By ForEvYoung on January 27, 2011 Verified by Email

I was referred to this company through my son. After completing our first few meetings I completely understand why my son was so happy with them. It’s not that they have better funds or better products (even though they do have an interesting way of doing account reviews). It’s when you leave their office you have faith in them. A complete relaxed trust that they will do what’s right for me and my family.

Thank you, Dan

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By mrpixel on October 13, 2008 Verified by Email

This company has been terrible to communicate with. They don't respond in a timely fashion
to phone or email requests. In the recent downturn, I had forwarded specific instructions and there was a delay of 8 business days, before they got back to me. Apparently when one person goes on vacation, their ability to function is severaly hampered. The resulting downturn in the markets left the investment short and they are asking me to make up the difference.

Don't waste your time with these people. Move on to other options.

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By ForEvYoung on January 27, 2011 Verified by Email

I was referred to this company through my son. After completing our first few meetings I completely understand why my son was so happy with them. It’s not that they have better funds or better products (even though they do have an interesting way of doing account reviews). It’s when you leave their office you have faith in them. A complete relaxed trust that they will do what’s right for me and my family.

Thank you, Dan

Write a Comment

By mrpixel on October 13, 2008 Verified by Email

This company has been terrible to communicate with. They don't respond in a timely fashion
to phone or email requests. In the recent downturn, I had forwarded specific instructions and there was a delay of 8 business days, before they got back to me. Apparently when one person goes on vacation, their ability to function is severaly hampered. The resulting downturn in the markets left the investment short and they are asking me to make up the difference.

Don't waste your time with these people. Move on to other options.

Write a Comment