After a radio show last weekend, I called and scheduled a free financial review, a supposedly time-limited special offer. When I spoke with the person making the appointments, I told them I was unable to drive up to Seattle and asked if it could be done over the phone. I was told that was doable. Then I received a confirmation email for the date and time, with instructions about all the documentation I was to put together for the call, which I did. Said appointment time arrived. Norm Thompson called at the scheduled time, only to say he would not do this over the phone and that I have to drive up there. He would not make an exception. He did not ask me one question about my financial situation--just an attitude of "these are my rules and I'm sticking to them... but you are welcome to come see me anytime." (Really? Why would I want to do that after this experience...)

This was a colossal waste of my time, and all someone had to do was tell me he would not it over the phone when I made my initial contact, and all could've been avoided. Inconsiderate, disrespectful of my time, as well lacking in integrity and customer focus. If I could provide zero stars, I would.

In the last 5 months with the Mutual Fund Store, I am up 7%. I have been with them almost 3 years and my rate of return average is mid-teens. If they can do that consistently, I'll be glad to pay .375% per quarter. I also like being able to log on to my Charles Schwab account and see my account daily. Other advisers cannot supply up to the minute information like this company.

I was taken in by the sales pitch of Mutual Funds Store also I had talked with five advisers associated with two credit unions, my bank, a small firm locally and auto insurance company and narrowed the field to two. My mistake - I choose the Mutual Funds Store. However, someone in the know told me to get out and get out fast. My money was put in my account with them two days ago and this afternoon I'm going with my other choice. A good friend who suggested them does his own investing but felt I'd need help and sent me to talk with the Mutual Funds Store. I do need help, I have learned a lot compared to the nothing I knew. Why I didn't go on the Internet first is beyond me. If I'd have read these comments and done a little searching I would never had even made the first appointment with the Mutual Fund Store. Thank all of you for sharing your experiences. My investments will be keeping me off Medicaid and foodstamps so what I do is crucial to my wellbeing, the Funds guy knew this and still sold me on his product.