
I've had a great experience investing with Shelly. She is always doing what is in my best interest. She is easy to get ahold of and when she isn't available, she returns my calls right away. I...
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I've had a great experience investing with Shelly. She is always doing what is in my best interest. She is easy to get ahold of and when she isn't available, she returns my calls right away. I...
I had a terrible experience here with an advisor who misled me and then refused to return my calls once I caught on. I ended up closing my accounts of course -- which takes some legwork when your...
I found Shelly to be fantastic at explaining the plan she had for my retirement. She was very ethical and caring. I definitely recommend her for your financial advisor!