Conlon Dart Wealth Management

Steven Dart's service to be poor

Steven Dart was my financial planner a few years back. Overall, I found his service to be poor – he paid little attention to my account. At the time, he was my planner, I did not have much money. And It was obvious that he paid little attention/time on my account, given how small it was.

I believe that he preferred not to work with me and provided poor services, so I would take my account elsewhere. I also found his administrative staff rude. Little does he know that I have made a significant amount of money and he could have been managing a much larger account.

Also, another family member made a significant amount of money, so he could have been managing two large accounts if had given decent service. I would never recommend him.

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2 reviews on Conlon Dart Wealth Management

  1. Fantastic Firm

    I’ve been working with Stephen and company for about half a year. Fantastic organization and experience.

  2. We would highly recommend Conlon Dart.

    We’ve worked with Mitch Conlon and the whole team at Conlon Dart for more than five years now. They have made practical suggestions on multiple aspects of our financial life (suggestions only – no sales) – insurance, home purchasing, auto replacement,

    college funding, social security – in addition to investments which are managed through Schwab. They are very thoughtful and steady in those investment decisions – None of that sell-buy-sell-buy churning. We would highly recommend Conlon Dart.

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