
Debbie C.
7/30/2021
Attentive to my needs and goals. Allowed me to retire 3 years earlier than I originally had planned. Gene Carrillo is a great advisor.
(2)
Attentive to my needs and goals. Allowed me to retire 3 years earlier than I originally had planned. Gene Carrillo is a great advisor.
I learned more in a 1.5 hour visit from my following advisor than I learned from Gene in several years. He made a significant error in the depositing of my retirement pension payout. At a time the...