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Understands goals and financial situations

9.0

Gives tailored investment advice

8.8

Prepared for conversation

9.3

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.8

95

Score

Number of reviews: 4
Distribution:

Reviews on David Berkowitz

Missing

Current Client

September 26, 2014

97

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

September 25, 2014

88

Score

more »
Understands goals and financial situations

8.0

Gives tailored investment advice

8.0

Prepared for conversation

8.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

9.0

Missing

Current Client

September 25, 2014

98

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

9.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

September 24, 2014

95

Score

more »
Understands goals and financial situations

9.0

Gives tailored investment advice

9.0

Prepared for conversation

9.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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