A friend recently complained to me that her financial advisor at a large bank came to meetings unprepared and did not seem to know much about the funds she was recommending. Meetings were rushed, questions were not encouraged. The advisor suggested that my friend invest in a small number of funds, mostly those owned by the large bank. There were several other funds that my friend was curious about. This advisor did not have access to some of them and did not seem interested in researching the others. Meeting more than once a year was not necessary, according to this advisor.
I recommended Marlis to my friend. This is what I told her:
Marlis will take the time to get to know you and to understand your unique financial situation. She will listen carefully to you, ask insightful questions about your investment style and goals. Then she will do the necessary research to find the best funds for you. Marlis is happy to sit down with you at any time to review your investments.
Marlis is honest, forthright and highly ethical. She is friendly, hard-working and dependable. She will never make you feel that your questions are silly, and she will take the time necessary to help you understand the sometimes-complicated world of investing.
Marlis is knowledgeable and keenly curious about the investment world. She is constantly listening, reading and learning about the overall market, and about particular investments. She has access to a very wide array of investments and is always on the lookout for the highest quality investments for her clients.
If you are wondering if your investment will be safe? Yes. Your investments are as safe with FundEX as they are with the big bank.
Maybe you don’t want to go through the red tape hassle of changing your investment account from the big bank to FundEX. Marlis made it easy. And there was no cost to me.
My friend is now a satisfied client of Marlis Sawicki and feeling comfortable with her choice. She knows that if she has any questions, concerns, or ideas she can simply pick up the phone and call Marlis.
My own story is similar. I discovered Marlis at the bank/company where she worked. I had previously met with another advisor who, after a short meeting, gave me a folder outlining the fund I should invest in. I was going to go ahead with this investment. I simply didn’t know any better. I supposed that all financial advisors would act in a similar way.
Marlis was like a breath of fresh air. She took the time to get to know me, and to understand my investment style and goals. She found me the A+ funds I was looking for. We meet regularly to tweak my portfolio. I feel comfortable with my investments, and comfortable with my advisor. Marlis has helped me to feel empowered as an investor.
I hope you allow Marlis to do the same for you!
