Financial partners of upstate new york, a member of the massmutual financial group Gözden geçirmek

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Matt Merola tek kelimeyle en iyisi. Dürüst, çalışkan ve son derece profesyonel. Maddi ihtiyacı olan herkesin Matt ile konuşmasını tavsiye ederim. İlişkimiz nedeniyle kişisel ve finansal olarak daha zenginim ve ben de eski bir CFP'yim. Matt'e en içten teşekkürlerimi sunarım, TEŞEKKÜRLER!!

Bir bütün olarak Upstate New York Mali Ortakları için konuşamam, ancak yöneticilerinden biri (JB) hakkında yorum yapabilirim. Şehirden kaçana kadar Viyana, VA'daki bir finansal hizmetler firmasında yönetici/satış eğitmeniydi. JB hemen hemen kullanılmış bir araba satıcısıdır. İyi adam, ama taktikleri çok neandertal. 18 yaşında Buffalo, NY'de başladı ve yükseldi (web sitesine gidin, biyografisini göreceksiniz).

JB, sınıfta öğreteceği stratejilerini göstermek için sahaya çıkmaktan da korkuyordu. Çalışmadıklarını az çok biliyordu. Yine çok iyi bir adamdı, ancak Viyana firmasının yönetici ortağı 2018'in başlarında kovulduğunda ve yerine yenisini aldıklarında, değiştirilen kişinin çok profesyonel olmadığını fark ettiğini ve gitmesine izin verdiğini duydum. Bir kez daha - JB iyi bir adam ama çok iyi bir danışman değil. ona iyi dileklerimle. Bu firmaya katılmayı düşünüyorsanız, derslerinden uzak durun!