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April 2022 by Sam A.
Very old school people... dont have much knowledge/experience and strategy on fundamental or technical analysis to decide on which stock to invest on. They lost 35% of my portfolio and now sitting on useless stocks and hoping it would come back up. Larry will be the best person if every thing works fine. But if there are losses, and if you ask them on a recovery plan, he'll not hesitate to ask you take your money to somewhere else (at-least thats what he asked me to do after loosing 35% of my retirement.) They gouged fees from my account for losing and asked to "take my money and go somewhere else". So much for trusting these people :(
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April 2022 by Sam V.
Very old school people... dont have much knowledge/experience and strategy on fundamental or technical analysis to decide on which stock to invest on. They lost 35% of my portfolio and now sitting on useless stocks and hoping it would come back up. Larry will be the best person if every thing works fine. But if there are losses, and if you ask them on a recovery plan, he'll not hesitate to ask you take your money to somewhere else (at-least thats what he asked me to do after loosing 35% of my retirement.) They gouged fees from my account for losing and asked to "take my money and go somewhere else". So much for trusting these people :(
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May 2018 by Barbara S.
I haven't used this company and won't because of their extremely patronizing advertisement on TV: "and, a man is not a financial plan". REALLY? How insulting to women who are independent, successful professionals! Not the attitude I am looking for.
