I get great service from this guy. He tells me everything. I like that his fees are low and he can move my money and protect it without it costing me anything. I never worry about the market because he has protected my portfolio in the ups and downs. He's great. I would advise you to talk to him.
Posted: 8/05/2011 • Link to this review
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 • Last edited: 8/05/2011 • Link to this review
I came to Ragan awhile ago when I need a ROTH. Instead of giving me what I wanted, he spent time getting to know me and finding out exactly what I needed. He took it a step farther and showed me some ways I was loosing money on fees and how to have my stuff be protected from taxes. He makes everything easy to understand and even tells me the 'bad' stuff too. I couldn't be more happy with the service he's given me and the money he's made. I've sent people at my church to him and heard nothing but good reviews.
Posted: 7/06/2011 • Last edited: 8/05/2011 • Link to this review