Financial Advisors

I first met Frank several years ago through an exercise client of mine, who would later become his wife. He then became a client, himself. A while later, I was advised that I had a UPS pension that was coming to term. I told Frank about it, and he suggested that I transfer it out, so that it didn't stagnate until I was eligible to draw upon it. That was over five years ago. Since then, the investment portfolio has averaged an eight-percent return every year. I receive a status report every six months, and am very happy with the return. Frank has done a great job looking out for my interests. He is very knowledgeable, and has answered my questions on multiple occasions. I highly recommend him and his company. Regarding Lindsay Cooper, the reviewer who gave a one-star rating, I don't think their reaction/comments were fair or appropriate. Cold-calling is one form of generating business for some companies. If it didn't work, no one would be doing it. It's not like they have products on a shelf at Walmart. Believe it or not, some people actually appreciate it, because they may have been wanting to invest, but didn't know where to start. Additionally, financial planning must be a worthwhile endeavor, considering Frank's been in the industry for over two decades. Also, it is up to the individual to confirm what their call display says, not just assume. It is not a scam to have a name that is similar to another company. You just have to actually read it.

Very friendly and knowledgeable staff, tellers are encouraged to update their skills and they do.

The J. Lohr Cabernet Sav is always on point. I'm not good with terminology that explains the fruit or finish, but overall one of the best wines for the price. Always a pleasure to open and enjoy!