I used Charles Turner at The Mutual Fund Store for financial guidance. I use them monthly.
Charles is great and I have been using him for 15 years and then he joined The Mutual Fund Store. The pricing is good. We have a phone or written contract with him every month because I would like to watch my investment. He explains everything until he is pretty sure that I am sure. He recommends things that I wouldn’t think about; probably they are instruments of the company. He sits down with me until I am done asking questions. He is a very nice man. He is kind of trust worthy and is quite when I talk. He talks to me rather than ranting to me. He makes me comfortable.