Frontier Wealth Strategies LP

Bill B. _{on Yelp}

Apr 30th, 2019

This company contacted me via email offering their services.  I responded asking where they had obtained my email address, as I'm not typically contacted this way for this type of service.  Michael finally responded to my third email, almost two weeks later, saying "a marketing agency."  I called to ask which one.  He said he didn't know and wasn't willing to ask their person who organized it.  He then cut me off while I was responding, called me "pedantic" and hung up on me.  Based on this shocking direct interaction with the owner of the company, I would not entrust them with my business.

Jeniffer S. _{on Yelp}

Mar 11th, 2014

Michael has been our Financial Planer for close to 10 years now it he has been great! We can setup a meeting with Michael any time that is convenient for us and he is available. He has not done anything wrong or unethical for us. Time to time we sit down with Michael to go over our investments and he is well prepared  and always have something new for us to learn about the investments. Michael has helped our employees as well with their retirements. Thanks, Lucky.

Chaim S. _{on Yelp}

Mar 27th, 2012

Worst financial planner I have ever dealt with. Absolutely incapable of understanding client's needs. Absolutely incapable of communicating effectively. Provided me with a called financial plan that was over 100 pages long, filled with boiler plate jargon and incomprehensible gobbledygook. When I requested that he simplify the so called "plan" and present it in plain English, all he did was remove most of the detail pages, leaving me with next to nothing useful.  Then he insisted that his montecarlo program was the best there is, when in fact I have had similar plans prepared for me in the past by other financial planners that were short and to the point, well written and completely intelligible, even to my wife.  Skip this guy, he won't do anything useful for you, and then he will overcharge you for it (charged me $1500 for nothing). I gave him one star for being a personable guy.