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Reviews

JN
Jeff N.

05/24/2018

Provided by YP.com

These guys are crooks. They expect you to make an investment decision in 30 seconds by phone. They recommended Puerto Rican municipal bonds when they knew how shaky the bonds were. And other bonds I have with them have either lost money or broken even only. I have lost over $30,000 with these bozos. They recently sold a Wisconsin Health Care company bond for a friend of mine for more than par value and did not even tell my friend the cost, that he was paying a premium over par. Old school brokers who will line their own pockets at your expense. Any investment you can get through them you can get yourself through an online broker without the deception or commission. Be warned, stay away!

More Business Info

Hours
Regular Hours
Mon - Fri:
Extra Phones

Fax: 262-241-9236

TollFree: 800-418-8353

Categories
Investment Securities, Financial Planning Consultants, Financial Services, Investment Advisory Service, Stock & Bond Brokers
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