The service that I have received from Schaeffer, particularly from my account rep/mgr John, has been exceptional; with a personable attitude and quick responses, coupled with the ability to listen and... See more
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I got their life time service for $3000. I swear till day not their single call hit the PT. 90% of their option recommendation goes to zero. out of 50 may be 2 or 3 will hit and they will adverti... See more
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I subscribed to a basic service with about 4 recommendations per month. Never received anything except emails trying to sell me more. Salesperson Cody says he tried to call and told me to call. Never... See more
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I have been with this company for only a short while, but my first experience with my Account Manager, John Son promises to be an enjoyable time with positive results in my journey in the world of... See more
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Company details
Written by the company
Schaeffer's Investment Research is a privately held publisher of stock and options trading recommendations headquartered in Cincinnati, Ohio. Founded by CEO Bernie Schaeffer in 1981, we're celebrating over 40 years at the forefront of the thriving options industry. From our flagship Option Advisor newsletter to our expertly curated array of real-time trading services, we've got options for every investor. Ever since that first Option Advisor newsletter was published back in 1981, it has remained Schaeffer's Investment Research's flagship offering. Of course, we've since expanded our product line quite a bit, with key offerings including a wide array of real-time option trading alert services, premium weekend-trading bulletin services, in-depth educational courses, and complimentary market newsletters. Schaeffer's Investment Research provides a wide variety of trading programs ranging from 1 day holding period to 4 month holding period, aggressive to conservative, options buying to options selling, and moneyness varies by product, too! We offer trading programs that provide real-time entry and exit instructions for the more active trader as well as Sunday-night trading services for those who prefer to set trades outside of market hours or simply prefer not to worry about the market during the week. Our leader, Bernie Schaeffer, is highly regarded by major media outlets for a unique and well-known approach to the market. Bernie and his team of traders have regular media appearances on CNBC, Fox Business, Bloomberg, Nasdaq, Benzinga, CBOE, and PBS’ Nightly Business Report. They are also frequently quoted by The Wall Street Journal, Barron’s, Associated Press, Thomson Reuters, and Yahoo! Finance. Bernie has won numerous awards and accolades over the years, including: Recipient of the Traders’ Library “Trader’s Hall of Fame” award, Recipient of the Market Technician’s Association “Best of the Best” award, Consistently ranked among the top 10 marker times by Timer Digest, Three-time winner of the Wall Street Journal stock picking contest, and was Named “Guru of the Year” by TheStreet. Our website, www.SchaeffersResearch.com, is updated throughout each trading day with breaking market news, analysis, and unusual options activity. Research from the Schaeffer's Investment Research team of in-house analysts is regularly quoted by The Wall Street Journal, Bloomberg, MarketWatch, USA Today, Reuters, CNBC, US News and World Report, and more. It's easy to see why SchaeffersResearch.com has been named a "Forbes Favorite" within the options space. Schaeffer's Investment Research is not like most online investment publishers where all you can do is email in and hope for a response in 2-5 business days. Not us. Not when the market is always on the move and timing is everything. Here at Schaeffer's Investment Research, we believe in quickly and completely supporting our clients. We provide LIVE trading support and we put customer experience at the very top of our priority list. You can always reach a product specialist or our customer support team via phone by calling Schaeffer's Investment Research at (800) 448-2080 and dialing 1. Our team of senior product specialists is available during the trading week between the hours of 8:30 am - 5:30 pm ET, with the exception of market holidays. Prefer to have us reach out to you at a time that is convenient for you? No problem! Click here to schedule a consultation with us! You can also reach the Schaeffer's Investment Research team through Live Chat on our website. If it is outside of our normal business hours, you can always leave us an offline message there and we will get to it as soon as possible via your preferred contact method. Also, if it's outside of market hours, you can always email our general inbox for the Schaeffer's Investment Research team at support@sir-inc.com and one of our team members will get back to you as soon as possible!
Contact info
5151 Pfeiffer Road, Suite 450, 45242, Blue Ash, United States
- 5135893800
- service@sir-inc.com
- schaeffersresearch.com
3.7
Average
183 reviews
No history of asking for reviews
This company hasn't invited their customers, so reviews may not be representative
Replied to 88% of negative reviews
Typically takes over 1 month to reply
How this company uses Trustpilot
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I trust Schaeffer's
I'm definitely not an expert when it comes to trading, but I'm not a beginner either. I have been using Schaeffer's for a while now and I love the knowledge I have been gaining along the way. They have had some losers, but more than enough winners to make it worth your while. The team over there has been very professional and friendly. Definitely recommend!
28 June 2023
Unprompted review
Reply from Schaeffer's Investment Research
Thank you so much for sharing your experience, friend!
