Savino Tax & Investment Advisory Group

After having attended a Retirement/Social Security Seminar and a follow-up appointment with Tom Savino; and having invested a couple of weeks' time and effort, the Savino Tax & Investment Advisory Group in Newport Beach, CA called me today and asked me "what's in it for them?" They had indicated they would run a no-cost Social Security software program to determine when my spouse and I should collect benefits. I told them clearly up-front that what we wanted was a "second opinion" and they seemed fine with that. Savino criticized some of our current investment strategies, claiming his products would perform far better; and cancelled our next appointment indicating he would not be providing what he and his seminar promised to provide--a Social Security Maximization report. In short, I find his actions pompous and his promises disingenuous. I would encourage you to avoid making an appointment with this firm even if you enjoy a complimentary meal at a local eatery at his expense. He does not deliver on his promises.