We arrived 5 minutes early, buzzed in by (I think)the receptionist, nobody was there to greet us, we waited 15 minutes passed our appointment time and left as nobody came to even acknowledge our presents. An hour and a half later recieved a phone call asking where we were, I explained what had happened and my disappointment in their lack of customer care.
March 2021
I've known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. It's clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .
May 2010
After dealing with Smith Barney for 4 years they put into action "fees" on FMA accounts (checking accounts). I just got hit with over 150$ fee and when I asked my financial adviser, Arthur Stern, to reimburse me because I've never hear of the fees, he said " I'm not going to eat that". A simple courtesy would have been nice, but now I'm out and done with Smith Barney and Morgan Stanley and Citi Group. Bunch of Snakes.
We arrived 5 minutes early, buzzed in by (I think)the receptionist, nobody was there to greet us, we waited 15 minutes passed our appointment time and left as nobody came to even acknowledge our presents. An hour and a half later recieved a phone call asking where we were, I explained what had happened and my disappointment in their lack of customer care.
I've known Art and worked with him for a few years now and I am very thankful I was introduced to him. He has been instrumental in helping me grow my business. It's clear he is very knowledgeable with managing/protecting money and is a true fiduciary, educates on different strategies and lets customers make an informed decision. Highly recommend .
After dealing with Smith Barney for 4 years they put into action "fees" on FMA accounts (checking accounts). I just got hit with over 150$ fee and when I asked my financial adviser, Arthur Stern, to reimburse me because I've never hear of the fees, he said " I'm not going to eat that". A simple courtesy would have been nice, but now I'm out and done with Smith Barney and Morgan Stanley and Citi Group. Bunch of Snakes.