Minkoff & Associates

Poor financial advice

There are much better advisors in town.The turnover of staff at Minkoff & Associates is clearly a sign of the issues in the office, which, I believe, result in poor financial advice. Additionally,

the arrogance and lack of interest in clients (that I received)by the staff and lead advisor are unnaceptable.My opinion? Stay away from Minkoff & Associates

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4 reviews on Minkoff & Associates

  1. We have had the pleasure of working with Courtney and Gene.

    We have had the pleasure of working with Courtney and Gene. Courtney’s rare mix of hyper awareness of the financial market and down-to-earth personality make financial planning a pleasant experience.

    She works with her clients at their level. For example, she didn’t force us to create a budget. Rather, she got to know our goals through what seems like just a nice conversation.

    She took that information along with our financial data, and gives doable actions for making progress toward meeting our short and long-term goals. Gene, who may be the nicest and most detail oriented person on the planet, does a wonderful job with explaining and completing even the most complicated tasks.

  2. Courtney has our full trust and will be part of our lives for years to come.

    Since the time our daughter was born three years ago, my wife and I knew we wanted the best for our family’s financial future. Courtney and her team have made sure we are on the path to doing just that. We can’t say enough about how invaluable their knowledge, experience and service is. Courtney has our full trust and will be part of our lives for years to come.

  3. It is a relief to know that I am smartly investing and saving with their guidance!

    Minkoff and Associates has been my trusted financial advisor for over 6 years. Working with Jessica McCurdy has been a pleasure and together we have built a strategy to meet my life and retirement goals. It is a relief to know that I am smartly investing and saving with their guidance!

  4. It is great to know that someone is looking out for our investments and future finances.

    We have worked with Steve and his team (Courtney, Gene, and Jennifer) for 6 years. They helped me smoothly transition my retirement funds, and invest some money we inherited.

    We appreciate how knowledgeable, proactive, service oriented and friendly the entire team is. It is great to know that someone is looking out for our investments and future finances.

Commercial Street 529-531
San Francisco 94111 CA US
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Reviews:4
Reported Loss :60 $
Severity of Scam :High
Reported by : anonymous
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