Lee Rouse Lee was very detailed in his explanations of the different options available to us. This allowed us to make an informed decision. we are thus far very happy with the results

Very knowledgable Very knowledgable; I lost contact with them, so I am not sure about their ability to follow up.

Not very happy I would like to know how I invested over $400,000 and you couldn't make one penny for my account.

Marc Smith Marc Smith is in my judgment an excellent communicator and very importantly an excellent listener. During our discussions he often seemed to almost anticipate my likely next question and answer in ways that were surprisingly on the mark. While my wife leaves much of this type of activity to me, Marc also honed in on my intent to be sure of his comfort also; and again anticipate the type of responses that could help me more clearly explain what the approach was instead of leaving a sense that we just need to trust the experts. I am very comfortable working with him and believe I can in fact trust that he will protect with us in this important part of our financial retirement planning

Jeremy Mellberg is clearly losing it… Jeremy Mellberg is clearly losing it mentally. I contacted him a week ago asking for a transfer to my account, but he kept sending me weird messages that didn't make sense... So now I have to wait another week for what should have been a simple transfer.