Best Stock Broker Lansing Near Me

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.

Tim Pitcher: Ben at Edward Jones on Belle Chase is NOT a guy I’d deal with at all, several options out there for a financial advisor that will actually care about you and your needs not just putting money in his pocket which was my experience with him!Korie in the office is an absolute sweetheart but...Ben Im done with your incompetence...even with my verbal authorization and a follow up text with 2.5 hours before close that day he still failed to do what I asked him to do.If your financial advisor doesn’t do what you ask him to do, then he is no good to you.TD Ameritrade has plenty of information to educate yourself & doesn’t charge a ridiculous commission & a fee on top.

Norma Seely: Positive:Professionalism,Quality,Responsiveness,ValueScott and Julie have always been professional and responsive to all our financial needs. I would highly recommend for all your investments. We have used Scott at Edward Jones for many years and have felt confident in him through all the ups and downs of our economy.