Too bad we can't put no stars. When looking for a financial planner or any other professional, do your research, read the reviews, check professional licenses, etc. I listened to a brief webinar most likely I saw on a sponsored Facebook site (really don't remember where) and Harbour Pointe offered a free 15 minute phone consultation which I scheduled.
11/19/21: This was the most bizarre conversation I've ever had with a professional. Karen (had to ask her over 8 to 10 times what her name was at the end of the car when she refused to give it to me and finally said "Karen"). That, in and of itself, is very, very strange. I said, "are you refusing to give me your name" and she said "I have another call and I have to go". I persisted and she finally blurted Karen. I'll have to assume that this Karen is Karen Scott Mims, and I assume this because she would not confirm her full name and she is the only Karen appearing on Harbour Pointe website. I wanted her name for my notes and because I planned to write a review after this peculiar call. Bottom line, she listened to my query which was pretty specific on how do you figure your required minimum distributions from your plan and after me telling her my assets she said essentially, they would not be a good fit for me. She never even answered that basic question or any other question. Took prodding to get an answer why they were not a good fit for me and I never fully did. Folks, I suspect I'm not a good fit because I don't have the kind of wealth she was looking for..but she was the one who offered a consultation (which should include answering a few basic questions which she never did). She should not waste her time and mine or others by saying up front "free 15 minute consultation only if have $[insert dollar amount here as she fits]." She was beyond rude. So then I looked her up after the call and saw some other reviews. Oh yeah Michael R. (reviewer), I can surely picture your full experience with her. I'm surprised you even stayed for the remainder of your seminar. So apparently, she was rude to someone who attended her seminar who apparently had wealth.
If a licensed professional will not give you their name at the end of the phone call (because you didn't catch it at the beginning of the call) that is a huge RED FLAG in my opinion. I've worked for law firms all my adult life (and her website says she is an attorney) which just further bolstered the shock of that phone call. I hope this review helps someone.
Kelly H read more