Update to the response they provided
I was tricked into purchasing the $3,995 package. I assumed he meant $39.95. He did not clarify the cost was in the thousands. After the first 3 days, I have not heard from anyone from this company. I do get a lot of e-mails to upgrade to a better program. Am curious since I wonder what I was suppose to get with the $3,995 package. Have not received anything that’s worth using. Yet they try to get me to buy more programs. This company is worthless to me. When I saw the $3,995 charge on my account I called and asked for a refund but he said I had to wait 91 days before applying for a refund. Never saw another company with such a lame excuse for refunds. I see problems after the 91 days are up and I ask for a refund. In response to the Schaeffer response. They say the recorded conversation mentioned that they stated that the amount was $3995 twice, I would like to hear that recording because I would never have agreed to that price. I don’t think they even mentioned it once.
22 June 2023
Unprompted review
Reply from Schaeffer's Investment Research
Daniel -- my apologies for the delay in responding to your review. I am just now seeing this.
I see that you signed up for one of our premier trading packages on May 8th. We have delivery confirmation for every trade recommendation sent to your email address on file. I also reviewed the phone call transcript where you consented to upgrading your trading program to a $3,995 (fully spelled out as three thousand nine hundred and ninety-nine dollars twice on the call) with a guarantee that, if after 90 days of trading this program, you are unhappy with it for any reason at all, we will return 75% of your subscription fee upon request. You have not hit 90 days on your subscription so I am unsure what you mean about "seeing programs after the 91 days are up" because that is patently false.
As a side note, you emailed us requesting access to more trades on May 15th, a week after your purchase.
The best way to resolve these concerns would be to reach out to our Customer Experience team (5135893800 x1250) and they will assist you.
Two winners and three loser.
Two winners and three loser.
When advertise you mention only the winner and do not mention about the losing option.
17 June 2023
Reply from Schaeffer's Investment Research
Hi Sayed! That's correct -- we had two huge winners (+218% and +261%), one breakeven, and two losers. At the end of just 4 days, we were up nearly 75%/trade entered. Win rate is not important in options trading, it's having those giant winners. Please give us a call and we'd be happy to walk you through money management with options trading as well as reset expectations. You can make money with options with a pretty low win rate if you're buying!
Reply from Schaeffer's Investment Research
Thank you so much for your continued business, Johnny! We appreciate you and look forward to great profits going forward!
Great picks good profit margins.
13 June 2023
Reply from Schaeffer's Investment Research
Hi John! Thanks so much! We deeply value your business and look forward to continuing to provide high-ROI trades for you!
Didn't receive a thing
Didn't receive a thing, only got phone call trying to sell program. Total waste of time and money.
13 June 2023
Reply from Schaeffer's Investment Research
Hi Ed. I certainly am sorry you feel this way. You received 6 options trade recommendations immediately upon purchasing on June 12. The trades needed to be entered that same day (per the handbook and directions sent to you immediately following your purchase). It does look like a representative tried to reach out to you at 10AM that day to make sure you had received your trades and you told him that you had a doctor's appointment and would call back in the afternoon, which you did not. We do try to provide support both via email and via phone. Please contact our customer experience team at service@sir-inc.com to address these concerns to ensure you did not waste your money. Thank you.
Hi there
Hi there. 1) test offer: 5 from 6 trades, ( one of them was far away from range because of gap), 2 wins, 3 lost, l lost $600, 2) Abo offer, 6 from 6 trades, 2 wins, 4 lost, still made 50% gains, but also still far away from your expectations! I think l must introduce a little bit of money management! Anyway, it seems it works! I'm curious about next tradings session
10 June 2023
Reply from Schaeffer's Investment Research
Hi Emil!
With options buying, best case scenario, you win 50% of your trades. A successful options buyer can be wildly profitable with a 35% win rate. With Expiration Week Countdown, the goal is to have your winning trades greatly outweigh the losing trades that are inevitable. This is all explained in detail in your handbook that was sent to you immediately upon purchase.
Money Management is the HIGHLIGHT of our Quick Start Guide and our product handbooks to ensure customers can profitably trade option buying services.
In the trading session you are reviewing, we delivered 6 trades and - by the end of the week - we had delivered an average of 26% gain per trade. And that is in just 5 trading days.
I do hope you will revise this review at some point to accurately display what was delivered once you have a chance to review the guides that came with your membership.
Reply from Schaeffer's Investment Research
Thanks for your review, Rory! We greatly appreciate your business and look forward to future profits together!!
My experience
I get a lot of emails since subscribing. A large percentage of them are offers for a “new better” subscription. I don’t like this and it wastes a lot of my time sorting through to find the emails that are relevant to the subscriptions that I have paid for.
10 June 2023
Reply from Schaeffer's Investment Research
Hi James! No problem - we have removed you from the promotional list and you can focus on your paid memberships now. At any time, if you are receiving information that you do not wish to receive, there is an Unsubscribe button of every single email. If for whatever reason that link does not work, please email service@sir-inc.com and we will take care of that within one business day for you!
