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Finance Advising reviews in Bethany Beach

  • A
    Newt was referred to us by a friend and following our extremely positive experience with him we have referred him to others.  He met with us, explained what he could and couldn't do, and his fee structure.  I cannot recall the exact details but I believe the first few meetings with him were free, and then we entered a contract with him for a retirement analysis to be done at a flat fee.  He instructed us on the documents and information he wanted from us, then developed his written analysis and met with us to review it and answer our questions.  His advice was sensible and useful.  Although some of his underlying calculations were too complex for me, I got the gist.  My husband and I both thought his fee schedule was reasonable.  We will be visiting him again soon for a post-recession "tune up."  If you are looking for an objective investor advisor, and are in the DC metro area, I highly recommend using Newt.  His principal business is managing investment portfolios (although we do not presently need him to handle ours), and if you wish you can go on to use him in that function.
    - Catherine C.
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Financial Advisors in Bethany Beach

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