Too hard-sell on initial contact. Got the impression they didn't care about my situation at all--just what they could push me into to reach their commission goals. Also an attitude of "Hurry!...
Carolyn L.
7/26/2018
(4)
Too hard-sell on initial contact. Got the impression they didn't care about my situation at all--just what they could push me into to reach their commission goals. Also an attitude of "Hurry!...
The Most Confused Financial Planner??? I have been listening to KFI radio for many years and I continuously hear a commercial for a financial planner and a radio segment by Ric Edelman. During the...
Used their investment service for 1 year. I invested 10k, they did a LOT of different trades throughout the year and managed to eke out 1% gains which they promptly confiscated in the form of...
What a major disappointment! I've listened to Ric Edelman on the radio for years, so when it came time to make a major investment (see below) I was anxious to set up an appointment/consultation to...