Mutual Funds/Expert Profile


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Expertise

Due to licensing issues, I am unable answer any question related to investment or financial advice.

Experience in the area

over 20 years in financial services

Education/Credentials

MPA from Harvard University

What do you like about this subject?

Any related to the field. Plus comments on mutual funds.

What do you still hope to achieve/learn in this field?

Further my knowledge and keep myself updated.

Average Ratings

Recent Reviews from Users

Read More Comments

    K = Knowledgeability    C = Clarity of Response    P = Politeness
UserDateKCPComments
west09/21/10 
q07/17/0910 
Pablo03/02/09101010Thank you!
Loretta11/04/081010Thank you very much!
Taylor09/16/081010 

Recent Answers from Docs99

2011-02-01 Cost:

Thank you for your query. Your best bet is to talk to the company administering the plan and find out the specifics of the contract.  Also, you may want to reach out to your tax preparer or advisor regarding

2010-07-30 Mutual Fund:

Dear Manish,  Thank you for your query. However, I am unable to furnish you with any kind of financial advice. You may want to contact a duly licensed representative at your financial institution and your

2010-05-17 international fund:

Thank you for your query. Am unable to furnish investment advice, however, you may want to talk to your financial adviser or a duly licensed registered representative.  If you are not happy with a company

2010-05-11 Your opinion:

Thank you for your query. This is my opinion: if a company does not pick up the phone during normal business hours and you are forced to email or leave a message every time, that speaks of lack of customer

2010-03-17 Mutual Fund:

Thank you for your query. Unfortunately, am unable to answer your question. You may want to set up a meeting with your tax adviser and your divorce attorney. Each state is different. Sorry I cannot answer

 

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