Fulton Financial Advisor – Jason Baver - Bethlehem (PA)

Jen Dershem The general public may know not know a lot about policies and since he’s the only advisor that showed up, he was called for a question. He kept interrupting my husband and then hung up on him. The way he deals with the general public needs to be worked on.

Jim Furman Rick has been a huge help insuring success in my wifes and my retirement. He was able to highlight and correct areas of possible shortcomings. He has also been flexible since we changed our retirement plans when we sold our home and upgraded our 5th wheel to tour the country full time. He has always been accessible, responsive and candid about what plans are possible or might not be advisable.

Penfield Danny (Dandangler86) Quick money