"Consumer Reviews on Companies, Products and Services"

USER REVIEWS (Morti Quinn)

The Mutual Fund Store
Morti Quinn June 24, 2011
Adam Bold's Mutual Fund Store is a network of franchisees who operate under the guise of calling themselves, "financial advisors". But in my mind a financial advisor should do a lot more than just press a couple buttons and print out a pie chart, fill out contracts and paperwork to transfer your account, and then press more buttons to sell your current holdings and buy the funds they recommend. Yes, these people have the required SEC designations, but ask them any other questions having to do with taxes, estate planning or... read full review »
Filled under: Business & Finances Location: United States

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