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based on 4,833 reviews
I have been looking for a fee for service financial consultant and I got one! So far so good. I'm in a few months now with some products recommended and the returns are already evident. Been investing for a while and now I feel even more confident about my financial future!
20 Jun 2025
It’s a pleasure to have met Dan, in fact I wish I had met him 10 years ago. He will invest as much time as you need to ensure you are comfortable with your choice. His approach is unconventional but has been proven very successful by his many clients. I’m looking forward to the financial freedom that will come from having a great advisor who genuinely cares about his clients.
24 May 2025
Easy going guy, tell it as it is, does not beat around the bush too much and has time to talk to you when you need to discuss something. Never had the pleasure of meeting him in person, however all is well for the past 4 years. The arbitrage trading that their company developed is nice however a bit complicated for me but it is lucrative. Works only with commision so basically even if you don't go with him, you will still get to talk to him and you might get some handy advice as well.
19 May 2025