Hi there!
Rate this business!
First-classBetter than mostAbout what I expectedNot the worst...Disappointing
Click to Rate

Reviews

CM
Cynthia M.

07/12/2016

Provided by YP.com

These guys, Brian Gray and John Goodhue are very slick and promise better returns on your investments than you could get on your own. They teach a class called the Richness of Life which is supposed to be retirement planning...but it's just a marketing ploy to snag unknowledgeable clients. In the class they said the typical fee for fiduciary investment services of about 1% of assets and that you could average about 8% return if you invested using a "money manager". Well, I feel stupid...I lost 10% of my assets with their investments and their fees were 2.7%. Not only that, they have terrible service...never available, don't return calls timely, don't follow up on things they said they would do, etc. I research them after the fact...both of them have filed bankruptcy. Do you want a financial advisor who can't manage his own finances?? I don't know if these guys are crooks or just incompetent, but no matter...DO NOT USE THEM

More Business Info

Hours
Do you know the hours for this business?
Category
Financial Planning Consultants
Other Information

Parking: Lot

Wheelchair Accessible: Yes

Suggest an Edit