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Advice-Only | Fee-Only | Fiduciary | Partnering with Individuals and Families
17 Paradise Road, Vinnin Square Plaza, Ste 1099 - Salem, MA 01970
Salem State University, Bachelor of Arts, English
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Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
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Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
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Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
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