Reviews written by sgandy1

5 results - showing 1 - 5  
 
 
sgandy1sgandy1   August 10, 2015
(Updated: August 10, 2015)
5.0
Average Attendee Rating
Poor Average Excellent

1) Good Info; a little too fast. Allow more time? Establish a Play Back Option to listen a second time.

sgandy1sgandy1   August 11, 2014
(Updated: August 11, 2014)
5.0
Average Attendee Rating
Poor Average Excellent

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sgandy1sgandy1   July 07, 2014
(Updated: July 07, 2014)
5.0
Average Attendee Rating
Poor Average Excellent
Financial Planning
sgandy1sgandy1   February 10, 2014
Overall rating 
 
 
2.5
Company 
 
 
2.0
Interface 
 
 
2.0
Integration 
 
 
3.0
Pricing 
 
 
3.0
Monte Carlo Simulation 
 
 
1.0
Taxes 
 
 
2.0
Asset Allocation 
 
 
3.0
LTC-College Planning 
 
 
3.0
Estate Planning 
 
 
3.0

Pretty Complicated

Before Profiles was acquired by EISI it was an easy to use program with basic financial info that was also easy to understand by clients. It also had good, simple...

sgandy1sgandy1   December 19, 2013
(Updated: December 19, 2013)
5.0
Average Attendee Rating
Poor Average Excellent

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5 results - showing 1 - 5