Schaeffer's Investment ResearchReviews of schaeffersresearch.com

Response from Schaeffer's Investment ResearchApr 10, 2025

Hi Jeff! Thanks for taking the time to post your feedback. I welcome the opportunity to share the complete overview of your experience here. Our representative reached out to you to discuss one of our top performing trading programs, Expiration Week Countdown. Despite you being incredibly rude to him, he offered to send you more information on what he was talking about so you could see the trades for yourself (being fully transparent). He explicitly, and on a recorded line, told you that the service had accumulated a 1,025.5% gain so far this year. He did not EVER say anything about a portfolio return, return on investment, or "return" in general. We have the full recording. He also sent you the full details of the trade recommendations, listing the gain and loss for every single trade in 2025 and explaining that this report is simply adding up the winning and losing percentage gains from each trade, it is not meant to represent an actual return on investment (ROI). We also included an average gain per position in this report for further clarification. We clearly identified both the time frame of the trades included in the report as well as the outcome of each trade per our trade instructions. What you are indicating is our misrepresentation is more accurately described as your misunderstanding of cumulative gains as a metric in trading as compared to portfolio returns. In the interest of transparency to all who read this defamatory review, Schaeffer's recommends that customers utilize the fixed fractional bet system in trading our recommendations. This means customers should allocate a set PERCENTAGE of their available options trading capital to each position recommended. We would never recommend simply buying 1 contract of each recommendation as you would accumulate no profit worth mentioning for all of that work. Expiration Week Countdown, as of April 10, 2025, has a portfolio return of 82.26% year-to-date. We started with a $12K portfolio on January 1, 2025 and that portfolio size is now $21,870.72 based on a fixed percentage allocation to all trades recommended. This is compared to the SPX that has a return of -7.22% year-to-date. Happy to share this complete track record with anyone who seeks it.

Response from Schaeffer's Investment ResearchFeb 25, 2025

We are sorry to hear that you didn't enjoy the trading program you purchased from us. However, our programs are definitely not for everyone and that is why we provide different money-back guarantees after a trial period so each person can make sure we are a good fit before committing to a longer term. I have passed along your feedback about our customer service, as we strive to be a partner alongside our customers when utilizing our services. It's clear we did not facilitate enough communication with you during your trial and we deeply regret that. We will use your feedback to guide future improvements! We wish you the best in your future endeavors.

Response from Schaeffer's Investment ResearchJan 30, 2025

We are sorry to see the rating you feel is applicable to your experience with the team at Schaeffer's. After reviewing the phone call in reference, we found that our representative was very clear on all purchase details including the product features, the promotional pricing, the subscription term, and a full explanation of the refundability of the service. The call was friendly and the sentiment was positive throughout the call. You also did NOT lose any subscription in this transaction. All programs you have ever purchased with us are still active on your account. We would never deactivate a program you paid for. Per the terms you agreed to on a recorded line on December 17th, you agreed to try the program for 90 days and - if the program is not a good fit for you for any reason after day 90 - you will receive a 75% refund as long as you let us know that is what you want. You requested a refund on December 31st (two full weeks after your purchase) and were given the proper refund window in line with your agreed upon purchase terms. Please reach out to our Customer Experience Team again if you have any further questions.

Response from Schaeffer's Investment ResearchDec 9, 2024

We are so sorry that this was your experience with Schaeffer's and it is certainly not an experience we wish for any customer to have with us, ever. We take pride in the continued improvement of our customer experience and we have taken great strides to enhance support since your experience in June. Thank you for providing your feedback and allowing us to continue to grow and improve from it. Your account has now been completely deleted from our system and we wish you the best, Charles.

Response from Schaeffer's Investment ResearchNov 5, 2024

We cannot locate you in our system to address your concerns directly or on TrustPilot.. or even to confirm you had an interaction with Schaeffer's. We requested more information and none was provided. We do not ever overcharge our customers and we keep a strict pricing guidance sheet for all employees, so it does not matter if you purchase online or over the phone - the pricing will remain consistent. If you are a true Schaeffer's customer, we would appreciate the opportunity to address this misinformation. Please share your email address or give us a call at 800-448-2080 and request to speak to our Customer Experience team. Thank you!

Response from Schaeffer's Investment ResearchNov 5, 2024

When someone has 0 other reviews on TrustPilot and clearly doesn't provide their full name or email address when requested over 6 months ago, it is impossible to know if this review even came from a verified customer of Schaeffer's. We do not ignore calls and, even if the office is closed, we will call customers back within one business day for all inbound inquiries. If whoever wrote this review used a real email address and can see this response, please call us at 5135893800 and we would be happy to address your concerns.

Response from Schaeffer's Investment ResearchNov 5, 2024

Hi Daryn, It's been quite a while since we heard from you. We are sorry your current trading programs aren't meeting your expectations and we'd welcome the opportunity to modify your trading account to better align with programs that will meet your trading goals. Please give our Customer Experience Manager, Landon Whitehurst, a call at your earliest convenience and he will get this sorted out for you :) You can reach us at 513-589-3800. Thank you!

Response from Schaeffer's Investment ResearchNov 5, 2024

Hi Brad - Your review is kind of confusing and implies you had any experience with our product, which you patently did not. You purchased a program from us on 7/27 (a Saturday). You disputed that charge with your credit card on 7/27 (same day). The product only releases trades/updates during trading hours. This review was written that Monday morning - giving us less than 2 business hours to address your dispute you requested. Credit card disputes are not provided to businesses in real-time and we addressed your dispute immediately upon receiving it.