Great professional financial advisor. Doug and Denise worked through a difficult transfer from Merrill lynch. Doug made well researched and well thought out recommendations to improve our retirement portfolio. Highly recommended 👌
So far he seems really solid. However not as attentive as one might expect with a depression looming. I truly hope he moves our business along with the fervor that I would expect since my money isnt worth much every day. I will update this in about 4 days and give a better assessment! The star rating I give at this moment is suspect to how I feel about the metrics of my needs. I will give a 4 star at this point for two reasons. #1 my needs havent been met yet and #2 Im not yet sure how hard he is working to meet our urgency in moving forward. Since our money has taken a huge hit and continues to take a loss as we wait.