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Understands goals and financial situations

9.6

Gives tailored investment advice

9.4

Prepared for conversation

9.7

Professionalism

9.9

Offers full range of services

10.0

Overall recommendation

9.8

97

Score

Number of reviews: 15
Distribution:

Reviews on Steven Harp

Missing

Current Client

January 18, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 16, 2018

75

Score

more »
Understands goals and financial situations

7.0

Gives tailored investment advice

7.0

Prepared for conversation

8.0

Professionalism

8.0

Offers full range of services

10.0

Overall recommendation

7.0

Missing

Current Client

January 11, 2018

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

January 10, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 8, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 8, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 6, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 6, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 6, 2018

88

Score

more »
Understands goals and financial situations

8.0

Gives tailored investment advice

7.0

Prepared for conversation

7.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 6, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 6, 2018

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

January 5, 2018

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

January 5, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 5, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

Missing

Current Client

January 5, 2018

100

Score

more »
Understands goals and financial situations

10.0

Gives tailored investment advice

10.0

Prepared for conversation

10.0

Professionalism

10.0

Offers full range of services

10.0

Overall recommendation

10.0

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