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"... by a financial planner from another institution. after our preliminary meeting, she wanted to charge me $500 per year for her services (in addition to any commissions made on transactions). i have family members that use reagan's services, and when i called..."
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"... of the initial money that is invested. they also hold quarterly investment seminars called client continuing education seminars for about two hours that are extremely informative. they will have people from major mutual funds and other useful areas...."
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Westlake Financial Planners Reviews
"... bob is great. he is knowledgeable and flexible in scheduling appointments. he has been very responsive. he is a little pricey but he is worth it. ..."
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