Reviews written by frankm203

18 results - showing 1 - 18  
 
 
frankm203frankm203   April 13, 2020
10
Average Attendee Rating
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Sobering.

frankm203frankm203   February 26, 2015
(Updated: February 26, 2015)
5.0
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frankm203frankm203   January 22, 2015
(Updated: January 22, 2015)
5.0
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Exceeded ALL expectations. As always.

frankm203frankm203   January 15, 2015
(Updated: January 15, 2015)
5.0
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frankm203frankm203   November 20, 2014
(Updated: November 20, 2014)
5.0
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frankm203frankm203   February 27, 2014
(Updated: February 27, 2014)
5.0
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frankm203frankm203   September 26, 2013
(Updated: September 26, 2013)
5.0
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frankm203frankm203   January 13, 2013
(Updated: January 13, 2013)
5.0
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frankm203frankm203   September 20, 2012
(Updated: September 20, 2012)
5.0
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Financial Planning
frankm203frankm203   January 13, 2012
Overall rating 
 
 
4.0
Company 
 
 
4.0
Interface 
 
 
4.0
Integration 
 
 
4.0
Pricing 
 
 
4.0
Monte Carlo Simulation 
 
 
4.0
Taxes 
 
 
4.0
Asset Allocation 
 
 
4.0
LTC-College Planning 
 
 
4.0
Estate Planning 
 
 
4.0

Just getting started

none

frankm203frankm203   June 06, 2011
(Updated: June 06, 2011)
5.0
Average Attendee Rating
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frankm203frankm203   October 07, 2010
(Updated: October 07, 2010)
4.0
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Your question about a demo version of the software was perfect.

frankm203frankm203   July 15, 2010
(Updated: July 15, 2010)
5.0
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frankm203frankm203   June 10, 2010
(Updated: June 10, 2010)
5.0
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frankm203frankm203   March 04, 2010
(Updated: March 04, 2010)
5.0
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frankm203frankm203   December 10, 2009
(Updated: December 10, 2009)
5.0
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frankm203frankm203   October 29, 2009
(Updated: October 29, 2009)
5.0
Average Attendee Rating
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frankm203frankm203   October 15, 2009
(Updated: October 15, 2009)
5.0
Average Attendee Rating
Poor Average Excellent

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18 results - showing 1 - 18