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the cost is pretty steep and the leads that came in weren't that great. as an advisor you are paying a high price for a lead that can just be looking to understand how a mutual fund works. out of 10
— Google, 2★, May 8, 2025I enjoyed a good initial meeting and impression on my retiree asset management proposal. The rep was very knowledgeable and professional.
— Google, 5★, February 23, 2025they connected me with a financial advisor that was appropriate for my situation and current asset and strategy level.
— Google, 5★, February 13, 2025Interesting
— Google, 5★, February 12, 2025Jaspreet has his finger on the financial pulse of what's to come.
— Google, 5★, December 26, 2024A unique and amazing service! I would highly recommend Money Pickle to anyone seeking a risk free way to begin their relationship with an advisor.
— Google, 5★, December 19, 2024
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