Lorna Eastman Financial
3.7/5
★
based on 3 reviews
Contact Lorna Eastman Financial
| Address : | 1829 Ferndale Rd, Victoria, BC V8N 2X9, Canada |
| Phone : | 📞 +79 |
| Categories : | |
| City : | N |
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Ryan Boothby-Young on Google
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Jacob Thomas on Google
★ ★ ★ ★ ★ Shes amazing
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Delia poppylucy on Google
★ ★ ★ ★ ★ We asked Lorna to help us with our retirement plans, to confirm we were on track. We had done a ton of reading. She gave us some homework to do (figure out how much money we had invested and where, how much money we spent each month, etc) then she had us bring the info to our meeting. She asked us some more questions and took notes. The meeting lasted approximately an hour. She made sure not to give us any advice but she made a couple little slips and told us a few tidbits of useful info. Following the meeting she sent us a summary of what we said. It was riddled with mistakes. She charged us $500 for the initial meeting and the inaccurate summary. Said she could help us sort out our retirement plans for another $3000. It seemed ridiculously overpriced since we were 95% of the way to having it figured. We just wanted her to confirm we were on the right track. I would never recommend her service. A waste of $500. Outrageous to be soaked for another 3 grand had we continued. Stay clear.
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