It is important to me to clearly understand where my money is invested, investment options, why recommendations are made and what the fees for service are. This team took the time to provide a sort of “Investment for dummies”, which pretty much describes me, and made sure I understood my options clearly. They also thoroughly evaluated and clearly explained my current investments, which is something my previous advisor had failed to do for the past 10 years. I feel quite confident that my investment strategies are in tha hands of competent, honest and skilled agents with this firm. And that is why i have put my investment care in the hands of Wold Financial!
All USA
It is important to me to clearly understand where my money is invested, investment options, why recommendations are made and what the fees for service are. This team took the time to provide a sort of “Investment for dummies”, which pretty much describes me, and made sure I understood my options clearly. They also thoroughly evaluated and clearly explained my current investments, which is something my previous advisor had failed to do for the past 10 years. I feel quite confident that my investment strategies are in tha hands of competent, honest and skilled agents with this firm. And that is why i have put my investment care in the hands of Wold Financial!