Jeff Avila and Kai Bartschi are rude and demeaning -- they said my investment account (hundreds of thousands of $$$) was not worth their trouble -- these guys are not professional financial advisors, they are the Taco Bell of franchised money changers -- word in the financial community is that Jeff Avila left Fidelity back in late 2000's but couldn't cut it in the private sector up against the real money pros so he skedaddled back to Fidelity tail tucked between his legs -- DO NOT USE THEM
Jeff Avila and Kai Bartschi are rude and demeaning -- they said my investment account (hundreds of thousands of $$$) was not worth their trouble -- these guys are not professional financial advisors, they are the Taco Bell of franchised money changers -- word in the financial community is that Jeff Avila left Fidelity back in late 2000's but couldn't cut it in the private sector up against the real money pros so he skedaddled back to Fidelity tail tucked between his legs -- DO NOT USE THEM