Financial Consultants in Springfield

“People was nice, was easy to set up appointment. Sent me some information about how they work. Seemed like a nice company.“

“Has done a great job of preparing us for retirement. Keeps me informed on a regular basis of what is going on with my investments. Very knowledgeable and shares it with me so I can make informed decisions.“

“A friend of ours asked us to call him. We did. He was quick to answer questions. Seemed to be on it. Asked us to check with our Tax guy about a fee things. Here is where I loss faith. He said he would call us back. He didnt. It has been a week. He must be busy and hopefully doing fine. These days you never know. Just no return call. Disappointing after such a rave review from a friend. So really this review constitutes nothing on his skills, knowledge, but merely he ddint return a phone call as he said. Perhaps busy or misplaced our phone number. I do not know.“