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Reviews

anonymous

08/21/2009

Provided by Superpages

I don't know. They are very nice. Perhaps very good sales people. They work with Kalos Capital which I never heard of, a relatively small mutual fund. I hesitate to move my funds because of their sheer desire to have my account rather just tell me about their business, then sit back and let me make the decision. They have lunch seminars and parties for their account holders which should be a good thing, but are they trying too hard? And they stress how all the time they put into my account there is no charge. They get paid from the mutual fund. They made a nice description of my status and what I need. They spent alot of time with me.. Maybe start a relatively small account with them, gain confidence, and add more.

More Business Info

BBB Rating
A+
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BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Extra Phones

Phone: 407-645-5212

Phone: 407-381-7364

Phone: 407-645-4433

Fax: 407-645-5212

TollFree: 800-330-4433

AKA

Cramer, Mary K

Cramer And Rauch

Other Email

Categories
Investment Management, Annuities & Retirement Insurance Plans, Financial Planners, Financial Planning Consultants, Financial Services, Insurance
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