Reviews written by jamesa239

5 results - showing 1 - 5  
 
 
Financial Computer Services
Consultants
jamesa239jamesa239   May 10, 2012
Overall rating 
 
 
5.0
Overall Satisfaction 
 
 
5.0
Customer Service 
 
 
5.0
Technical Knowledge 
 
 
5.0
Qualifications Of Personnel 
 
 
5.0
Range Of Services Offered 
 
 
5.0
Financial Advisor Experience 
 
 
5.0
Expertise In Area(s) Of Specialization 
 
 
5.0
Response Time 
 
 
5.0
Affordability 
 
 
5.0

Experienced, Knowledgeable, and a GREAT SPEAKER too...

.

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What Is Your Firm Really Worth? Here's The Ugly Truth
Webinars
jamesa239jamesa239   July 22, 2010
(Updated: July 22, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

excellent, but a little too fast-paced to grasp all the commentary.

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Silver Financial Planner
Financial Planning
jamesa239jamesa239   February 08, 2010
Overall rating 
 
 
3.2
Company 
 
 
5.0
Interface 
 
 
4.0
Integration 
 
 
3.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
2.0
Estate Planning 
 
 
2.0

Quick & Easy

none

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Microsoft Outlook
CRM Software
jamesa239jamesa239   February 08, 2010
Overall rating 
 
 
2.7
Company  
 
 
2.0
Software Support  
 
 
3.0
Investment Tracking  
 
 
1.0
Insurance Tracking  
 
 
1.0
Workflow Management  
 
 
3.0
Productivity  
 
 
3.0
Client Portal  
 
 
1.0
Integration  
 
 
5.0
Security  
 
 
3.0
Pricing 
 
 
5.0

Familiar, fast and good integration with many other apps.

It does the job and doesn't require a lot of work.

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Roth IRA Conversion Techniques
Webinars
jamesa239jamesa239   February 04, 2010
(Updated: February 04, 2010)
5.0
Average Attendee Rating
Poor Average Excellent

Excellent

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5 results - showing 1 - 5