AboutKara
(800) -741-1103, ext. 2151
Client References
Dear Kara,
Mrs. V. and I are very fortunate to have a professional with your skills and acumen administering our accounts. Through your guidance, tax exempt bonds have become an integral part of our total investments......thank you.
N.W, MAINE
To Whom it May Concern,
Kara Lucas has been helping me build my municipal bond portfolio since 2008. We have done quite well. I live in a state that issues fewer bonds than some others do and she is very prompt in contacting me when fms has what i'm looking for. She stays in touch and recommends changes that are beneficial to me and presents out-of-state issues that may be useful. She is patient in explaining the 'ins and outs' of investing. I look forward to continuing our relationship.
D.A, WASHINGTON
I have been a client of Kara Lucas since February 2009. I remember vividly that time in all our lives when the financial crisis was at its peak. Recently retired, I had to figure out how I was going to generate income. I like most people did not trust anyone in the financial industry. It was then I contacted Kara Lucas at FMS bonds to discuss my options. Kara provided me with all the information I requested and much more. I knew I wanted Municipal Bonds and Kara was amazing. She knew I had a low, very low Risk tolerance. My number one goal was to generate income yet preserve my principal. As of 2013 I have purchased over 30 individual bonds with her expertise. Kara would let me know immediately when she had a great bond that fit my needs. With Kara's patience and understanding we managed to build an excellent portfolio. I am no easy target trust me! I spent my life on CNBC listening to all the journalist talk about the demise of Muni's in late 2010. Was I reactive…short answer is yes. Kara was there to listen to my concerns. She was willing to do whatever I wanted. I stayed the course and ended up purchasing some of the Best Bonds with great yields during the panic of 2009, 2010 and 2011!
In closing, nothing in life is risk free or a sure thing. That said, after 5 years working with Kara and FMS bonds I could not be happier. I am pretty good now and picking bonds but I would never purchase them without Kara's personal endorsement. She is extremely knowledgeable and the expert in bonds that fit my needs. If you are looking for personalized attention with a "Trusted" person then Kara Lucas is my pick every time. I look forward to working with her for many years to come.
C.V, CONNECTICUT
L.F, FLORIDA
Dear Kara,
I'd like you to have this email as a reference for providing fine service to our family trust and also my firm's pension plan holdings. Our experience with FMS Bonds has been great because of you and your focus on being professional. Your expertise with helping us with our bond holdings has been dedicated to growing our wealth management. Your efforts in the analysis of each of the bonds has been saving us monies and helping reduce our costs significantly over owning mutual funds with stocks or bonds.
Please keep up the fine continuous effort to provide our family trust with unparalleled service and knowledge. I highly recommend your services to anyone looking for honest financial bond management.
I have been purchasing Municipal Bonds from FMS through Kara Lucas for the past few years. She is extremely knowledgeable and knows her stuff. I have had multiple transactions with her and she has helped our daughter buy bonds as well. FMS deals primarily in Municipals and they are very transparent on the website. They are also very good about answering most market questions.
I will recommend KARA LUCAS without any reservation to new customers.
DR. R.G, NEW YORK
