19 Results for "Financial Advisor In Jersey City Nj"
Terrible ServiceIB screwed up the login procedure for european customers.
Fine for trading but very difficult to transfer money OUT from IBHave been using IB for 18 months and started to withdraw funds to two other entities. It took two weeks to send cash to Canada and several days to a firm with same clearer (Citi) as IB. Not happy
clumsy tools....emails don't go through....is it that hard for me to see my balances?
Painless account opening procedure even as a European, friendly customer service always keen to help (I used chat only). As opposed to previous reviewers, I did not run into any issues myself.
We tried to use them for our financial advisor business. They claim you can make accounts with their application XML. This isn't exactly true. Sure you can create the account, but the client need to login to IB's ugly and unfamiliar website
Chris takes great care of his people. I really like talking strategy with him. Very knowledgable. And don't forget to follow him on Twitter
Chris has been extremely helpful during this crisis. Wealth of information, quite knowledgeable and most of all he has been through several corrections and recessions. Truly a veteran of his trade.
I have worked with Chris for the past two years. He keeps me updated and on point with great communication and a well-informed approach to personal finance. He's attentive, focussed and provides excellent service!
Chris is a great guy and goes above and beyond for us. I couldn’t ask for a better advisor, and now friend.
Great investment knowledge. Chris has been instrumental in my financial planning!
Danna and Rob are very down-to-earth, personable, and relatable. They make financial planning understandable and fun. We LOVE their budgeting software! It's been a huge help. I know I can fully trust them which is amazing.
This is what pops up when i search for Inspired Vision Accountancy. Apparently the owner has multiple names he uses for the same location. Anyway, I am very disappointed with the lack of service provided. Initially, i was happy with Mr.
I have been very pleased with the assistance I've received from Legacy Care Wealth over the past few years. My husband and I approached them in 2014 when we were nearing retirement age. We wanted to relocate and we needed significant help
Danna is amazing. Her advice and guidance is helping me prepare for retirement. I highly recommend Danna and her partner for your financial planning.
Legacy Care Wealth went above and beyond with specific and concrete suggestions to help me optimize my investments. Although I am not a high net worth individual, they treated with me with great patience, care, and respect. I highly recommend them for anyone trying to get their finances in order and to plan for the future.
When I found Eric online I was in a semi shaky space, financially. Through Eric's very personable, matter of fact approach to financial advising, I have found myself in a much different place. I now see the light at the end of the tunnel as
My wife and I joined SFA about 2 years ago. Before then we knew very little about investing and budgeting, and we weren’t very confident in our retirement plan. SFA has completely changed that for us, thanks to the personalized retirement