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Finance Advising reviews in Riverside

  • B
    EP Wealth Advisors

    It is an ongoing service. It is not a one-time thing. There was one minor $15 issue with my husband's 401-K that I just kept having to chase them down on. I spent a long time and many phone calls and emails, but it eventually never got resolved so I finally just gave up. They have a statement that says if something is wrong they will correct it, but they did not do it. It is expensive but we are getting really great results. Their performance is totally graded on accountability. I monitor them and watch things but I don't have to do the investments myself. They were recommended to us by the place where we keep our money.

    - Deborah A.
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Financial Advisors in Riverside

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