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October 2021 by Leon M.
I began dealing with Lee Kaz. He withdrew from assisting me in establishing and creating a profitable portfolio and alleged that he would explain via email which was never received. I am suspect of his motives and would suggest others be prudently cautious.
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February 2021 by Steven G.
Adam Griffiths pushes non-publicly traded investments. These are great for him as they provide high up-front commissions for the broker/advisor but for the investor they lock up your money for long periods of time (10 years or more) with low returns and if you want to cash out early you have to take a loss on your investment. Do your research and find someone who will look out for your best interest.
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September 2012 by Jennifer Maertin
Last night I attended the symposium Lionheart hosted on "Retirementology". The speaker presented an otherwise dry topic in an engaging and entertaining manner. The best part--it was done with a no-sell/no-pressure style. I learned a lot, and intend to amp up my retirement savings effort. I recommend participating in Lionheart's future symposiums.
