Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

I'm a really big fan of Fidelity!…read more We needed to have some one on one time with a financial advisor. I found Brenda on their website and made an appointment with her at our first available. My wife and I both liked Brenda and the way that we were treated at the office. It's a very nice new office and the receptionist is excellent as well. We were curious about a few things for our retirement planning and Brenda helped us quite a bit. She was very kind and generous with her time, and answered all of our questions. We feel that we are on the right track and that piece of mind is invaluable. I highly recommend Fidelity.

No one should EVER have to sit on hold for over an hour to discuss THEIR OWN MONEY. Terrible…read morecustomer service making someone wait when YOU ARE HANDLING THEIR MONEY. I am beyond irritated. Enough to move all my accounts somewhere else that will not leave me on hold for an unreasonable amount of time. Totally unacceptable.

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

we have used them for a couple of month now and we are blown away with their customer service and…read moreproduct offerings. Can't say enough good things about them.

Trying to raise credit on my brokerage company for years now with RTS. Been in business for 4 Years…read morenow. We pay invoices to them directly every month. Shown proof of payment to them as well. Called every 2 days for 2 weeks straight to raise my credit limit. Mind you the same person answers everytime and acts like a different person. Im asking what the status is she cant give me an update. They first ask me if i sent them an email. i ask them what the email is she tells me its an internal email and she cant give me that ( so why the fuck are you asking me if I emailed them??)) I told her that your team has told me that they have opened a ticket already multiple times. I asked them why has nobody reached out then and she still doesn't have an answer. i ask her to transfer me to the person who has been opening our tickets she said he's on vacation now for 2 weeks (LMAO BULLSHIT) Reached out again spoke to another agent and they straight up told me "ANOTHER REASON IS BECAUSE OF YOUR RACE AND THE AREA YOU ARE IN" Internal team is a bunch of European/Indians who dont know a thing about trucking. EVERY AGENT IS RUDE, INTERRUPTS YOU AS YOU ARE EXPLAINING YOUR SIDE OF THE STORY BUT GOD FORBID YOU CUT HER OFF WHILE SPEAKING, SHE THREATENS TO HANG UP ON YOU. GET OUT OF YOUR EMOTIONS AND DONT DISH IT IF YOU CANT RECEIVE IT. Don't let these crooks control your money and tell you who you can and CANT work with. Nobodys bigger than the program

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

If you need someone to help you navigate your future with investments, savings, taxes, social…read moresecurity, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.

From the owner: True Peace Financial Solutions is dedicated to providing tailored insurance and financial services…read moreto clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.

In Dec 2019 I was quoted by Jeff Walstrom $775 for health ins. for the 2020 year. I agreed to the…read morepolicy and enrolled in auto debit for the pmts. In Jan of 2020, I received an email from Jeff Walstrom stating my ins. would go up to $910 a month effective Feb 1, 2020. I complained and reminded him he quoted me less than 30 days ago, so he agreed to honor the $775 price through May of 2020. In May of 2020, I was charged 910.00 which was not supposed to happen until June of 2020. Then in June of 2020, I was auto debited $1035 without any notification from Jeff Walstrom or BCBS. I emailed him several times and sent him a copies of the rate sheet he provided. Jeff stated the rates increased again in June and the rate sheet was now expired. Now I am paying over $1035 a month for a policy that was originally quoted at $775. My rate was increased of $261.76 in 6 months. I also never approved the auto debit amounts to raise or be changed without my knowledge, so I am filing a BBB complaint. Jeff Walstrom is not a good agent, nor is he good with communication, nor does he follow-up on anything. He quotes you and enrolls you into auto debit, then takes more money that he is supposed to. CHECK YOUR AUTO DEBIT if you have a policy with him.

From the owner: Our clients derive their greatest benefit from our vast industry knowledge, experience and the…read moreextensive list of value-added services that we provide. Our growth model is founded on the premise that a strong partnership will ultimately provide our clients with the best long-term solutions. Bukaty Companies is comprised of five separate but integrated divisions.: Employee Benefits, HR Consulting, Benefit Administration, Payroll & Accounting, and Property & Casualty.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

I can't even begin to thank Kristen enough for all the help she's provided me. I was in such a bad…read moreplace with credit card debt and starting up my own small business and I didn't know who to turn to. In 2 months, she completely reorganized my financial life. On top of that, she truly cares about her clients and realizes money affects every aspect of our lives and not only is there to improve your financial situation but she honestly helped improve my whole life! She is a wealth of knowledge and taught me so much. She exceeded every expectation and is highly recommended.

From the owner: Money coaching, personal finance, mobile notary publicread more