1 /5 Carlos Canales: While the staff is traditionally "nice" to you and present themselves in snazzy suits, these guys are a far cry from anything that resembles wealth building. At best these guys are good at neglecting inflation, at worst theyre all too good at ignoring repeated requests for information and investigation into different strategies; all this despite having invested over $50,000 with them. They love wasting paper and wining and dining their customers for tax-evasive brown nosing. If your coffers are brimming and you dont know what to do with money they may be a fit for you. If youre interested in learning or consider yourself savvy, really if youre any good at playing the markets on your own, these guys are nothing but a disappointment. Avoid them if you can, otherwise you risk locking yourself into overly conservative strategies that are all too vulnerable to market swings.
