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.