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FRITZ MEYER’S MONTHLY SLIDES AND TRANSCRIPTS
FRITZ MEYER FORTNIGHTLY VIDEO, SLIDES, AND TRANSCRIPT
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Review Detail
Golden Years
Hot
Financial Planning
by
a4a-manage
December 10, 2008
May 10, 2013
rtopping@mycwa.com
Top 1000 Reviewer
View all my reviews (16)
Overall rating
3.6
Company
5.0
Interface
4.0
Integration
3.0
Pricing
4.0
Monte Carlo Simulation
4.0
Taxes
3.0
Asset Allocation
3.0
LTC-College Planning
3.0
Estate Planning
3.0
Good option
Good option
User Review
The Good
Good value, some good reports, nice folks- long time in business
The Bad
Would like multi year tax report
The Bottom Line
Good option
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