Wealth Management

[Mallory]

I recently attended a "free" lunch seminar put on by Cebert Wealth at Bonefish. Have followed up with an initial meeting with one of their reps.

Was wondering if anyone had any experience with this firm or other financial planners / wealth managers in TV?

[mokey]

Yes, have dealt with Cebert Wealth and Brian Hentz. Very helpful, and not pushy at all. This is my dealings with them.

[784caroline]

How long was the presentation at Bonefish by Wealth Management and was it before or after lunch!...I imagine it was a fixed lunch or did you have any choices...and how was it!

[Mallory]

There was a short presentation before lunch while the Bonefish staff collected lunch choices, prepared, and served; more detailed presentation after lunch. Not a hard sell but definitely pointed to some specific financial products. Lunch was a choice of 3 items - filet, chicken, or salmon. It was our first visit to Bonefish and it was excellent. Have been back twice since then. Get the Bang-bang shrimp appetizer - for $7.90 it's a meal in itself.