Finley Alexander Wealth Management Research Blvd, Rockville

Hi Raquel, our educational events are very popular and fill up quickly; we understand the disappointment of a waitlist position. During our registration process, we do ask standard questions to ensure the educational content of our event is suitable and most beneficial for those who wish to attend. In reviewing our documented conversations with you, we can see that we clearly explained the waitlist and offered to schedule you for another event, but you did not respond positively to that offer. Wishing you the best of luck in your pursuit of financial clarity and peace of mind.

Hello Marian, we appreciate your interest in our educational events. To ensure the best experience for all attendees, we do ask standard questions of registrants that are common questions asked by most financial firms. Based on your responses, we recommended that you would be better suited by attending one of our upcoming complimentary workshops, as the event you requested was not for those with an advisor. We appreciate that you were considering awarding a portion of your portfolio to a financial professional, but out of respect for all parties, we do ask that those seeking financial advice first address their concerns and desires with their established professional partnership. We believe deeply in transparent and straight-forward conversations, especially when we are talking about something as important as the management of your life savings. We are happy to serve when all parties are on the same page.