Schaeffer's Investment Research Reviews 183

If you wanna lose money, then this is the company you want to be with they run a boiler room operation and once they get your money, you’re kinda on your own and the trades that they give you are useless you’ll lose money on them almost every time very very poor service

Libra got my issue resolved promptly and courteously.

Thanks

If you want to make money in trading option, Schaeffer investment is the place and Ryan Bianchi is the guy. Ryan is superb! He knows the in and out of trading. Change your financial life and enjoy you life for ever. Bravo Ryan!

They say all the right things that you need to know about options, but the product just isn't very good. I've traded options for the last decade. I've employed a host of strategies (calls, call spreads, LEAPs, puts, put spreads, straddles, etc) across both indexes and single stocks. I signed up with Schaeffer's hoping for more idea flow to complement what I'm currently doing on my own and ideas I get from sell side research firms. I tracked 38 closed trades during my 90 day "trial" and 6 of them were profitable, a hit rate of less than 20%. Of those 6, only 4 were winners of 100% or greater. You cannot make money with these sorts of numbers. What's more, the shots to confidence after such a run make it nearly impossible to continue taking the ideas. I stopped sometime within the first 40 days after observing a number of trades that were recommended and quickly tanked. I expected a lot more, frankly. I prefer trading around earnings events, investor days, etc. Mostly one direction but a well-placed straddle trade every so often is worthwhile too. I had "Elite Trader" and apparently that service doesn't provide such ideas. Try at your own risk. This service definitely needs some improvement, in my opinion.

They offer one on one guidance, expertise, and insight, to benefit and profit from the services and programs they offer, so I may improve my personal portfolio with diversity, profitability and opportunity.
I work with Ryan Bianchi on a person to person level and he has been responsive and knowledgeable to assist in any way possible. Thumbs up Ryan!

I enjoy speaking to John Voss of Schaeffer's Investment Research. He is very professional and helpful.

I have been involved with different Schaeffer's products for several years. They have successful products for many types of trading situations and deliver them in a timely and clear way.

Over the years I have had account reps and currently work with Ryan Bianchi. He is very well informed about their products and works to match you with the right situation.

Chris

I know nothing about investing but after talking to Brian and Ben, I feel confident that they will lead me to a good year.

I recently partnered with Schaeffer's Investment Research, and over the past couple of months, I've been impressed with their exceptional service. Their team is highly responsive, knowledgeable, and well-versed in options trading, making them, in my opinion, one of the best services in the industry. Highly recommend Ryan and Ben and the entire team.

Fabulous customer service by Neelima!!!! Her response was so fast and she answered all of my questions!

Schaeffer's has enabled me to enter the world of options trading, something I have been wanting to do for a long time. With the help of Schaeffer's trade commentary and clear order entry instructions, I am able to place and close out trades with confidence. I appreciate having my personal representative, Ryan Bianchi, who takes care to answer my questions and helps tailor the services to fit my needs.

I subscribed to an option service for $100. I was fine with it. Then the company called and upsold me to another service for $1000 with credit for my $100 but canceled the first account. I was at work at didn't have time to talk but the the rep was pushy and kept trying to keep me on the phone. I'm polite so I listened even though I had told him I was busy at work. But he didn't seem to care. I didn't want the new service, but he convinced me to try it then I could cancel if I didn't like it. Well my wife wasn't happy with me, so I called to cancel. Apparently, I am committed until March, then if I want a refund I only get 75% of my money back. So I lost the first subscription that I was happy with because of a pushy sales rep. Now I don't have that service anymore and I have to wait three months to get 75% of my money back while I have to pay interest on my credit card in the meantime. I won't be using Schaeffer anymore. They have been fine in the past, but this left a bitter taste in my mouth. As I finish writing this, the rep calls me. He asked what was going on an said I explained that my wife was upset. He said "she is mad about $995"? Like it was nothing. No apology offered. Very classy.

How do I get funds from this account

Quick & helpful response to query about one of the products

I did not have the time during the Fall to work on learning and placing options, although I may try again after the New Year.

They market a great promise, and the moment you sign up they start upselling you. The emails promise the same things you were silly enough to sign up for but are now only available if you pay much more for the additional services. And the emails are endless, often several a day.

10 Dec 2024: I left the one star review around the middle of the day on 9 Dec. Later in the evening while I was on another call, they called my cell phone but didn't leave a message. the review I left is accurate. That is why their cumulative review is around 3 stars. Then the answer they left me on Trust Pilot is such a canned response. They do not address the upselling to get the info they promised at the entry level.

It is simple: they gave a sales pitch, I bought their product, then they offered additional services at much more of an expense so that they could deliver the promised service that I paid for in the first place. When I called on the 9th to cancel my subscription and ask them to delete my billing information, the 'operator' I spoke to said he didn't need to do anything, that I only had a 2 year subscription with no renewal. Now that they tried to spin my review I will call again later in the morning of 10 Dec and make sure they delete my info, not just tell me everything is OK.

Schafer - you sent me an email reply and answered my rating here on Trust Pilot. but since you called me back you have all my information and don't meed more. please stop jobbing me. My review stands, and since you called my cell, you can find my account and delet all my information and my account.

When I was ready to trade, I called and asked for someone that would "hold my hand" at the beginning, because I had no knowledge about options. Luckily, I was connected to John Voss. He was so patient and friendly, answering all my questions. This gave me the feeling that he really cared about me. I told him that the next time I call, I want to be connected to him and no one else. Thanks, John.

Mr. David was polite, went the extra mile to do research, and made sure my question was was answered completely. Joe Andre

Ben Dolan and David at Schaeffer's Research were so very helpful to me. In my first Options Under $5 trade, my $335.00 trade brought me a $187.00 profit in just one day! Ben helped me through the Buy to Open yesterday and Sell to Close today with my Schwab account. I wouldn't have known how to do it without their help. This was almost a 56% profit in only one day. Thank you, Ben and David!

They responded quickly to my question and provided the answer I needed.