Financial Advisors

Do you like high fees, low service, and pure commission sales staff? I lost a lot of money with this company. Bad investments, and poor advice. When i transferred out my money i paid out over $30,000 in transfer fees just for the privilege to leave an over priced under performer. They only sell their expensive and limited product shelf. Terrible rates on their GIC's. On top of that, they tried to sell me and my wife a $500 per month insurance plan because we are going to die and get cancer or hit by a bus. If they come knocking at your door, or cold call you, or harass you at a shopping mall or trade show, run! These are pure salesmen that will scare, manipulate, and weasel their way into your front door. Find a professional with proper financial advisory designations (CFP plus a business or commerce degree) and at least 10 years in the business. Instead of their someone who has been to a two week training boot camp to learn about sales and marketing tactics. Wish i would have known this 5 years ago, but i hope my bad experience can save u the grief!

Kathryn Mendelcorn changed my entire view of money in the best way possible. She not only provided education and guidance, but a compassionate ear and judgement-free service. What was the best part of the process was learning to have more conversations about money and using funds to meet goals that I was able to set myself. Hiring a Money Coach was one of the smartest investments I ever made. Having a coach over a full six-month period was also helpful and constant contact with Kathryn kept me sure I was on the right path.

Very knowledgeable and professional. highly recommended.