A few comments from listeners
A great to help clients get the best rate on their cash.
- Steven H.
Great savings vehicle to max safety and interest yield for cash savings.
- James M.
I have two tax clients who recently shared that they have 250k and 525k in cash. They are not happy with the returns but are not comfortable using technology to access online banks OR tying up their funds in CDs. I had no suggestions for them. Now I do.
- Andrea M.
I will be bringing this idea to my company for consideration.
- Kristen T.
Very informative presentation by Gary Zimmerman.
- Ray G.