I had such a great experience working with Patty to get my life insurance. She was very helpful,…read morepatient, and made the whole process easy to understand. I really appreciate how she took the time to answer all my questions and make sure I felt comfortable with everything. My mom has also been working with Patty for years, which says a lot about how trustworthy and reliable she is. I'm so glad I decided to work with her too. I highly recommend Patty to anyone looking for someone who truly cares about her clients and helps them find the right coverage for their needs!

I spoke with Omar, who is actually really easy to talk to. I'm almost 40 so thinking about the…read more"what's next" part of my life is a tough pill to swallow, but the perspective he gives you makes you feel way more comfortable doing it. It helps that he was able to help with rolling over an old 401k but they provide an end to end solution for any financial advice you'd need. There aren't enough stars to give, but highly recommend him and the entire staff (incredibly nice people) for anything you'd need.

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Credit can be intimidating, and I often neglected it for that very reason. However, when I…read moreconnected with Karen, she was incredibly patient and informative. What stood out the most was that they were not pushy at all. I've noticed significant improvements since I started working with them, and they genuinely care about your well-being. I've recommended Second Chance to friends and family who also felt uneasy or stuck. If you're in a similar situation, take a moment to call them. It's worth it! Thank you, Karen, Wayne, and the entire Second Chance team. You're making a positive impact in more ways than you can imagine.

Very informative seminar. I learned a lot and I am impressed with Brian's presentation and the…read morevaluable information he gave me for retirement planning purposes in the future including SS and capital gains information.

I would highly recommend them. I reached out seeking high level guidance on a variety of tax,…read moreretirement, financial topics and Brian took the time to patiently coach me through it. His time was invaluable!

I left a job in 2019 and I had a 401k that was losing money in it. Since I wasn't an employee…read moreanymore I wasn't contributing to my 401k and it was sitting there stagnant. Drea & Celeste were friends of mine and since Celeste opened up The Financial Architects business they told me all the opportunities I could do with my 401k and helped me roll it over to an annuity. Drea handled my case and found the best plan to meet my needs. She asked investigative questions to help me make a plan for the future of my retirement. It's hard to find people who personally care and have integrity with the work they do to help others so that's why I trusted Drea to direct me with my future decisions. I was so happy with the service she provided and I always encourage my friends and family to see them for all their financial needs.

Celeste is incredible at what she does. I have been using her services for the last 8 years with…read morefinancing, refinancing and most recently a HELOC loan. She acts fast and diligently looks for the best options for her clients. Highly recommend her and the folks at TFA.

Greetings, I…read moreinvested approximately 10 years ago with WFG - more recently Reena has been providing her professional service and sharing her expertise with both my husband and I! Reena accommodated my husband and I with our schedules when meeting with her; Reena is diligent. Overall, we appreciate WFG and their goal to put their clients needs first. Kind Regards, Marlee

The people at world financial group really helped me and my family! Prior to our meeting I had…read morebarely any idea about finances and feel like I can clearly understand where I'm at in life and where I need to be to support my family. I feel like my entire life has changed from the brokers who have helped me.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

Sandra was extremely insightful- she does not try to upsell her services and will keep you honest…read moreon the best approach forward. She procures solutions based on your specific needs it's not a bundle and buy one size fits all type of service. Highly recommend and she knows her stuff.

Let me start my review by saying - if in doubt, don't be! Fix your credit is hands down a life line…read moreof a new life. In this economy we all are struggling to find our way. While struggle? Fix you credit can make your world a bit more simpler by rebuilding your credit to gain a lot more dollar of your hard earn money. Everyone struggles, we all make mistakes. Hardship is real, but fix your credit gives you back a chance of a new beginning. Don't stress the mess of your credit - let fix your credit get you back to YOU! Sandra and her team are beyond knowledgeable. Let their expertise help you gain what you already work so hard for. I highly recommend - you have nothing to lose but GAIN!!!!

Who wants to talk life insurance and investments!!?? Not me, but with a baby on the way I knew I…read morehad to start something. My husband and I were referred to Cona from a trusted friend. We met with Rich and Kelly and they took their time listening to our needs and goals for our future. They made the process so easy for us! They explained all of our options and now we both have awesome life insurance coverage, and are saving and investing our money the smart way. I'm so glad we found Cona Financial Group. I have no problem referring them to family and friends knowing they are in good hands.

From the owner: Cona Financial Group is a comprehensive financial planning and wealth management firm. These are…read moresome of the areas we focus on: * Personal financial planning & cash flow management * Retirement planning * Investment advisory services & portfolio management * Life Insurance planning & risk management * Education planning Our clients include people from all walks of life, including: * Traditional & non-traditional families * Newlyweds & new parents * Single parents * Independent women * DINKs - "Dual Income, No Kids" * Retirees and pre-retirees (those who are planning to retire within 5 years) * Business owners & the self-employed * Professionals & highly compensated employees We offer an entirely different financial planning experience. Dynamic, independent, personalized financial advice - without the usual account minimums and conflicts of interest that you've come to expect. If that's what you are looking for in a financial advisor, you have come to the right place.

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.