Reviews written by DianePearson

19 results - showing 1 - 19 Results per page:
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
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DianePearson Reviewed by DianePearson
July 10, 2014

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Last updated: July 10, 2014
 
 

0 of 0 people found the following review helpful
Bob always provides valuable insight.
Rating:
 
5.0
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DianePearson Reviewed by DianePearson
February 20, 2014

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Last updated: February 20, 2014
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
December 19, 2013

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Last updated: December 19, 2013
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
October 25, 2012

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Last updated: October 25, 2012
 
 

0 of 0 people found the following review helpful
Gideon did a nice job with the presentation.
Rating:
 
5.0
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DianePearson Reviewed by DianePearson
October 11, 2012

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Last updated: October 11, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
October 04, 2012

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Last updated: October 04, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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DianePearson Reviewed by DianePearson
September 27, 2012

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Last updated: September 27, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
September 06, 2012

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Last updated: September 06, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
August 02, 2012

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Last updated: August 02, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
June 21, 2012

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Last updated: June 21, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
June 14, 2012

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Last updated: June 14, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
April 19, 2012

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Last updated: April 19, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
March 29, 2012

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Last updated: March 29, 2012
 
 

0 of 0 people found the following review helpful
Rating:
 
5.0
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DianePearson Reviewed by DianePearson
March 22, 2012

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Last updated: March 22, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
5.0
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DianePearson Reviewed by DianePearson
February 09, 2012

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Last updated: February 09, 2012
 
 

0 of 0 people found the following review helpful
Apollo did a good job.
Rating:
 
4.0
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DianePearson Reviewed by DianePearson
January 12, 2012

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Last updated: January 12, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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DianePearson Reviewed by DianePearson
December 08, 2011

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Last updated: December 08, 2011
 
 

0 of 0 people found the following review helpful
Great topic - we always have room for improving our client relationships.
Rating:
 
5.0
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DianePearson Reviewed by DianePearson
December 01, 2011

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Last updated: December 01, 2011
 
Financial Planning
 

Retirement Projections are detailed.

1 of 1 people found the following review helpful
I would recommend the software to others. We have been using it for over 10 years. The company's support line is very helpful and willing to listen to our recommendations for a better product.
Overall rating: 
 
3.2
Company :
 
4.0
Interface :
 
1.0
Integration :
 
1.0
Pricing :
 
4.0
Monte Carlo Simulation :
 
3.0
Taxes :
 
3.0
Asset Allocation :
 
3.0
LTC-College Planning :
 
5.0
Estate Planning:
 
5.0
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DianePearson Reviewed by DianePearson
November 09, 2011

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