Financial Advising near Lewes, DE

2 locations found near Lewes

“I have work with Stephanie Brown on my portfolio she has given me some great advise on some investments. I have moved my money from a large investment firm to Schwab. The other firm was a wealth management charging 1% plus other fees and would not let me have much say in with stocks I wanted to add to my portfolio.They would just tell me that they were handling my money. The returns i got with there management were not all that good for charging 1%. I am happy with the returns so far with Charles Schwab and with Stephanie Brown help.”

3.8 Good6 Reviews