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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Kent A. Fitzpatrick is an Accredited Investment Fiduciary Analyst® from the Center for Fiduciary Studies, a Global Financial Steward®, and a Certified Behavioral Finance Analyst. He is a registered representative of Concord Investment Services, Inc. He is the founder, Managing Director, and an investment advisor representative of Asset Strategy Advisors, LLC (ASA) as well as Regional Director and an investment advisor representative of Asset Strategy Consultants, LLC. He is also the founder, President, and a licensed insurance representative of Asset Strategy Financial Group (ASFG), as well as the Managing Director of Asset Strategy Innovation Group, the publisher of one of the oldest financial newsletters in the country, Moneyletter.com
He has over 30 years of experience in financial planning, estate planning, and providing investment advice. As a founding principal of Asset Strategy, his focus includes oversight of a team providing comprehensive, customized investment advisory, planning, asset allocation, tax strategies, risk management, fiduciary consulting, and participant outcomes.
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