Rating for Advisor Helen Midgard

Helen Midgard

Merrill Lynch

San Jose, CA 95113

This advisor has not yet created a profile.

Rating for Advisor

This financial advisor returns my phone calls within:

This advisor took the time to educate me on my investments:

Yes
No

This advisor contacts me at least:

Quarterly
Semi – annually
Annually
Never contacted me after I invested with them

This advisor created a financial plan for me before I invested:

Yes
No

This advisor tried to get me to invest on the first meeting:

Yes
No

This advisor lied to me:

Yes
No

I would recommend this advisor to family and friends:

Yes
No

I left this advisor for lack of service:

Yes
No

I feel this advisor calls me just to sell me something:

Yes
No

When this advisor calls me I feel pressured to invest:

Yes
No

I trust this advisor to always do what’s in my best interest, over his own financial gain:

Yes
No

I filed a complaint against this advisor:

Yes
No

This advisor makes me feel comfortable to call any time I have a question:

Yes
No

This advisor disclosed the commissions and fees I would be charged:

Yes
No

This advisor explained the risk involved with each investment I was placed in:

Yes
No

I feel this advisor monitors my investments and calls to update me on any recommended changes:

Yes
No

I rate this financial advisor’s overall service:

I have been with this financial advisor:

Less than 12 months
1 – 2 years
3 – 5 years
5+ years
I am no longer with this financial advisor