They try to get you early, like the tobacco companies but with your best interests in mind. William and I met while I was on a supervisory patrol of my volunteer security staff at an anime...
Waddell & Reed
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I've been a client with Waddell and Reeds for several years. My advisor doesn't use any high pressure sales tactic and he's knowledgeable. With rates of Cd's with returns of less than 1% and...
At first they were great. Very attentive and answered my questions. Last year, my solo 401k paper work needed to be updated and I got a whole folder of documents. Called/text/left messages for my...
I've been a client for years and completely love and trust my advisor Stacey Kim. She is such a genuine, patient soul with an amazing amount of financial knowledge that has greatly benefited me...
I highly recommend Freddie Brown, one of the advisors here. I recently had a client settle a case for a large sum of money. Having known Freddie for several years, I was able to comfortably give...
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