Thank you Thank you Thank you to WWM Financial. My husband passed away and I was totallyIn the dark as to what to do next.Steve and Catherine went far out of their way to make sureThe transition from being married to being a widow went as smoothly as possible.CatherineAnd especially Steve helped me get taxes done for me personally and for my late husband,sBusiness by working with my CPA. Steve even went so far as to help me sell my husband,sBusiness. Their efforts saved me $ 250.000. They have done a great job with my investmentsBut what they did to make sure my life went on in a time of personal grief was unbelievable.Words really can,t describe my feelings. If I could give them 10 stars I would .

Unless you are bound by an employer who uses them, do not invest your funds with this company. In a period of 2 years, based on their advise, I made less that a .05% return on my investments. During the same period of time, the DJIA rose 20%. They did not do much "advising" all. They provided pretty quarterly reports but I did not receive one phone call or one email over the 2 years "advising" me of any of my poorly performing investments, which they "advised" me to invest in. They made certain they withdrew their adviser fee, once a quarter, without fail though.