I highly recommend Branch Capital Management! Jack is extremely knowledgable, but was also able to explain everything to me in a practical way that I could understand. I also loved that he sat down with me to talk about what my hopes and goals are, in addition to financial planning. read more
Don't even try to become a client. I made the mistake of going against my better judgement and sticking it out because my parents said he was good. Only took 5 MONTHS to get my funds to Schwab, then one month for him to do nothing with them, costing me money and wasting 6 months of my life. read more