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Finance Advising reviews in Paterson

  • A
    I have been using him for about 7 years.  He has been really good.  When I was getting ready to retire, I found him.  He was extremely helpful in planning what to do with my retirement fund.  It was in 2005.  The price is based on the percentage of our investments and not on the number of transactions.  I use him at least 3 to 4 times a year.  I can call him anytime if i have a question.  He also advices on major purchases from a financial standpoint.  He is honest.  He treats my financial situation as his own.
    - Helen B.
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Financial Advisors in Paterson

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