• CSM Wealth Planning

Overview

CSM Wealth Planning has a rating of 3.0 stars from 12 reviews, indicating that most customers are generally dissatisfied with their purchases. CSM Wealth Planning ranks 38th among Personal Finance sites.

  • Service
    7
  • Value
    7
  • Quality
    6
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How would you rate CSM Wealth Planning?
Top Positive Review

“Successful Withdrawal”

Hilda J.
8/23/21

Earlier, I had been experiencing glitches in my withdrawal but after consulting the livechat and their customer service. I was asked to provide certain forms of identification and subsequently, it was processed smoothly. I'm highly impressed! Initially skeptical but thankfully it was resolved and so far it's been going smoothly. Nice Team CSM!

Top Critical Review

“Taken for a ride”

Bradley W.
2/18/22

If you drop a dollar with them, kiss it goodbye. They also have others on FB touting their "service", making it seem legit, but it isn't. I should have listened to my gut and not contributed to my "account." Figure they're sailing on to their next scam in their yacht.

Reviews (12)

Rating

Timeframe

Other

Thumbnail of user bradleyw198
1 review
2 helpful votes
February 18th, 2022

If you drop a dollar with them, kiss it goodbye. They also have others on FB touting their "service", making it seem legit, but it isn't. I should have listened to my gut and not contributed to my "account." Figure they're sailing on to their next scam in their yacht.

Thumbnail of user kellyr687
1 review
2 helpful votes
August 18th, 2021

I invested last year and I've been trying to take a withdrawal for over two months now. I keep getting strung along. Buyer BEWARE!

Products used:
Cryptocurrency

Service
Value
Thumbnail of user roberts6062
1 review
2 helpful votes
December 22nd, 2021

There is no question that this is a scam. Dmitri Glavas is a spoofed person using the real Dmitri Glavas's information. My money was flat out stolen. They will take your money, show you huge returns, then ask for 20% capital gains, and 20% broker commission in cash before they "release" your money, only that will never happen and you will never hear from anyone again. The person who gave a 5 star rating is obviously a "plant" reviewer because there is no "live chat" on the website, and any email you send to the *******@csmwealth.com address bounces back. The only way to get in touch with them is through "Dmitri" through his WhatsApp. I have filed complaints with FINRA and the FBI Internet Fraud Division.

Tip for consumers:
It would have been helpful if I knew Dmitri Glavas was an imposter.

Products used:
It’s an investment firm. I invested money that they kept.

Service
Value
Quality
Thumbnail of user stefanof27
1 review
2 helpful votes
February 4th, 2022

Everything is fake address and phone number Dimitri and David. Withdrawal's never happens. Don't do it. David manicure and Dimitri are thieves. They will take your money and you never see it again. Dashboard is fake and numbers are fake and don't mean anything.

Tip for consumers:
just see all the reviews . positive ones are lies address is fake number is fake

Products used:
crypto and is scam

Service
Value
Quality
Thumbnail of user humphreyj4
2 reviews
1 helpful vote
August 23rd, 2021

Earlier, I had been experiencing glitches in my withdrawal but after consulting the livechat and their customer service. I was asked to provide certain forms of identification and subsequently, it was processed smoothly. I'm highly impressed! Initially skeptical but thankfully it was resolved and so far it's been going smoothly. Nice Team CSM!

Tip for consumers:
You can use your most preferred broker!

Products used:
Crypto

Service
Value
Quality
Thumbnail of user nt120
1 review
3 helpful votes
January 7th, 2022

DO NOT PUT YIUR MONEY HERE!
Your money will be taken. They'll string you along but you will NEVER get your money. Try their website. Nothing Works. DO. NOT. SEND. MONEY!
The positive reviews are planted. Dimitri is an assumed name. He supposedly works with Antonio dos Santos. Not his real name. His real name is Dragoslav Ilic, a wealthy Serb made wealthy by stealing good peoples money. Same pictures on Antonio's Fakebook page and Instagram as Drago's. His wife is in on it too. Her name is Marielys Paredes. All three are thieves. All three need to be arrested and tried for grand larceny. Drago and Marielys live in Spain. I wish there was a place for a negative star. Or 5.

Tip for consumers:
Fake!! Fake!!! Do not go there!!!

Products used:
Financial

Service
Value
Quality
Thumbnail of user markg1892
1 review
9 helpful votes
February 21st, 2021

Scam! A well done scam, with interactive cryptocurrency real time values. Address is fake, phone number is fake, trading is fake.

Merchant ID
#5f8db*******c1a

Once you make your deposit you will not be allowed to withdraw any portion of your money. Online account constantly shows increases yet there is no one to process your withdrawal.

Fake broker Dimitri N. Glavas, uses SEC broker number, CRD# *******, of someone else's name and SEC broker number, (https://brokercheck.finra.org/). The real Dimitri is in California as an employee of J. P. Morgan. He was contacted and said he heard about this from another investor.

On the csmwealth.com website his name is spelled different. I did ask him and he said it's a typo and would have it fixed. Never did, Galavas is probably deliberately misspelled to throw off any checking. Website is aged (2011) but must have been bought and repurposed. I have requested withdrawals three times and was given various excuses. One is they want to maximize my returns and meet my investment goals. Another is you have a Gold plan and cannot make withdrawals for one year. Another is the crypto contracts cannot be broken until maturity without massive losses. None of these are true as I asked for monthly withdrawals from the beginning and would be processed within 3 business days. You guessed it they have no one except the broker to speak with and he has denied the withdrawals.

Thumbnail of user michaelh3855
2 reviews
1 helpful vote
May 25th, 2021

In general good service. I'm pleased with the honesty of the company. Works well, fast, no problem so far since I've been using them. Withdrawal of returns is convenient and understandable. Thanks the support for their prompt answer to questions.

Products used:
Crypto and stocks

Service
Value
Quality
Thumbnail of user dank586
1 review
0 helpful votes
May 19th, 2021

They take their time to really explain how the markets work and get you up to speed with a top class portfolio. I wish I have found them sooner

Thumbnail of user ronnyb16
3 reviews
1 helpful vote
May 25th, 2021

I just made my withdrawal and I am really impressed. No regrets as I would have lost so much in the last market fall.

Tip for consumers:
Crypto space is very risky and putting a little with Csmwealth is worth it

Products used:
Financial services

Service
Value
Quality
Thumbnail of user marcosg42
2 reviews
1 helpful vote
March 15th, 2020

I am so happy! I just made real good profits with my investment with CSMwealth, I invested $300k and I have made a good ROI, I am really impressed!

Thumbnail of user austinew
2 reviews
0 helpful votes
March 16th, 2020

CSMwealth have made good profits for me, I have never been worried for 7months. If I was richer, I would have invested so much more

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