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Seniors Speak Out 

Do you plan to stay with your current advisor for the foreseeable future?
March 01, 2010
I’m looking to make a change. The current advisor took us to the cleaners when the economy failed....
How much do you rely on personal recommendations in your selection of an advisor?
March 01, 2010
Sure. Why not? That’s how we make most of our biggest decisions, by taking in suggestions and then making our mind up....
Has your advisor gone over the changes in health care with you?
February 01, 2010
Not yet. But we have set up an appointment for early next week ...
Have you ever felt as if your advisor was not working in your best interest?
February 01, 2010
Not that I’m aware of. My advisor seems to do right by me. I have no complaints....
Are you worried about the state of Medicare?
January 01, 2010
Medicare doesn’t really affect me. I have my financial situation taken care of. I do think, from what I’ve heard in the news...
Are you working because you want to or because you have to?
January 01, 2010
Because I want to. I feel like I’ve got a pretty good nest egg and have always been a saver....
In what way does your financial advisor excel the most, and what areas need the most improvement?
December 01, 2009
I would say his honesty....
When it comes to news and issues affecting your retirement, where do you go for information?
December 01, 2009
I talk with my advisor. When my husband was alive he kept up with the finances and the news, but since he passed, I get most of the news I trust from my advisor....
Have you made any changes to your lifestyle/investments since the economic downturn?
November 01, 2009
Have you made any changes to your lifestyle/investments since the economic downturn?...
How did you come to know your current financial advisor?
November 01, 2009
How did you come to know your current financial advisor?...

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