Alex is excellent in all of the three major areas that I believe clients should seek when looking for a financial advisor: 1) Being a good listener — he’s able to make suggestions based on individual situations 2) Having a measured, thoughtful approach. He looks to keep clients«on course» by tuning out the mostly useless noise of the 24⁄7 financial press and instead focusing on their individual goals 3) Using low-cost indexed solutions whenever appropriate. Fees have a way at eating into returns, especially when most active managers do not outperform their benchmarks.
Aaron M A.
Classificação do local: 5 Needham Heights, MA
Alex is a highly ethical and competent person with many years of experience who is committed to helping people achieve financial success.