Experienced Branch Manager and Financial Planner. Specializing in tax and retirement planning.
3 customer reviews
Advisor dropped off the radar when I had too many questions, even though I was very clear and honest in what I needed. I guess such people would only take accounts that generate enough commission for them (even though I did not mind paying for the service as a fiduciary instead of whatever commission-based products they wanted me on)
Reply from IG wealth management
Hi. I believe you have wrong person. We never spoke. Feel free to reach out if you have any questions. Thans email@example.com
Very quick reply, professional yet personal. Took the time to listen and provide details and options to best suit your personal goals. Many options to choose from. Recommend Andrew and Atul if going with IG More...
Knowledgable, low pressure professional. A pleasure to interact with.