Review: Mark Lawson, Oncology Pharmacist

5.0
·

Art offered to analyze my active company 401(k) and to recommend a better, more efficient asset mix for not cost, even though he would not make any commission or earn any few for doing so.  Several months later, when I unexpectedly left the company, I was glad to have found someone I trusted who could handle the rollover to an IRA.  A year later, I am very pleased with the working relationship I have with Art and the performance of my IRA. I also have asked him to check out anther 401(k) which I am planning to rollover.

Art always does an analysis of an investment before making any recommendations.  He always keeps it real and is fun to work with.

I spend much less time worrying about my investments knowing Art is watching out for me.

Overall rating
5.0
Comments
Comments are closed.
Scroll to Top