3
2
Mr. Fortune worked with my mother on consolidating her investments he even came to the house to better accommodate her. He listened to her on what she wanted to accomplish financially in her retirement and gave her different options on how she can achieve them. She was very satisfied with how Mr. Fortune explained everything and the multitude of options available to her.
- Gregory D.
1
I came in contact with this firm while attending a financial workshop. I left early before a representative from the firm spoke, not getting a chance to hear there piece on financial health and opportunities. Several weeks later I was contacted by the firm as a follow up on the workshop. Being that I left early I was offered a free consultation on financial wellness and the different options that would be beneficial to me. During the meeting Robert was very down to earth, he made the terminology simple enough for me to understand as I am not well versed in the finance area, and he made me feel comfortable. He wasn't pushy or demanding like other encounters I've had in similar set ups. After a few weeks of thinking I decided to move forward and open up an account. It has been almost a month since starting and I've already seen progress. I'm happy with my decision.
- Monique N.