I've had other advisors before at banks and they just tell you what they are going to do with whatever you give them. So I was expecting the same experience. I was quite wrong, Ragan Gootee is amazing. He always asks me a ton of questions every time we talk. And we talk a lot. He calls me almost every month just to check on me and update me on my stuff. He always keeps pushing me toward our plan and making sure we are on track. I also like that he keeps me talking about my goals instead of just the latest investment. I like that he makes the complicated seem simple by explaining things in terms I understand and making sure I'm onboard. If you can't get Warren Buffet to manage your retirement, I'd recommend this guy.
Posted: 7/12/2011 • Link to this review
I switched my investment portfolio last year and after more than forty years of investing I can only say I wish I had known way back when I first started saving. They have done more for my portfolio even with the market down than any of my previous financial planners. I highly recommend him to anyone looking for an honest, ethical, very hard working individual to manage their accounts.
Posted: 5/21/2008 • Link to this review