Reviews written by cj2010

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Rating:
 
4.0
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cj2010 Reviewed by cj2010
October 15, 2010

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Last updated: October 15, 2010
 
 

0 of 0 people found the following review helpful
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4.0
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cj2010 Reviewed by cj2010
October 01, 2010

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Last updated: October 01, 2010
 
 

0 of 0 people found the following review helpful
Liked it -- agree it is so much more than just the numbers!
Rating:
 
5.0
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cj2010 Reviewed by cj2010
May 14, 2010

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Last updated: May 14, 2010
 
Financial Planning
 

Good Tool

0 of 0 people found the following review helpful
na
Overall rating: 
 
3.5
Company :
 
4.0
Interface :
 
4.0
Integration :
 
3.0
Pricing :
 
3.0
Monte Carlo Simulation :
 
3.0
Taxes :
 
3.0
Asset Allocation :
 
3.0
LTC-College Planning :
 
4.0
Estate Planning:
 
4.0
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cj2010 Reviewed by cj2010
April 29, 2010

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0 of 0 people found the following review helpful
There was alot of good information but it would have been more helpful for us to know how to provide services to these type of family offices. Bob's speaking style was a little monotone.
Rating:
 
4.0
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cj2010 Reviewed by cj2010
April 23, 2010

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Last updated: April 23, 2010
 
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