I have worked for the firm for a couple of years and can say that the advisers and staff are…read moreknowledgeable, dedicated to our clients endlessly and committed to work for our clients best interest. I have never worked with such a honorable group of people and am reminded often by our clients why they put their faith in us.

Definitely a fan of LeFavi so far. Chris Light has been a pleasure to work with.read more

I needed somewhere to start my portfolio and help me prepare for my financial goals. I had a free…read moreconsultation with Axex Financial and they helped me get started and taught me about the basics of financial planning and investing.

From the owner: At Axex Financial, we begin our conversations with our clients by getting to know your personal…read moresituation and needs and then searching the world of financial options to find the appropriate fit for your situation. We pride ourselves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm the unique opportunity to always find the appropriate product for you, not just the best fit from what we happen to have available.

I really like this branch. I've found everyone to be very helpful and friendly. I enjoy going in to…read moremake deposits enough to actively avoid doing it electronically.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I would give 0 stars if I could. Having to deal with a 401k Power of Attorney. Submitted the…read moredocuments and was told it would be 3-5 business days to process and even have an email showing it. Called Customer Service and they didnt care and told me the process was up to 4 weeks! This isn't using the funds for my benefit its for someone else. No one takes accountability - and no one is willing to do anything to help or make up for the misinformation besides they could put a note that I was requesting it to be expedited despite the fact that I have to be the one calling in order to get any communication whatsoever. When I talked with a manager all they said was to call back in in a few days to see if there was any progress - again asking me to follow up! No accountability whatsoever. What an awful company experience.

I call them up repeatedly and they put me on hold. They won't update my phone number so I can use…read moretheir website and transfer out my hostage retirement account.

Albion is an absolute wealth of information for those looking to invest in their future. They take…read morethe time to listen to their client, strategically invest based on their client's goals, and provide counsel in all aspects of your financial life. There is no better place to look than Albion when your financial future is at stake.

I called these guys to see if they would look at doing a review of my retirement plan. They told me…read morethey'd be happy to help me for $10,000. Or if you had a million dollars they will waive fees. Business must be good.

This company stole my credit card information and scammed me out of $139. I'm processing a…read morechargeback. I didn't even know this company existed until it showed up on my recent transactions. This is a fraudulent company and I'm reporting you to the better business bureau and all other appropriate agencies. Committing credit card fraud is a felony.

I was told that my credit score could definitely be improved since I never did bankruptcy, and they…read morestrung me along for quite a while while I paid for their services. Their site looks good, the people sound good, the portal suggests things are getting done, but in the end nothing changed. Nothing improved. It was a total waste of time and money, full of false promises.

Money Mastery has been great for us, we are almost out if debt (all except our mortgage) and are…read morefeeling in control of our finances....it's a pretty great feeling. Would highly recommend Money Mastery.

From the owner: The only holistic Personal Financial Literacy Program available today!read more

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

I did a lot of research before selecting someone who would be taking care of my life savings. I…read moreknew that I wanted a fiduciary A person that would put my interests first, before some investment group. When I found Jeff he checked all the boxes. He was very knowledgeable and easy to talk to. He was able to answer all of my questions and put me at ease. A real professional excited about his work and taking care of me! I have been with him for about six years now, no regrets. Give him a look if you are interested in finding a good investment.

From the owner: Custom Financial Plans, Retirement Income Planning, Active Investment Management, Income and Estate…read moreTax Reduction, Medicaid Planning, Tax Planning, Social Security Maximization, Risk Management, Business Succession Planning

Easy app to use and very responsive if any questions arise during tax process. Just upload…read moredocuments. Easy !!!

Charlotte and team are amazing! They are expedient, efficient and very patient, especially when…read moreyour status changes and you are learning a new process. Charlotte is very smart and takes her time to explain and tax plan with you. I really love this firm and so happy that I switched over to them when I decided to start my S-Corp!