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Businiess name:
Applied Advisor
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Review by:
citysearch c.
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Review content:
I used to use an American Express advisor, that while very nice only sold me American Express stuff and treated the other parts of my financial plan as secondary. A friend recommended Kathy and I'm really glad I made the switch. Kathy is total different then AMX or those types of places, she just gives advice she doesn't sell anything and she doesn't manage your money. She charges by the hour instead of making a comission of some crappy investment. That took some getting used to, I had never bought a mutual fund on my own before (it's easy). There is an out of pocket cost, which is also different, but I am actually getting something for my money. She also does taxes which my AMX advisor wasn't able to do. Very professional and friendly service.
Pros: No commissions, Saturday hours
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