Crow Financial

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Address: 222 W Lockeford St, Lodi, CA 95240, USA

Phone: (209) 367-5570

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State: California

Zip Code: 95240

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related searches: Crow investments, Crowe LLP

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Reviews

I used to manage my own portfolio because I did not trust someone to look out for my best interests.  But Pat has earned and maintained my trust over the last 19 years.  He knows what I want out of my investments and routinely keeps me up to speed on changes we might want to make in the future.  His proactive approach allows plenty of time for me to understand and gain comfort with his advice.  I never worry about my investments.

 15 years ago (06-07-2010)

I have known Pat for many years and over that period of time he has consistantly provided me with sound financial advice in regard to my investments.  In early 2007 I moved my investments in my 401K from stocks to bonds.  One of the few good moves that I have made over the years.  At that time I asked Pat to prepare an invesment plan where I could reinvest in the market once things stabilized.  In 2008 Pat suggested a growth fund that I moved my 401K into and I experienced a gain of 35% on this account in 2009.  I strongly recommend Pat Crow as a financial advisor.

 15 years ago (07-07-2010)

I have known Pat for over 15 years and he is a great financial advisor.  I am one of those people who contributes regularly to my retirement  but am not always diligent with reviewing my portfolio with my busy work  schedule.   Pat is the only advisor I have ever had that calls me routinely, revises my investment strategy and visits me at work to make sure I have a clear overview of the market without any reminder from me!   Other advisors in the past only help me if I initiate the call once they have my account.  Pat is really the old fashioned personal touch busy working people need! I know I am in good hands and my 401K has weathered the storms very well.  

 15 years ago (03-07-2010)

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