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Very helpful in explaining things to someone like me with very little understanding of the process. Completes reviews and is willing to answer any questions. Listens to what your life goals are then makes your financial goals match. Cares about your financial success as well as you as a person.
CD
Chris Duroy
Oct 13, 2022
1.0
Don’t do it!
He is not a man of his word! He will agree to the safe fixed interest investment strategy you request and desire to protect your life savings from the stock market wild swings in normal investing models…..then he does what is most beneficial to him in $ after he gets your retirement savings under his control!
No matter how much you loose, he still wins in the form of monthly management fees!
Don’t let it happen to you! It will wipe out several years of your hard work!