5 /5 Muriel Fresh: Easy to schedule appts, financial adviser has evening hours which is convenient if you work. Anthony K. has really user friendly financial software to help with explaining market changes, account gains and loses, market volatility, etc. This total transparency is refreshing.
Anthony has necessary licenses/certifications to provide financial advice. He is a fiduciary adviser and his FINRA showed no disclosures or complaints.
So far Im pleased with his services. He is a wonderful educator and explains things in laymen terms for those of us who are financially challenged with respect to market trends.