Reston, United States
11951 Freedom Dr #1260
N/A
+17034682700
I recently began working at PagnatoKarp and the people are the most quality professionals I have ever met. In my career of over 20 years I have never seen a company that values client service to such a high extent and is always looking to grow and improve. I'm really happy that I was chosen by PagnatoKarp to join their team.
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As an employee, I'm proud to be part of a firm that works tirelessly for its clients, ensuring top care for their investments and personal well-being.
I went to visit Pagnato Karp at their family office. The company's mission is to provide transparent true fiduciary financial planning and wealth management. People were very professional and well represented their company. I went in for a consultation and was greeted by various people to include a financial planner, a lifestyles services, tax advisor, and family coach. I saw their fees and I realized something wasn't right. The fees seemed very high compared to their competitors in the area. After visiting their web site, I saw there were employees who really don't do much with investments. Putting things together I realized the dues are paying for services I will never use. Don't waste your time and go somewhere else.
An excellent team who always has the best interests of their clients at heart!
Excellent level of service and performance. Commitment to fiduciary standards in wealth management are unparalleled.
consistently bad advice. self-serving guidance.
Deli
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