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Finance Advising reviews in Cypress

  • F
    Stan DiLiberto CPA CFP
    We went to see him on 7/1/11 based on the other review here. We were trying do determine if I would be financially able to retire next year. He was very friendly and we liked him. He had given us a list over the phone of data he needed from us when we came to his office. We brought all of it. He interviewed us for about an hour. He requested some more in depth info. We e-mailed it the next day. There was no charge so far, since he said he hadn't done anything for us yet.

    We didn't hear from him for several weeks, so we called him on 7/25/11. He hadn't done any work for us yet. In fact, he had no recollection of who we were. He didn't even remember that we had been there. He said he would and quot;look into itand quot; and call us back. We haven't heard from him since. We don't see any point in continuing with him.
    - Teri e.
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Financial Advisors in Cypress

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