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Hi Phyl;
I think it was you who posted some time ago about how pleased you were with your financial planner. Hubby is ready to dump his in favor of someone new. If you wouldn't mind sharing, have you been pleased with how your planner has handled your affairs during the downturn over the past several months? If you still like what he's done for you, would you please post his name and contact info?
Thanks... Karen
Bill has been very good to us...(funny thing to say, eh?)
Very mindful of our funds and treats themas he
would his own kid sister.
Has always been the first one to call me
if there was any news about the stock mkt
, upswings, downswings etc.
Called me on Fri 9/14 just to touch base,
Let me know our mutual funds would be ok,
and thank us for volunteering down at the
'Hot Zone'.
He also is assisting my in laws with debt management
. He called up all their credit card companies
on their behalf, in front of all of us and
reworked all the interest rates to a much
lower rate and consolidated the cards. ALL
for NO COST to us.
Bill Germinakos
Westwood Financial Grp
1001 Franklin Ave
Garden City, NY 11530
516-739-1124
Bill has been very good to us...(funny thing to say, eh?)
Very mindful of our funds and treats themas he
would his own kid sister.
Has always been the first one to call me
if there was any news about the stock mkt
, upswings, downswings etc.
Called me on Fri 9/14 just to touch base,
Let me know our mutual funds would be ok,
and thank us for volunteering down at the
'Hot Zone'.
He also is assisting my in laws with debt management
. He called up all their credit card companies
on their behalf, in front of all of us and
reworked all the interest rates to a much
lower rate and consolidated the cards. ALL
for NO COST to us.
Bill Germinakos
Westwood Financial Grp
1001 Franklin Ave
Garden City, NY 11530
516-739-1124
Tell him that I referred you:
Phyllis & Rob Robinson
