Grealish Investment Counseling

San Bruno, Estados Unidos

5

1 avaliação

Contatos

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Telefone
+1 650-952-5488
Endereço:
1001 Bayhill Dr Ste 145, San Bruno, CA, 94066
Paradas e estações próximas de transporte público:
1 kmSan Bruno
1.5 kmRental Car Center
1.9 kmWest Field Road
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Hoje

Hoje –
Horário local (San Bruno) 23:07 domingo, 22 de junho de 2025

Horário de funcionamento

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1 avaliação para Grealish Investment Counseling

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Classificação do local: 5
San Mateo, CA
Kent is honest which is rare! He answers tough questions and does not get annoyed by them. He is a fiduciary, fee only financial planner, he will give you a hourly rate and the number of hours up front. His rates are reasonable ~200−250 an hour. He has a ton of experience and seen the ups and downs of the market. He is a realist who will get you to your goal and simplify your portfolio doing it!
I was expecting Suze Oman’s «How am I doing» section. His writeup and analysis is long but not like Suze’s «How am I doing»! I have a few more questions for him and based on his responses I will update this review (e.g. bond funds vs individual bonds in this market)