I received an invitation to attend a presentation and a meal for the dates of 11/11/24 or 11/12/24 with the noontime mail on the 12th! This left little or NO time to reply in order to realisticly consider the offer. I would not trust a company that feels that this is a reasonable way to attract customers with myretirement future. 'Nothing to see here, move along'. I would suggest looking elsewhere for your retirement planning needs. Retirement planning is too important to settle for a company that doesn't take potential customers seriously. read more

All I can do is comment on the office staff as we just made an appointment. They were nice and friendly to me. I called with the dates I could come and they worked with me. Even sent me a texted message with locator and date and time. read more

Do NOT sign up for any of their informational lunch/dinner seminars they invite you to regardless of you confirming that you WILL be attending and are given a Pin# to attend! They sent me an invitation, I responded I Would Attend, confirmed the day before. Even though I left in plenty of time to arrive on time with all the road construction, I didn't plan on getting stuck waiting for a train which caused me to be exactly 4 MINUTES late, and the hostess said it 4minutes late and they don't allow anyone after the scheduled time. So I asked if she could check since they were just closing the doors as we walked in... and she refused until I asked another staffer. Only then someone went back to ask and came out with the Rep who said, "I'm really sorry but we are Full And have no more room." I explained we Do have a confirmation and our seat & food order had already been confirmed, how can you NOT have room for us??? She rudely said, "I'm sorry those are the rules". I told her we would have arrived a half hour ago had we not been held up at a train crossing! So my question.. do they Over Book like the Airlines? And are they Throwing Away the TWO meals that were already Ordered?? I'm Assuming The Reps take those meals home!?! We have several mutual funds, stocks, 401k accounts, IRA's, etc.. we are in our late 60's and thought they could give us a lil insight as to what to do with those. THEIR LOSS! Enjoy those meals you write off! And keep Overbooking, you'll go Far! Apparently they can't manage their own money! Wasteful! Things happen for a reason and THIS was my SIGN NOT to give them the opportunity. read more

Very rude administrative assistant and office manager in Cedar Rapids, Iowa office of Marty Weiss, financial planner should keep anyone away. Their website is not updated with current monthly seminars and it can't even spell the city they are located in (Cedar Rapids) correctly. Office staff is incompetent, doesn't even know what the phrase "where are we leaving this?" means and hangs up on people. Office manager refused to give me Marty's number, which I quickly retrieved from the website...another inattention to detail by them. I feel for Marty Weiss because his office staff is costing him business. Now six of us won't do business with him due to the unprofessional behavior of his office staff. If they are this inattentive to detail and rude to potential new clients, how can one trust your investments with this planner and company? read more