Mercadien Asset Management
Client Reviews on Mercadien Asset Management
Feedback:
Precursor to my review. I didn't actually utilize their services. I'm fairly young with a decent job and call to inquire about how to begin saving at a young age. I explained it to Ken what I was already doing and what I wanted to achieve and in the nicest way possible he told me that at this point in the game there's not much that they could offer at this time for me. Later down the road shortly however not at this time. Other than actually saving money in the bank I know very little about investing planning and whatnot.So my five star review is based on how honest he was and telling me that it wasn't the right time to seek guidance. You could have easily send something and told me what they charged and I probably would have done it but the fact that he did not says a lot. I might not need financial planning now but in the future I will and mercadien will be my first call.
Feedback:
Do yourself a favor and find an accountant that can lay their fees out for you UP FRONT. I am so sick of getting invoiced for things from them that do not merit the cost. I had to get a letter from them for a real estate purchase about my self employment status and they charged me $550!!!! I am done with them. That is just one example.
Email Us
Our team would love to communicate with you and generally responds within 24 hours.
Our Partners
become a partner
