Kuhn Advisors

I have been working with Kuhn Advisors for quite some time and in my opinion, they are the worst financial advisor in NC. That’s because these people give cookie-cutter advice to their clients. Cookie-cutter advice is suboptimal and is a lazy way for financial advisors to handle their clients. If your financial advisor is giving you cookie-cutter advice, you should stay miles away from them. It means they don’t care about your financial goals and requirements. Instead of focusing on your needs, they are too focused on their time and energy. It would be much better to find a financial advisor who really cares about you and your finances. You should find someone who is responsible and caring. A lazy financial advisor is detrimental for your finances. It’s your money, after all, and you shouldn’t waste it on someone who is too lazy to do their job. 

When I found out about the reality of Kuhn Advisors, I was utterly disappointed. I never expected them to offer me such financial advice. All this time, I was thinking my financial advisors cared about my finances. It’s clear that they were deceiving me. 

Check out the report for: Ken Schapiro

The main reasons why cookie-cutter advice is bad for you are the following:

Lazy Advisor

Cookie-cutter advice is the biggest sign of your financial advisor being lazy. It’s clear that they don’t care enough about your finances, goals, and requirements. The only thing worse than a bad financial advisor is a lazy financial advisor. The former doesn’t know how to do their job while the latter is deliberately doing a bad job. You shouldn’t waste your money on a service provider who is too lazy to do their job properly. A professional financial advisor wouldn’t give you cookie-cutter advice. They would listen to you and try to understand your requirements. 

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Poor Results

When you’re getting cookie-cutter advice, it’s certain that you wouldn’t get the best results. That’s because it is not made for your specific case, it’s made for everyone. When your financial advisor creates a financial plan specifically for you while keeping your unique requirements in mind, you should get the best possible results. With a set of cookie-cutter advice, that doesn’t happen. It’s like comparing a normal suit with a tailor-made one. They both are suits but the latter will always be superior in terms of comfort and looks. That’s why cookie-cutter advice is looked down on in the financial industry. When I discovered that Kuhn Advisors were giving me cookie-cutter advice, I got very disappointed. One of the big reasons why I was disappointed was that I knew I wasn’t getting the results I could have gotten. 

A Scam

When you hire a financial planning firm, you expect them to offer you the best service possible. You hope that they will strive to get you the best returns you can get. But with cookie-cutter advice, that’s not possible. So, in a way, your financial advisor is scamming you if they give you cookie-cutter advice. It’s an unethical practice and is certainly not suitable for a major firm like Kuhn advisors. They could have resorted to hiring more advisors, but no, they choose to create templates for their clients, which is horrible, just horrible. 

Similar review: Clear Perspectives Financial Planning

Another big reason why cookie-cutter advice is a scam is because you don’t get your time back. As I mentioned earlier, cookie-cutter advice is always suboptimal. So you can’t possibly get the best results possible while following such advice. It would be best to get personalized advice while keeping all the factors (goals, needs, etc.) in mind. When you’re following cookie-cutter advice and make decisions accordingly, you’re losing out on a lot of gains and wealth. So, your financial advisor is scamming you and making you lose money by giving you cookie-cutter advice. 

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Kuhn Advisors Review: Don’t Hire Them

Kuhn Advisors give cookie-cutter advice to their clients. It is highly unethical and that’s why I don’t recommend doing business with this firm to anyone. You’d benefit more from hiring a smaller firm.

Kuhn Advisors isn’t a suitable financial advisory firm for you. They are scammers who mislead clients into thinking they give excellent services while in reality, they are only giving crappy advice to them. Don’t do business and stay safe. 

3 Total Score
Give Cookie-Cutter Advice

Kuhn Advisors give cookie-cutter advice to their clients. It is highly unethical and immoral of them to do so. As a client, I was utterly disappointed to discover this fact and so, I don't recommend their services to anyone.

3Expert Score
0.2User's score
  • Lazy
  • Selfish
  • Careless
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1 Comment
  1. 0.1

    I once worked with an advisor who used to give me cookie-cutter advice. It was horrible, really horrible to work with that guy. I guess advisors resort to such tactics when they are not invested in their jobs. It would have been better if that guy switched to doing something he actually loves instead of doing a job he hates. You never know right?
    Noticing how he lazy he was at his job, I switched advisors which was the best decision I have ever made for my finances. If what you’ve said here is true, I don’t think then Kuhn advisors are good people. Better to avoid such advisors that’s what I learnt in my experience.

    - CONS: Never trust someone who gives cookie-cutter advice
    Helpful(0) Unhelpful(0)You have already voted this

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