OneDigital - San Luis Obispo, California

Neal R.

Wealth source for them, but not guaranteed wealth source for you

1 stated they have no access to the professional standard of the Bloomberg terminal, yet charges similar or even higher rates as companies that DO HAVE utilize this the most professional tool
2 did not want to invest his neighbors moneys which could indicate a low level of investor confidence
3 appears to charge fees even when loses clients moneys
4 stated to us losing $800,000 is not a big deal to him
5 seems to have an extreme ego and even temper, speaking without bed side manners about the death of our beloved family member in front of our Mom
6 we replied you should love your neighbors to which he replied with reasons as why that does not apply to him
7 the other neighbor of similar age stated his judgement is a certain way and that he treats people extremely asymmetrically

Be careful if you chose to do business with someone that would list off reasons why not to love your neighbor. The community should know that as it’s likely unreasonable

Kevin Swanson got extremely hostile when we simply asked if he actively participates in short selling - the act of a professional investor betting against their clients.

There are lots of little old ladies that need protections. There’s lots of little old ladies that likely need to chose a company that utilizes the tool of the Bloomberg terminal. Apple stock or Berkshire historically often outperform and offer far less fees. There is also currently 5.4% FDIC insured accounts for those risk adverse. There is currently historical data of the highest interest rates of ver 20 years and the highest inflation in 40 years. This company will make money regardless of market conditions as they appear to be fee based. Be careful in this industry