Reviews written by aubreym858

39 results - showing 1 - 25 1 2 Results per page:
 
 

0 of 0 people found the following review helpful
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3.0
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aubreym858 Reviewed by aubreym858
October 16, 2014

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Last updated: October 16, 2014
 
 

0 of 0 people found the following review helpful
This was one of his best...he is a real value to a4a !
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5.0
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aubreym858 Reviewed by aubreym858
July 07, 2014

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Last updated: July 07, 2014
 
 

0 of 0 people found the following review helpful
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4.0
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aubreym858 Reviewed by aubreym858
June 12, 2014

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Last updated: June 12, 2014
 
 

0 of 0 people found the following review helpful
On Bob's next....discuss options for individuals with large IRA's (over $2M) and are in or nearing RMD.

Always a great one
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5.0
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aubreym858 Reviewed by aubreym858
May 28, 2014

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Last updated: May 28, 2014
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
May 12, 2014

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Last updated: May 12, 2014
 
 

0 of 0 people found the following review helpful
always great
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
April 07, 2014

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Last updated: April 07, 2014
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
April 03, 2014

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Last updated: April 03, 2014
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
February 20, 2014

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Last updated: February 20, 2014
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
February 10, 2014

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Last updated: February 10, 2014
 
 

0 of 0 people found the following review helpful
always very helpful. Suggested topic: How to take RMD from a large IRA or DBPP in the most efficient manner.
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
January 27, 2014

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Last updated: January 27, 2014
 
 

0 of 0 people found the following review helpful
If a planner has a big case, is Bob available to provide inpuit - does he do hourly? Rate? What information would be needed? Does he have a questionnaire?
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5.0
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aubreym858 Reviewed by aubreym858
December 19, 2013

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Last updated: December 19, 2013
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
December 09, 2013

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Last updated: December 09, 2013
 
 

0 of 0 people found the following review helpful
Always greatly appreciated...
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
November 25, 2013

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Last updated: November 25, 2013
 
 

0 of 0 people found the following review helpful
excellent as usual
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
September 09, 2013

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Last updated: September 09, 2013
 
 

0 of 0 people found the following review helpful
great info as usual
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
June 10, 2013

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Last updated: June 10, 2013
 
 

0 of 0 people found the following review helpful
Enjoyed
Rating:
 
4.0
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aubreym858 Reviewed by aubreym858
January 17, 2013

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Last updated: January 17, 2013
 
 

0 of 0 people found the following review helpful
Our office likes this concept
Rating:
 
4.0
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aubreym858 Reviewed by aubreym858
December 13, 2012

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Last updated: December 13, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
December 10, 2012

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Last updated: December 10, 2012
 
 

0 of 0 people found the following review helpful
Always very helpful
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
November 18, 2012

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Last updated: November 18, 2012
 
 

0 of 0 people found the following review helpful
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Rating:
 
4.0
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aubreym858 Reviewed by aubreym858
September 27, 2012

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Last updated: September 27, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
September 10, 2012

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Last updated: September 10, 2012
 
 

0 of 0 people found the following review helpful
Plan for a longer session when Fritz is scheduled - no reason to rush him - most listeners can plan their calendars for longer...the information is very valuable
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5.0
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aubreym858 Reviewed by aubreym858
August 13, 2012

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Last updated: August 13, 2012
 
 

0 of 0 people found the following review helpful
always excellent
Rating:
 
5.0
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aubreym858 Reviewed by aubreym858
August 02, 2012

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Last updated: August 02, 2012
 
 

0 of 0 people found the following review helpful
Very good information - what is the website he mentioned?
Minemaping?
Rating:
 
4.0
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aubreym858 Reviewed by aubreym858
July 26, 2012

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Last updated: July 26, 2012
 
 

0 of 0 people found the following review helpful
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5.0
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aubreym858 Reviewed by aubreym858
July 12, 2012

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Last updated: July 12, 2012
 
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