Daniel S. Schwimmer

★★★☆☆

About Daniel S. Schwimmer

Categories
  • Financial Planners

Finance

Finance
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3.0 1
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Dan is a nice guy and a good financial advisor, but only for people with money. He works for Merrill Lynch, and in the days when I had more money, I used to get much more attention. Now he may just call me once a year. This is not good service. He should just see if I am still alive.

He does respond quickly when I do call and does my transaction in good time. I do not know if I need him and perhaps he doesn't need me anymore.

PROS: personable guy with good intentions
CONS: poor service to people with small accounts

3
★★★☆☆

Dan is a nice guy and a good financial advisor, but only for people with money. He works for Merrill Lynch, and in the days when I had more money, I used to get much more attention. Now he may just call me once a year. This is not good service. He should just see if I am still alive.

He does respond quickly when I do call and does my transaction in good time. I do not know if I need him and perhaps he doesn't need me anymore.

PROS: personable guy with good intentions
CONS: poor service to people with small accounts

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