Questions
I paid $15 for an introductory offer of option trade recommendations due to me by Sunday 6-11-2023. I did not find that email. They asked me to check all email files. I found it but the topic line had not stated the name of the sender. The evening of 6-12-23 they told me not to place the trades because it was too late. Today I read on Trust Pilot that the company had tried to contact me three times on 6/21. I have not heard from them since our emails on 6-12-23 and 6-13-23. Thanks, CA
4 June 2023
Reply from Schaeffer's Investment Research
Hi Clinton.
I apologize that you were unable to find the trade email. The subject line was "New Recommendations for Expiration Week Countdown" and it was sent from subscriptions@schaeffer.com at 7PM ET on Sunday, June 11th. If you ever do encounter email issues, please give us a call or reach us via live chat on the website. The trade instructions you purchased required that, if trades were taken, they must be taken on Monday, June 12th, before the close of market (4PM ET).
We have documentation that we attempted to reach you three times that week (once on the day of your purchase and twice following an email exchange) and were unable to connect all three times. I am unsure of what dates you are reference above, but I hope I can provide clarification as our system tracks these things.
The contact number you entered, 8058955436, was called as follows:
6/9/23 @ 10:28AM ET (message left)
6/14/23 @ 3:19PM ET (message left)
6/14/23 @ 4:28PM ET (message left)
You first contacted us on 6/12 @ 8:10PM to let us know you didn't know where to find your trades. However, that was over 4 hours too late to utilize the program for the week, which we same-day informed you of on 6/12 at 9:47PM. We did not hear from you again until two days later, at which time you again asked about entering the positions. We cannot provide personal advice, which we would be doing if we told you to enter positions in a way that varied from what our newsletter instructed. Again, you were told on 6/14 that it was too late to place the trades.
Since you filled out this review as "CA", we were unable to identify your contact record to follow up on your complaint. Also, naming employees of our company is against the terms on TrustPilot. That is why TrustPilot reached out to you multiple times following your review on posted on 6/21.
This back and forth via review is not very productive. I will email you now and I hope I will be able to straighten out this situation with you.
Recommendations are based on research…
Recommendations are based on research that provides insight into market conditions. Generally it results in positive results. The approach to actionable recommendations are conservative and risk balanced.
6 June 2023
Reply from Schaeffer's Investment Research
Thanks so much for your feedback, Mike! We deeply appreciate your business and look forward to continuing to deliver the high-quality service you deserve!
I wasted time and money to have a rep
I wasted time and money to have a rep. call me to tell me i am stupid.
11 June 2023
Reply from Schaeffer's Investment Research
Hi Manprit! Thank you for the opportunity to review the call transcripts to clarify things. It looks like you put $15 into a trial to one of our trading programs. When the representative gave you a call to discuss the program and any questions you might have had, you mentioned that you had not taken the trades. Since the trial you purchased was for only one set of trades, the representative suggested that you extend your subscription and use your $15 as credit toward that extension so you could fairly try out our trading programs. There was no name calling and we certainly apologize that you felt like that was the tone of our representative. Please send our customer experience team an email at service@sir-inc.com and we will assist you with top priority.
no log in info sent
12 June 2023
Reply from Schaeffer's Investment Research
Hi Bernie! I see that you purchased Expiration Week Countdown on June 11th. You submitted your order at 4:56pm ET and three emails were automatically generated for you: an email with your log-in information, an email detailing the best ways to optimize your SIR experience, and a link to our Quick Start Guide. These emails were all set at 5:01pm ET. The emails come from service@sir-inc.com and subscriptions@schaeffer.com. Please check in your inbox for these senders and confirm that you received these emails. Your representative has tried to reach you five times (all week last week) to ensure you had everything you needed but we have been unable to connect. If you are unable to find these emails, please contact us at service@sir-inc.com and we will assist you in resolving this issue.
offers of services are very clear and…
offers of services are very clear and easy to understand
10 June 2023
Reply from Schaeffer's Investment Research
Thank you for your feedback, Chandran! We deeply value you as a client and look forward to future profits together!
Too early to assess how you have done.
10 June 2023
Out of 42 trades that I took from your…
Out of 42 trades that I took from your recommendations, 27 were losing trades. Averaged 47% losses on the losing trades and 47% gain on winning trades. I am losing a lot of money on your trades so far. It seems to me that you let losing trades go to far. Have had at three trades with over 90% losses.
9 June 2023
So far my subscription is showing positive results!
So far my subscription is showing positive results. I upgraded from a previous subscription and I am glad I did.
31 May 2023
Results are horrible
Results are horrible, and the man from your firm that called me yesterday was very rude.
7 June 2023
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