Portsmouth Financial Center

Mar 2024

David Mailloux is just inept. Simple inquiries are either ignored or blundered. In fact he recently contacted a family member's CPA about a financial transaction that they were not a party to. He also offered unsolicited tax advice....which he is not licensed nor qualified to provide. Checking his reputation with his peers that I trust, yielded.....never heard of him. Decades in buisness and no reviews. Caution. Certain on-staff advisors at WealthCare can earn commissions from the sale of insurance products or securities to clients. This represents a potential conflict of interest, though the firm's fiduciary duty means it legally must act in clients' best interests...read full review