985 total
I spoke to Richard about what my future plan and goals are and he really helped me in a plan both short term and long term. Was very nice and helpful in everything and advised me on the best options for all my investments!
Date of experience: July 04, 2024
Great financial advices, confirming that my actual investment decisions are doing well and no need to changes at the moment.
Date of experience: July 09, 2024
Kevin is always welcoming and open to questions that arise related to the investment opportunities. Always willing to help and suggest solutions to increase the value of the portfolio. Thanks very much.
Date of experience: July 03, 2024
Kevin is helping me to position my money to show the maximum capital growth. He takes time to explain and guides me through the process. I'm happy with his inputs.
Date of experience: June 27, 2024
Another fruitful meeting with Kevin. Advise was very clear and tailored to my situation.
Date of experience: July 01, 2024
Great meeting in a personal level, with transparency and accurate suggestions and advice!
Date of experience: July 09, 2024
Constructive, honest and no strings attached review of my pension fund. Good to know I have my money working as hard as possible for later in life.
Date of experience: June 19, 2024
Dealing with Kevin is a pleasure. Knowing how to navigate through the corporate website settings to allow me to set up and monitor my investments makes the process very easy. Honest review of how my performance has been and to just leave it to do its thing is refreshing knowing I am not moving for the sake of moving.
Date of experience: June 11, 2024
Great session and advice from Kevin Stapleton, really helpful.
Date of experience: July 01, 2024
We talked openly about my upcoming retirement and the options and risks to look into and the time frame window I should address some issues. No pressure but a lot of good suggestions.
Date of experience: June 08, 2024
Kevin Stapleton is an outstanding financial advisor whose candid and insightful guidance significantly enhanced the potential of my investments. His direct approach and incisive questions, coupled with his extensive knowledge, ensure a strategic and effective financial plan. Highly recommended for those seeking astute financial counsel.
Date of experience: June 28, 2024
Always rewarding to confirm the good decisions taken about my fund.
Mr. Stapleton’s advises have been crucial to achieve the financial success.
Date of experience: June 06, 2024
Associated with Mondial for more than 10 years, But it was my worst investment decision to date. No professionalism, no one cares about your investment, no communication ..Nothing.. No one share with you the statement, performance and what went wrong .. no review process at all..
Date of experience: June 18, 2024
Kevin been extremely helpful in understanding my financial demands, and providing support and guidance on setting up the road for the future.
Date of experience: June 28, 2024
Kevin Stapelton is always there to provide unbiased and expert advice. He is always accessible and ready to assist. Even during the tough times in 2020-22 he was there to advise and support. We are very grateful to him.
Date of experience: May 24, 2024
Stefan Dedecker was extremely professional and made me feel at ease discussing my financial situation. Although the meeting was for 1 hour we went way past this and Stefan did not try to wind up the meeting and this only cemented the trust I had dealing with him.
Date of experience: April 26, 2024
Very helpful meeting with Kevin who explained everything in detail and guided me through the whole process of setting up my EGPS.
Highly satisfied
Date of experience: May 07, 2024
Just to update my review, please ask any people that have been affected by Brite Advisors. There are many comments regarding the new majority owner.
I don't want Mondial Dubai LLC customers to go down the same way. Please be very careful!
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Date of experience: May 08, 2024
