We are in the process of signing on w Fisher and Robert who has a VP title was out point and lead. We liked what he had to say of the firm’s performance. However, he handed us off to Carl and we are a bit concerned of the level of Carls ability to listen and don’t get a sense he truly understands our goals. He was asking us what we wanted to make and we said, you are the expert! What do we expect at a minimum? He was nice but not exuding confidence. The paper work has been a debacle with the help of Theron. How can you not know your process with peoples live savings at stake? We are not impressed and rethinking on going with Fisher. Have appreciated these reviews. I have to listen to my gut and it says to look elsewhere…People, do your homework well for your future.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.
