollar company to come after employees more than a year later when these employees were not even being paid a salary just shows how pathetic this organization is. Their variable annuity products are also HORRENDOUS with excessively high fees. STAY AWAY.

Do not use this company! 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!!!

DO NOT USE EQUITABLE. My agent did not manage my funds well and Equitable effectively made it impossible for me to rollover my funds to another institution. I am stuck with this awful awful company and have no way to access my funds. All of their customer support agents give different information, and the brokers are completely unhelpful.

I would give them a zero if possible. From address changes, forms being submitted and resubmitted repeatedly, loss of documents we submitted from courts that had to be re-obtained and court sealed again, assurances that things were being processed and then lost. And on and on and on. We've been trying to collect a measly $10,000 life insurance policy on a person who died in July 2021. The rules change, the goal posts are moved and we're given a different story every time we call. They now have 24 hours to process this claim or the next call is to the state Attorney General.

The worst financial services company you can deal with. Originally signed us up into financial products with ridiculously high fees. The wealth management team we signed up with dispersed because they were not happy with the parent company. We tried getting our funds rolled over for over a year. At every step, Equitable made it a challenge. Finally they "sent" the funds to our new advisors except the check got "lost". The check was sent via snail mail and apparently it was returned. It was resent to the same address and received. Total disaster at this company, I would never trust them with our money again.

We have been waiting 15 business days to get the forms to fill out. They said it would take 72 hours. They called and told me I wasn’t the beneficiary then called back to say I was. I would recommend going with another company .

I do not recommend Equitable Life. The website is the worst. Can never get logged in. A simple life claim has been unpaid for almost 2 months. Their website has outdated forms. Horrible experience. Do your loved ones a favor and choose a different provider for your life insurance.

Worst financial company ever. I have had so many issues simply TRYING to log in. I get an error message and call CS only to be told they will get back to me in 2-5 days, they don't even ask for an error code or any additional information its just "I'll have to look into it...". The only way to roll over funds is to download forms after logging in which they make impossible! If you want to close your account they will gladly take 20% and email you the forms immediately. This has been the worst financial company I have ever dealt with, I am glad I stopped contributing with them within a few months but to get the little money I contributed back has been like pulling teeth.

We are a beneficiary when a relative sadly passed away. Equitable cannot provide even the most basic financial information. When they do send something, it is wrong. We received a schedule with a different beneficiary's information. The support line is unprofessional and has little to no financial experience. Run away from them!

Working with Equitable Advisors, LLC has been a nightmare. Everyone from our advisor to customer service (with the exception of Christopher)has been unprofessional, ill-equipped, and uninterested in doing right by the client. They have held our money hostage, and despite six months of trying to transfer funds and three months of persistent calls to expedite the process, we have made no progress.

Their customer service provides no meaningful insights beyond what’s minimally available on their website and they only handle papers via mail or fax which inevitably gets lost. My account closure request remains unfulfilled after 6 months, and their inability to verify any papers raises serious questions about their competence. If I could, I would give them zero stars. Avoid this company at all costs.

I fully anticipate that this company will go bankrupt and we will never see our earned money and having to be a part of a class action suit where thousands of clients will have similar negligence stories.

Business structure seems to be to woo teachers who are “naive “ , make it impossible to withdraw or transfer, hold the money hostage for as long as possible until the business collapses and can file for bankruptcy protection. SEC should be investigating.

I spent 15 minutes on hold, after being directed by a bot to press various buttons to route me to the correct place. Then the person I was directed to was unable to help me, after having me spell my last name letter by letter three times. I was directed elsewhere and again waited in queue. Then the next person picked up without realizing it and I had to listen to him make various noises for about 5 minutes before he heard me saying “hello” repeatedly. Then although he had my information in front of him, he claimed he was unable to help me and told me would redirect me to tech? A bot kept telling me to press various buttons, which I did, but then told me my request could not be processed. This took 40 minutes and got me nowhere, not even a callback.

I have never had such an awful experience with a company in my life. Pick literally ANY other company than equitable to handle your investments. My advisor is Jacobie Greene, I reached out him August 28th 2024 to withdraw from my 403b as I had just had a baby and left my position at Brevard County Schools. He called me and let me know it would be simple and quick. Well, I’m writing this on December 30th, 2024 and zero progress has been made. First, he gave me the wrong paperwork to fill out. Then, because I went through quick enroll, I had to wait until mid October to meet with him to sign paperwork. He assured me he would send the paperwork in that day. Every time I reach out to Jacobie, he does not respond to me or return my calls. He has me go through his secretary, that I have to send a follow-up email on every single time to get a response. Customer service said they never received the signed paperwork from Jacobie. Jacobie still refuses to return my call or acknowledge or apologize for how awful he has handled this. My taxes will be ruined since I clearly won't be getting the withdrawal within the year of my qualifying event. Was hoping to have this money for the holidays as a first time mother who just left her job.

Everyone I contact in this company gives me a different answer or hangs up on me after leaving me on hold for 20 minutes. I have cried at least half a dozen times out of frustration from this situation. No one helps me, my "advisor," does anything but advise. I'm completely on my own, jumping from employee to employee, no one offering a solution. This is truly the most incompetent company I have ever had the displeasure of doing business with. I will make sure everyone at Brevard Public Schools knows to chose literally any company but Equitable for their investments.

My client has had a 457(b) account with them since 1998. Two months ago she started trying to transfer her account to a different Life and Annuity company that offers a better annuity. They have thrown up almost every roadblock described in the other reviews above. In the 14 years I have been advising clients, I have never seen such resistance in helping a client make a transfer to a new company. Extremely disappointing.

This is not a nice hotel at all...marginal neigberhood, 3 stories up with the stairs te reach the hotel area, no reception, our view is on a concrete wall.