Excellent Investment company. Been with them 3 year and they have been fantastic. Returns are far better then my Vanguard account and they treat me as a person and partner in my Investments and not just an account. Highly recommended.
March 2023
I talk with a vp named Christopher B...don't remember the full last name. But he is a guy out of the Dallas area office. Very experienced and knowledgeable. Gave me great details on working with Fisher investments. I need to retire before I can work with him but he is worth talking to and will work with him in the future. He is a straight shooter.
Excellent Investment company. Been with them 3 year and they have been fantastic. Returns are far better then my Vanguard account and they treat me as a person and partner in my Investments and not just an account. Highly recommended.
I talk with a vp named Christopher B...don't remember the full last name. But he is a guy out of the Dallas area office. Very experienced and knowledgeable. Gave me great details on working with Fisher investments. I need to retire before I can work with him but he is worth talking to and will work with him in the future. He is a straight shooter.