Teodoro Arce Excellent advisor, helped me understand everything without complicating things. He was always attentive, answered my questions, and made me feel very comfortable with my decision. 100% recommended!
Karen DuPont I started working with Kevin last year and so satisfied. He is thorough on my finances and retirement plans. Knowledgeable of current economy and helps me understand this. Also looks at all thats happening in my life as it affects my money, lifestyle life changes as I age.
K M I have the utmost respect for this office and the wonderful people who work here they care about me and my investments! I feel like Im a member of their own family Mr. Crutchfield watches over my investments as if they were his own he keeps me informed on all of them either by a phone call or written letter. They came very highly recommended by an attorney of whom they also handle his investments. My money has grown since Ive hired them couldnt be happier!
Mary S We dropped off our business and personal bank statements the 2 of January. He kept telling us another 2 weeks, then he went on Vacation for two weeks. Then he had the nerve to charge us $150.00 to file an extension only to find out its FREE. We were charge a total of $750.00 and didnt get our check until beginning of June! That will be the last time we Ever use him again.
