Financial Dynamics & Associates

I highly recommend Financial Dynamics I contracted with Financial Dynamics after researching them pretty thoroughly After attending two initial meetings and paying their fee, I was confident I made a good investment and was excited about working with Isaac W*** Then, it was decided that I represented a professional conflict of interest, and Isaac preferred not to add me to the company's client list I was very disappointed but fully understood Isaac's rationale I believe I would have made the same decision if I were in his placeThat said, I have complete respect for the professional way Isaac handled the situation We had two or three conversations about the circumstanceSince there had been a misunderstanding, Isaac agreed to run a preliminary report for me while refunding my fee He actually presented a very detailed report and discussed the results thoroughly with me, making some recommendations based on the information I had provided him He did me a huge favor in evaluating a buy back option for me and made recommendations accordingly In addition, Isaac offered to give me an opinion on a future investment He provided a detailed written report to me As I said, he offered to do this for free However, with the amount of time he put into the report, I offered to pay him something, and he agreed on my proposal He promptly refunded the balance of the fee I had paidI am disappointed that I was not accepted as a client If the service and advice that Isaac was willing to provide due to a misunderstanding is any indication of the professional manner his firm treats all clients, that is the kind of relationship I would prefer to cultivate with a financial advisor I also had very good experiences with his office staff They were courteous, compassionate and professional I recommend Financial Dynamics without reservation

When we had the good fortune to meet Isaac and Rick, our portfolio was in serious trouble Not only did they quickly turn that around for us, they became like our family That was a long time ago and we appreciate that our relationship with the entire FD group continues to grow along with the future of our portfolioThis Company is A#1, Top Notch in our book!!!