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Portfolio Report Card

2292 Faraday Ave., Suite 100 Carlsbad, CA, 92008, Carlsbad, United States

http://portfolioreportcard.com

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4.88

Based on 8 Reviews

87.50%

12.50%

0.00%

About Portfolio Report Card

The Portfolio Report Card analyzes, grades, and monitors your investment results for traditional and Roth IRA, 401(k), 403(b), 457, and other investment accounts.

Contact Info

http://portfolioreportcard.com
2292 Faraday Ave., Suite 100 Carlsbad, CA, 92008, Carlsbad, United States
[email protected]

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The portfolio report card gave me… The portfolio report card gave me valuable insights into the appropriateness of my assets. Thanks

Iam very confused spoken with Olivia -

Report Card review helped me stay focused I had 2 reports from Ron. The report card was eye opener to the extremely large area of investments. He simplified it by category. Areas that need improvement and compliments on areas I did well. The report card is just a snap shot but helps me focus and get to work on my improvement areas. Extremely helpful for me as a relatively newly focused investor.

I didn't know what to expect but was… I didn't know what to expect but was surprised at the amount of insight given. The professionalism and the great feedback was really appreciated.

Ron was extremely helpful in explaining… Ron was extremely helpful in explaining the pros and cons about my retirement allocations. He broke it down into 7 different aspects and graded each one of them. It opened my eyes on which aspects that I need to focus on to obtain a better score and in the long run to obtain the highest possible gains in my portfolio. Very highly recommended.

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Portfolio Report Card

http://portfolioreportcard.com

About Portfolio Report Card

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Contact Info

Robert Bennett

MISS JACQUELINE GRAY

Joe Puhl

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