Robert J., 62
Beaver Falls, Pa.
“I like that our advisor takes me and my wife out to lunch or dinner once a quarter. Then he walks us through a review our current financial situation to make sure we are comfortable and knowledgeable, and will sometimes tell us about new things that we might consider adding to our portfolio. But, he doesn’t push or ?guilt’ us about buying a new product, which I hate. All in all, he does a really good job.”
Ren?e Z., 58
“My advisor is great. She needs absolutely no improvement. She communicates well, is very friendly, and really knows her stuff. But, I guess if I had to say one thing she could do better, it would be to move her office a little closer to the city. It’s a long drive there, which is why we’ve been meeting at my house the last few times.”