I am so pleased with my investments. My money has increased by leaps and bounds. I totally trust Mike Forman and Terri Detrie. Thanks to their advice I am able to retire in comfort. Their...
Wells Fargo Advisors
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Invested 200k in an investment our advisor Brian Carey (San Jose, CA based) got us into, clearly stating a 5 year term on the investment and it was supposed to be a great investment, it's now year...
If I could give a zero here I would. Note that everything we were told from the setup of an IRA to information on who was responsible for reporting to how to handle distributions were incorrect....
We had two bad experiences with Michael Marchi, who handled some investments for me and for my dad. The first thing he did when he took over my father's portfolio was buy shares in a company...
I had my portfolio at the branch on Tice Valley for over four years, and in that time while the Dow rose 68%, the value of my holdings stayed FLAT, once I subtract the 2% annual fee. I think WFA...