After interviewing several advisors I went with Quarry Hill Advisors. Kyle and his team have been responsive, professional and personable, Their investment strategies and philosophy and financial approach / overview checked all my boxes.
July 2022
My wife and I met with Kyle from Quarry Hill in 2021 while looking for a new financial advisor. We had an introductory meeting where Kyle listened to our situation and asked some great questions about what we needed in an advisor and told us about what they do and a bit about how they work.We felt great in that initial meeting and set up a follow up meeting where Kyle was able to explain their philosophy (important), how they make money (also very important) and specifically what services they would be able to provide to us.That second meeting was helpful because after learning about what we were looking for Kyle was able to ask something to the effect of "Are you... read full review
January 2022
I was a customer of Ameriprise for over 11 year. My Ameriprise advisor "sold" me several Ameriprise products that paid large commissions to him but were a terrible investment for me. In addition, I was unable to get a straight answer about the amount I was being charged for their service, getting answers like, "Oh not much." and " It just comes out before you even see it." My portfolio dropped by nearly 40% during my time with Ameriprise, my advisor retired, hummm, my wife and I basically had to sell our home, that was paid for. We later discovered we were being billed for questions we asked, the total amount being around 3%. Quarry Hill... read full review
After interviewing several advisors I went with Quarry Hill Advisors. Kyle and his team have been responsive, professional and personable, Their investment strategies and philosophy and financial approach / overview checked all my boxes.
My wife and I met with Kyle from Quarry Hill in 2021 while looking for a new financial advisor. We had an introductory meeting where Kyle listened to our situation and asked some great questions about what we needed in an advisor and told us about what they do and a bit about how they work.We felt great in that initial meeting and set up a follow up meeting where Kyle was able to explain their philosophy (important), how they make money (also very important) and specifically what services they would be able to provide to us.That second meeting was helpful because after learning about what we were looking for Kyle was able to ask something to the effect of "Are you... read full review
I was a customer of Ameriprise for over 11 year. My Ameriprise advisor "sold" me several Ameriprise products that paid large commissions to him but were a terrible investment for me. In addition, I was unable to get a straight answer about the amount I was being charged for their service, getting answers like, "Oh not much." and " It just comes out before you even see it." My portfolio dropped by nearly 40% during my time with Ameriprise, my advisor retired, hummm, my wife and I basically had to sell our home, that was paid for. We later discovered we were being billed for questions we asked, the total amount being around 3%. Quarry Hill... read full review