Certified financial planner FEE only registered investment advisory specializing in financial. Retirement. TAX and insurance planning AS well AS investment management.
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Reviews

03/01/2018

Either incompetent or snake oil salesman

Unprofessional and inexperienced. You would think someone who runs his own financial business and is certified would know how to give productive advice, however that is not what you'll get with Jay. He gave me terrible advice for my business and I lost money. His professionalism is also lacking as he constantly bad mouthed our President and country, while gloating that he attended a rally protesting Trump and is pro abortion. Extremely inappropriate to discuss with clients. He took no responsibility for his bad advice, which shows that he's in it for greed and not to help people. I urge you to take your business elsewhere.
J.K. Roberts (Jay) is an incompetent misinformed self proclaimed socialist.

More Business Info

Hours
Regular Hours
Mon - Fri:
Sat:
AKA

Phoenician Financial Planning LLC

Categories
Investment Management, Financial Planning Consultants, Investment Advisory Service
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