How would you rate
"You failed to contact me so I did not get any information nor was I able to avail myself of any of your services, therefore, I think that your service is very, very poor
"Only one of the referred professionals bothered to email info on services and on qualifications & credentials. Office over 100 Miles away.
Not a CFP as requested"
Thanks for your valuable feedback. We at WiserAdvisor strive hard to provide a stellar user experience. My sincere apologies for falling short in your case.
We had referred you to three advisors, all highly credentialed and experienced. All there were within 30 mile of your zip code 906**. Seems like there was some breakdown in communication. If you are still interested I am including information of all the three advisors below.
Please also know that our advisors are available to meet with you at your convenient location, if you wish so.
1) Kenneth Beber (Peak Financial Inc.)
451 West Bonita Avenue, Suite 5, San Dimas, CA 91773
Phone: (909) 279-1510
2) Bob Farmer
Comprehensive Wealth Management
3500 West Olive Avenue, Suite 300, Burbank, CA 91505
Phone: (818) 237-5589
3) Morris Amiri
9701 Wilshire Blvd, Suite 1000, Beverly Hills, CA 90212
Phone: (310) 438-5023
If you have any other questions or concerns, please feel free to contact us directly. Good luck!
Posted 4 years ago
"You connected 3 financial planners with us and they responded within 72 hours of your contacting them. Good teamwork."
"Referrals were too far away"