Just M.
9/2/2015
Avoid this firm if you desire an actively managed investment portfolio that truly caters to the client. Their fees are excessive and the remaining 2 planners have ridden the market upswing since...
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Avoid this firm if you desire an actively managed investment portfolio that truly caters to the client. Their fees are excessive and the remaining 2 planners have ridden the market upswing since...

I trusted them for years with my finances. They did nothing to protect my assets from my Partner of 20 years. They handled my finances alright. Handed everything to my ex. Never insisted on me...