Financial Planners near Crofton

““

“I've been an active investor for over half of my life and I gained great value from the Technical Analysis Class. The delivery format resulted in challenging my perspective, taking good notes, and learning new investment strategies.
I am impressed with the Financial IQ unlimited email support. I recommend the financial literacy offerings from the Anthony Rice brand.“

““

““

“Doug Meyer and Wendy Quattrochi from American Portfollios have taken care of my parents financial investments for years. As my parents have aged they asked me (their oldest son) to take over and pay all their bills and look after their investments, legal needs and so on. So I have had lots of calls and emails with Doug and Wendy who manage their investments. They have both been amazing and provide the best customer service you can imagine. They are highly responsive, very pleasant to work with and have gone way, way, way beyond the call of duty to make sure my parents are happy. They clearly put their client's best interest as their number one priority. I have been very impressed with them. Doug has been willing to spend as much time as needed on phone calls to answer questions. Wendy has been particularly amazing to quickly respond to take care of the needs of lots of complicated paper work updates at my parents request. I am sure she had lots of other things she would rather do on weekends but she took care of my parent's concerns first. Very impressive. I am well read on the financial investment business and know there are a lot of advisors that have conflicts of interest and sometimes put their own interest above their clients. That is not true with these folks. You are in good hands with Doug and Wendy.“

““

““