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Businiess name:
Fj Velten & Sons
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Review by:
Guest
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Review content:
I was referred to Frank Velten by friends of ours after talking to them about our problems with the performance in our investments. My wife and I were immediately taken with Frank’s honesty and attention to our personal needs and that of our family. He advised us on our trust and wills and helped us make changes that were in line with our wishes for our family, as well as gave us some sound advice about our investments. He and the staff keep in contact with us often, and we have been very pleased and making money with our retirement funds since we have made him our personal financial planner. Richard W.
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