Best Finance Broker Lansing Near Me

Ben Hoogerheide: Closed in a timely manner.

tommy truckload: Investment advisor Mr Paul Cummings advised my 86 year old mother to stay in a high growth stock fund. She wasn’t wealthy by any standards, and lived on a strict budget. None the less he kept $40000 of her money in a high risk fund. The Growth Fund of America. A loaded mutual A share fund. Below is a reprint of an article by Forbes.‘Loaded Mutual A Share Funds are fundsthat when sold help advisorsearn huge upfront commissions.They sell you the product and get paidwhether it works for you or not.One example of this is AmericanFunds The Growth Fund of America.’Forbes July 10th 2018.”The Biggest Financial Rip Offs To Avoid”. by Jeff Rose.That in itself would be egregious enough to warrant my complaint, but it gets worse.My mother passed, and I was a beneficiary, in order to get paid one has to “get their own account” with American Funds. Yes they MAKE you sign up go an account with them. And it’s an 11 page application process.All other financial agencies (Valic and Fidelity) that I dealt with (as a beneficiary) just sent me a form to fill out and then sent a check. No new account needed. Paul explains this requirement was unique to American Funds.Mr Paul Cummings (the financial wizard) actually KNEW about this ridiculous requirement before this incident; as he had his own Father invested in these funds also. When his Father passed Paul and his siblings were put through the application process too. Paul mentioned how he thought the process was cumbersome and annoying, yet he goes on selling and recommending this fund. I feel this stems more from a greedy desire for commission rather than what’s best for his clients .Paul even screwed his only family with these terrible funds. Avoid this company.

Abhi Kinha: I don't usually write reviews unless someone really deserves it, so here is one for Waggoner Financial:I have held an account with them for 3 quarters now and yet never had to step into the office once. Everything has been taken care of over phone or zoom/teams meeting. That is what convenience looks like while dealing with them.If you reading this review to see which financial firm is gonna make you rich really quick, well, this is definitely not the one unfortunately. But if you are looking for a firm which you can trust you money with to grow safely over the period of time, then you can't go wrong with these people.You might be wondering how good these people are, so lemme put it this way- I like to place my own trades instead of sticking with their different style of portfolios for personal reasons and yet I choose to have an advisory account with them where I have to pay an annual fees instead of going for a trading account. Why do I do such a thing when I could be investing with something like robinhood instead? Well, I am glad you asked! So my investment style is based on a strategy which is mostly trying to be rich really quick, making me more like r/wallstreetbets investor. With such a strategy, it would be hard to go 100 to 0 real quick. But having an account with these, I am forced to call them to place my trades, and thanks to expertise of Ankit and Shanzer, who usually handle my trades, who don't hesitate for a second while telling me how stupid of trade I am trying to place, making me think multiple times before proceeding with it, and eventually saving me from a big loss. These guys give me the advice that has kept my money safe so far despite me so irrational at times. That's how good these guys are.Sometimes I wish I could go and thank the team in person, but it never hurts to use the convenience and do it over the phone.If you made it to the end of this review, at least consider talking to the team. They are more friendly than my own family. I talk to them more than I talk to my family, so that tells you how patient these guys are. Can't wait to call them up and tell them my new investment plan on how to be rich soon and turned down right away. They keep me humble.