Waggoner Financial Lake Lansing Rd, Lansing

Waggoner Financial Reviews

• A

  Abhi Kinha
  5

  I don't usually write reviews unless someone really deserves it, so here is one for Waggoner Financial: I have held an account with them for 3 quarters now and yet never had to step into the office once. Everything has been taken care of over phone or zoom/teams meeting. That is what convenience looks like while dealing with them. If you reading this review to see which financial firm is gonna make you rich really quick, well, this is definitely not the one unfortunately. But if you are looking for a firm which you can trust you money with to grow safely over the period of time, then you can't go wrong with these people. You might be wondering how good these people are, so lemme put it this way- I like to place my own trades instead of sticking with their different style of portfolios for personal reasons and yet I choose to have an advisory account with them where I have to pay an annual fees instead of going for a trading account. Why do I do such a thing when I could be investing with something like robinhood instead? Well, I am glad you asked! So my investment style is based on a strategy which is mostly trying to be rich really quick, making me more like r/wallstreetbets investor. With such a strategy, it would be hard to go 100 to 0 real quick. But having an account with these, I am forced to call them to place my trades, and thanks to expertise of Ankit and Shanzer, who usually handle my trades, who don't hesitate for a second while telling me how stupid of trade I am trying to place, making me think multiple times before proceeding with it, and eventually saving me from a big loss. These guys give me the advice that has kept my money safe so far despite me so irrational at times. That's how good these guys are. Sometimes I wish I could go and thank the team in person, but it never hurts to use the convenience and do it over the phone. If you made it to the end of this review, at least consider talking to the team. They are more friendly than my own family. I talk to them more than I talk to my family, so that tells you how patient these guys are. Can't wait to call them up and tell them my new investment plan on how to be rich soon and turned down right away. They keep me humble.

• R

  Rob LaFay
  5

  We worked with Nancy Chin, who came highly recommended, and rightfully so! I cannot say enough about the great job she did! Every step of the way, she looked out for our best interests and communicated effectively. Her professionalism and wealth of knowledge are to be admired.

• L

  Lorely Polanco
  5

  Eric and his team are extremely knowledgeable and professional. I feel they give excellent personalized attention to each of their clients and are always responsive and available to meet, talk, etc. I would highly recommend their services.

• J

  Justin Kiel
  5

  Eric was extremely kind and patient. I ask a lot of questions so I can be a little annoying. Not once was he not able to answer my concerns. He is very knowledgeable and kind. Thanks Eric.