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August 2023 by Karen
Similar to another individuals experience, Mr. Ivanoff called to inquire about the reservation I made for my mother and I to attend. As my mother does not drive far, I take her. Ivanoff vocalized wanting a "specific population" of people to attend his seminar and insisted we cancel. "If you're okay with that I can go ahead and cancel that" after indicating that my mother attend alone instead. He offered a voucher to location if we came in a different time/day and have a private session instead. Not impressed. Ageist given my mother got this invitation and knowing that not all elderly people have the transportation means of attending.
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August 2023 by Karen Cortez
Similar to another individuals experience, Mr. Ivanoff called to inquire about the reservation I made for my mother and I to attend. As my mother does not drive far, I take her. Ivanoff vocalized wanting a "specific population" of people to attend his seminar and insisted we cancel. "If you're okay with that I can go ahead and cancel that" after indicating that my mother attend alone instead. He offered a voucher to location if we came in a different time/day and have a private session instead. Not impressed. Ageist given my mother got this invitation and knowing that not all elderly people have the transportation means of attending.
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September 2021 by Linnie Sohler
I have been working with Paul Ivanhoff for at least 10 years. Talk about integrity! This man takes no fees for his service, which other advisors do. Those fees are hidden in your annual reports. Not with Ivanhoff Advisors! Obviously, I make more money! You won't be sorry! Call for an appointment today!
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April 2021 by Michael P.
Ivanoff Advisors are a great financial services firm to work with, as they really care about people whether they are individuals, couples, and families in advising and investing. Their representatives are fiduciary, which is important Ivanoff Advisors offer a good variety of investments for their clients that can be both short term and for retirement. They specialize in clients 50+ in that they really listen to each client's personal needs and are a lot more than just the free seminars they offer. Their services do not stop there with a supplemental medical insurance representative who was a former nurse that understands and helps people with difficult decisions. They are also looking into offering tax preparation as well as other referral services in 2022. Their variety and flexibility make Ivanoff Advisors a one stop shop for the services mentioned.
