Karen R Codman – FSC Securities Corporation

Yes, 5 *s. Karen Codman’s as good as it gets. Since switching my portfolio to her, I have felt in control of my finances & that I know what’s going on. She works with me on the little stuff, like my personal budget, but has the big picture as well. She explains my portfolio to me at our meetings & then I go home & don’t have to think about it because she & her staff manage it. I feel they manage at least as well as anyone could & I know they pay very close attention to details. If I hear the market’s down, I don’t lose any sleep because I know they’re on it. She focuses on her clients’ goals & works with you to help you achieve them. She also has special events, which are always wonderful. I come away from our meetings feeling empowered with knowledge & more financially secure than I would if I were trying to do this myself.