My husband and I experienced SEVERAL money/Investment mismanagement issues with Stuart as well as other business associates he referred us toIn total, we lost thousands of dollars either directly or indirectly from our association with StuartThe final investment that was cashed out is the one that was particularly disturbing for usIt was a $20k inheritance for our daughterStuart either lied to us (worst case) or was negligent AND ignorant regarding the investment he set upWe were told we would at least retain our original investment (not true)We were told that there would be no additional fees deducted at the time we cashed it out over years from the original investment (not true)In the end we were also told there would be no gain or taxable income at time it was cashed out (again, apparently not correct since tax form was sent last month)This specific investment LOST over $and the report is showing we owe tax on an amount of $1,We emailed Stuart G [redacted]
My husband and I experienced SEVERAL money/Investment mismanagement issues with Stuart as well as other business associates he referred us toIn total, we lost thousands of dollars either directly or indirectly from our association with StuartThe final investment that was cashed out is the one that was particularly disturbing for usIt was a $20k inheritance for our daughterStuart either lied to us (worst case) or was negligent AND ignorant regarding the investment he set upWe were told we would at least retain our original investment (not true)We were told that there would be no additional fees deducted at the time we cashed it out over years from the original investment (not true)In the end we were also told there would be no gain or taxable income at time it was cashed out (again, apparently not correct since tax form was sent last month)This specific investment LOST over $and the report is showing we owe tax on an amount of $1,We emailed Stuart G***
Great advice! My husband and I are busy with our jobs and attended college many years ago Stuart gave us choices and helped us decide the best way to finance our daughter's college, while maintaining our lifestyle
I desired services from CFS to help my family through the process of choosing a college, applying, and negotiating offers received for my son, a sophomore in HSAfter meeting Chris G***, I understood all the services to be providedChris also made it very clear that the company enforces a 100% money back guarantee of services, valid until the students mid senior year Considering the beneficial policy, I signed up as a clientThe total fee was $1995, which would be automatically withdrawn from my banking account in increments of $for the following monthsWe were added to the monthly email list, and my son participated in an introductory phone call with the student advisorWe met with MrG*** Upon our early arrival, we were informed the staff were all in a mtgSeven min after our appt time, MrG*** comes to lobby, doesn't speak a word and gets a cup of coffeeFinally we were called in min after our apptThe following hour consisted mostly of him chatti
My husband and I experienced SEVERAL money/Investment mismanagement issues with Stuart as well as other business associates he referred us toIn total, we lost thousands of dollars either directly or indirectly from our association with StuartThe final investment that was cashed out is the one that was particularly disturbing for usIt was a $20k inheritance for our daughterStuart either lied to us (worst case) or was negligent AND ignorant regarding the investment he set upWe were told we would at least retain our original investment (not true)We were told that there would be no additional fees deducted at the time we cashed it out over years from the original investment (not true)In the end we were also told there would be no gain or taxable income at time it was cashed out (again, apparently not correct since tax form was sent last month)This specific investment LOST over $and the report is showing we owe tax on an amount of $1,We emailed Stuart G [redacted]
My husband and I experienced SEVERAL money/Investment mismanagement issues with Stuart as well as other business associates he referred us toIn total, we lost thousands of dollars either directly or indirectly from our association with StuartThe final investment that was cashed out is the one that was particularly disturbing for usIt was a $20k inheritance for our daughterStuart either lied to us (worst case) or was negligent AND ignorant regarding the investment he set upWe were told we would at least retain our original investment (not true)We were told that there would be no additional fees deducted at the time we cashed it out over years from the original investment (not true)In the end we were also told there would be no gain or taxable income at time it was cashed out (again, apparently not correct since tax form was sent last month)This specific investment LOST over $and the report is showing we owe tax on an amount of $1,We emailed Stuart G***
Great advice! My husband and I are busy with our jobs and attended college many years ago Stuart gave us choices and helped us decide the best way to finance our daughter's college, while maintaining our lifestyle
I desired services from CFS to help my family through the process of choosing a college, applying, and negotiating offers received for my son, a sophomore in HSAfter meeting Chris G***, I understood all the services to be providedChris also made it very clear that the company enforces a 100% money back guarantee of services, valid until the students mid senior year Considering the beneficial policy, I signed up as a clientThe total fee was $1995, which would be automatically withdrawn from my banking account in increments of $for the following monthsWe were added to the monthly email list, and my son participated in an introductory phone call with the student advisorWe met with MrG*** Upon our early arrival, we were informed the staff were all in a mtgSeven min after our appt time, MrG*** comes to lobby, doesn't speak a word and gets a cup of coffeeFinally we were called in min after our apptThe following hour consisted mostly of him chatti