Derek Ferro - Abacus Wealth Management
| 6328 104 Street Northwest, Edmonton |
4 oranları
8.00/10.00 |
|
+1 780-989-2777 |
|
Derek Ferro - Abacus Wealth Management haritada
değerlendirme
Nancy Chisholm (13.08.2017 21:23)
I have what would best be described as a modest amount of money to invest, so I am reluctant to take risks with it. I have been more than happy with the wise counsel and careful investments made on my behalf by Lee Schmidt. I highly recommend Lee as an advisor as he takes the time to explain his approach to your individualized portfolio and the options that are available. He is a pleasant, knowledgeable and personable advisor.
I have what would best be described as a modest amount of money to invest, so I am reluctant to take risks with it. I have been more than happy with the wise counsel and careful investments made on my behalf by Lee Schmidt. I highly recommend Lee as an advisor as he takes the time to explain his approach to your individualized portfolio and the options that are available. He is a pleasant, knowledgeable and personable advisor.
Caley Rose (11.08.2017 18:55)
Would highly recommend anyone on this team if you are looking to grow your savings. This well-educated group makes calculated decisions and will never leave you in the dark when it comes to your investments or insurance. They do regular check-ins and and are always on the look out for their clients best interests. Cannot say enough good things about Abacus and the advisors that work there!
Would highly recommend anyone on this team if you are looking to grow your savings. This well-educated group makes calculated decisions and will never leave you in the dark when it comes to your investments or insurance. They do regular check-ins and and are always on the look out for their clients best interests. Cannot say enough good things about Abacus and the advisors that work there!
Don Perron (09.08.2017 23:32)
Stop! Zero stars if I could! Do Not invest with these unreliable and uneducated greedy trolls! They have only their interests at heart and will sell investments that line their pockets. With a suspected net loss of 50K to date. I have 71K stuck doing little to nothing for me with Abacus / Portfolio Strategies. I was sold very risky bonds that have one by one tanked! Not knowing how risky they were and badgered to take out bank loans so, I could invest more at every visit! If you are investing with them pull it all! If you are considering it check out their level of education...it's likely only the receptionist has been to college. Beware!!!
Stop! Zero stars if I could! Do Not invest with these unreliable and uneducated greedy trolls! They have only their interests at heart and will sell investments that line their pockets. With a suspected net loss of 50K to date. I have 71K stuck doing little to nothing for me with Abacus / Portfolio Strategies. I was sold very risky bonds that have one by one tanked! Not knowing how risky they were and badgered to take out bank loans so, I could invest more at every visit! If you are investing with them pull it all! If you are considering it check out their level of education...it's likely only the receptionist has been to college. Beware!!!
Arturo D'Elia (05.09.2013 01:56)
Amazing person. Perfect guy to check out your finances and make them better. Time tested with experience.
Amazing person. Perfect guy to check out your finances and make them better. Time tested with experience.
