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Financial Advising reviews in Independence
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.
Thank goodness we hired
financial crisis by getting her 75% majority investments out of telecom.
I feel that
have a large investment, but he had no qualms working with us.
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
responds with an answer that my Mom can understand.
of her Estate a piece of cake, literally. I would highly recommend
as your financial planner.”
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
We will definitely be back for an updated analysis once our financial situation changes.
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