Reviews written by Meekster

12 results - showing 1 - 12  
 
 
MeeksterMeekster   June 13, 2016
(Updated: June 13, 2016)
Rating 
 
5.0

Good Info

MeeksterMeekster   May 24, 2016
(Updated: May 24, 2016)
Rating 
 
5.0

Good review of the basics. I relearned a couple of important things.

MeeksterMeekster   May 12, 2016
(Updated: May 12, 2016)
Rating 
 
5.0

Good. Helpful software. I have read most of the literature but this was good bc it was a brought together.

MeeksterMeekster   March 07, 2016
(Updated: March 07, 2016)
Rating 
 
5.0

Very good. Fritz is always good.

MeeksterMeekster   October 28, 2015
(Updated: October 28, 2015)
Rating 
 
5.0

Great, I love helping my clients save as much on taxes as possible. Bob helps me do that better than any other resource I have.

MeeksterMeekster   August 27, 2015
(Updated: August 27, 2015)
Rating 
 
5.0

He can through again. I always learn something new and also relearn some very important things. It helps me when I talk to clients about savings on taxes. ...

MeeksterMeekster   June 25, 2015
(Updated: June 25, 2015)
Rating 
 
5.0

Great, helped me solidify using the great tax ideas that Bob teaches on.

MeeksterMeekster   June 01, 2015
(Updated: June 01, 2015)
Rating 
 
5.0

Bob was great as always.

MeeksterMeekster   April 23, 2015
(Updated: April 23, 2015)
Rating 
 
5.0
MeeksterMeekster   April 13, 2015
(Updated: April 13, 2015)
Rating 
 
5.0
CRM Software
MeeksterMeekster   May 24, 2010
Overall rating 
 
3.3
Company  
 
4.0
Software Support  
 
4.0
Investment Tracking  
 
2.0
Insurance Tracking  
 
2.0
Workflow Management  
 
3.0
Productivity  
 
4.0
Client Portal  
 
2.0
Integration  
 
3.0
Security  
 
4.0
Pricing 
 
5.0

Good

Solid CRM system.

MeeksterMeekster   May 19, 2010
(Updated: May 19, 2010)
Rating 
 
4.0

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12 results - showing 1 - 12  
 
 

 

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--  holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually  

--  likes Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

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--  strategically invests based on MPT

--  offers tax and financial planning advice

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