KACE Wealth Management
KACE Wealth Management
K.H.
January 31, 2023
College Savings
I started saving for my kids' college the moment they were born. I've never really understood the stock market and had even less experience managing the risks. I made Alan my advisor of record a couple of years before the pandemic hit, and his advice to readjust the portfolio just ahead of our economy closing was the best decision I've ever made; he literally saved my kids' college education!
I started saving for my kids' college the moment they were born. I've never really understood the stock market and had even less experience managing the risks. I made Alan my advisor of record a couple of years before the pandemic hit, and his advice to readjust the portfolio just ahead of our economy closing was the best decision I've ever made; he literally saved my kids' college education!
Did you find this review helpful?
0
0
Veronica Romero
December 16, 2022
Years of great service & advice is priceless
I’ve been working with Alan since 2003 and the reason I’ve stayed with him for so long is because he breaks things down in ways I can understand. I had other advisors in the past and I never really understood what I owned. I can definitely say that I’m a more informed investor because of Alan.
I’ve been working with Alan since 2003 and the reason I’ve stayed with him for so long is because he breaks things down in ways I can understand. I had other advisors in the past and I never really understood what I owned. I can definitely say that I’m a more informed investor because of Alan.
Did you find this review helpful?
1
0
Mary P.
December 15, 2022
Retired
Alan has been my financial advisor for about 5 years. When my financial advisor retired, I didn’t know what to do. I was introduced to him by my accountant. I know more now than I ever have about my investments and I’m grateful I have someone who I can trust to do this for me.
Alan has been my financial advisor for about 5 years. When my financial advisor retired, I didn’t know what to do. I was introduced to him by my accountant. I know more now than I ever have about my investments and I’m grateful I have someone who I can trust to do this for me.
Did you find this review helpful?
1
0
Review successfully sent
Sorry, we could not complete your request, please try again later.
KACE Wealth Management
Rate It