Very professional and very efficient. About all you need to know about a financial adviser.

I lost money four of the five years I was with this office. (And, btw, the year I made a tiny 3 percent gain, my husband, who was with TD Ameritrade advisors, gained 13 percent.) Angela kept telling me "the market is bad" and that I needed to "wait it out," but as the rest of my friends' accounts were growing, mine was going down. Your Roth is supposed to grow 5-10 percent each year and essentially double your money every 7 years. I'm in year 6, and my Roth actually has $1100 LESS than the amount I've contributed (and that's after I switched to TD Ameritrade and made $1000 this year.) Please, take your money to another office. read more