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Recent Finance Advising Reviews in Doon

  • A
    Thrivent Financial
    I have been very pleased with her. Her company gets a small percentage of the value of my investment to manage the funds. I do not have to pay them anything upfront. I like that she is willing to give her clients the amount of face-to-face time so that they fully understand how their money is being invested and she is willing to answer any questions about ways of making changes that if there is anything I am not happy with. I have always been with a company that basically if you needed them, you had to dial through a huge company, you never saw the person, and you never talk to the same person twice. So, that is one reason I changed, and since I had been with Ms. Bolger, all of those things that I was unhappy with about the previous company had been addressed because they are very available and willing to take the time to go over the complexities of financial investing.
    - Donald K.
  • F
    He was unaware of what was going on with my account so he called me in to clarify what was expected On my first meeting he did not give me a good feeling. Told him I was taking money from a untaxed and moving it into a taxed ira . He asked how much and i told him the amount and that i had my taxes set up to cover that amount so that i would not end up in debt to the irs. He asked if I knew if it had been converted already for the year I said i did not know he would have to look back in the records. Well Long story short he never checked , moved to much . And now i owe 2900.00 to the irs Thanks Dale.
    - Cyndi R.
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Financial Advisors in Doon

Companies below are listed in alphabetical order.

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