Not Worth the $750 Fee
I had a very disappointing experience with this financial company. I was charged $750 for an hour-long meeting, during which I received a single-page Excel spreadsheet of financial recommendations. The recommendations seemed to come from a generic template and merely suggested slight percentage changes in two of my investments.
After the meeting, I tried repeatedly to contact the planner to ask questions and review the spreadsheet, but I was completely ignored. To make matters worse, I later found out that a good friend who referred me to this planner wasn’t charged at all! This inconsistent treatment was highly frustrating and unfair.
Based on my experience, I cannot recommend this firm to anyone. They overcharge for minimal, templated advice and provide poor customer service.
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