I used to have a financial advisor who…
I used to have a financial advisor who was pushy and wanted me to make decisions which were uncomfortable for me. I eventually got transferred to Scott Kingsley, who made sure to meet with me and explain everything that he recommended. He also gives regular updates on the status of my placements and makes sure I review these in a timely manner. When I have issues, he is easily accessible and responds promptly. He is always helpful and understanding of my situation. His advice is thoughtful and delivered in a calm manner via a clear discussion with the client. Highly recommended.