My experience with Advisor.com has been great. Kellen has provided expert professional advice. I am pleased with the work that has gone into growing my portfolio 8% increase over 4 months. Before I started with Advisor, my account was with a well known wealth management company from 2015-2024. My account was very poorly managed. Before, you asked why I stayed with them, please know that my advisor then was someone whom I thought was knowledgeable in financial management. I was often told “don’t sell, keep your money. Sell only if you need the money.” My investment balance sadly after 9 years was less than the amount with which I started. In addition, I lost more money investing myself at online platforms, dabbing in cryptocurrency, and word of mouth stocks and failed get rich quick schemes. It was not an overnight decision to join Advisor, I thought about joining for a while. After the first consultation with Gregg, I knew right away I was going to be in good hands with Advisor. They are a team of intellectual professionals. There is more for me to gain paying the yearly fee than I have lost with big firms and poor financial decisions. I have no regrets. I am pleased. My portfolio is growing. My taxes were done right! I can focus on the things I can do. Thank you Kellen- Thank you Advisor!!
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