Ketron Russell W Cfp

My grandparents also used Ketron Financial for many years, and recommended that we do the same. My wife and I have been very happy with working with one of Russ’ younger associates, Bill, for a few years now. While yes, you perhaps could do better in the immediate term managing your own finances, I would rather entrust that to a professional and someone who can help work with my wife and I to plan our finances.

I had my portfolio managed by Ketron Financial for a number of years, mainly because my family had chosen to do business with him in the past, and they did a decent job. Russell also became a friend of my aunt’s and gave her much moral support. While my portfolio had managed to perform at a steady climb, I felt that I could make better choices
. Since I left at the beginning of this year, I have been managing my own portfolio and have improved my performance from an average of 4.5% to 15%. While the service at this office is highly personalized and I enjoyed working with them quite a bit, I found the ethics and way of doing business to be very old school, in that they heavily support the Boy Scouts of America (along with their anti-​gay policy) and Russell’s selling style is doing most of the talking and very little listening, which doesn’t work for me.