June 2023 by Chickie R.
He is a great salesman upon taking your money, but see what happens when you try to take it out. He makes you schedule an appointment two weeks out, then will try to talk you into staying in, and will mislead you on how to get your money out. He was no help with that. He will tell you that they beat the market, but only by 1%, but they charge a 1% management fee. I made so muchmore trading on my own. He doesn't seem to know the market as well as he should. He tells you what he is told to say. Beware.