I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

We started at McIlrath and Eck 2 years ago and we really enjoy our association with this group…read more Thor is amazing in his knowledge and experience. His class in retirement planning is a must! His financial planners are excellent and are willing to offer their best no matter what your situation is, putting the client interests first and make the planning process simple to follow. The support staff is truly wonderful and they treat their clients like extended family. I recommend this group to my friends and family too!

McIlrath and Eck are top notch in every way. We took Thor's retirement planning class several years…read moreago and knew then we wanted to work with him and his team. All financial planners are always prepared and know their stuff, explain it all in plain language, go through options and choices. I love that Thor's firm does not sell any investment products. Highly recommend. Also highly recommend taking Thor's class if you're just getting started.

I was weeks into trying to figure out what to do after a terrible financial mistake. I'd contacted…read morea few places, but they all wanted fees upfront--even before hearing my full story. Then I came across a quiet mention of cwpsc (you know the rest com) in a forum. I reached out, cautiously. They listened first, didn't charge anything upfront, and stayed in touch throughout. Things eventually turned around, and I could finally sleep again.

Elite investment was recommended to me by several family and friends. I meet Fariba, the owner and…read morewere immediately impressed by her wealth of knowledge and down to earth and helpful attitude. She designed a strategy that fit my comfort level and would personally get involved if I had questions and concerns. I have recommended Elite to many friends and have gotten the same feed back.

Every time i have interacted with Schwab the courtesy, professionalism and service has been superb…read more Although I rarely have occasion to visit the office in-person, when I do everyone is friendly, well dressed, the big screen TV has CNBC going, and free coffee. Love it. Schwabs electronic year end statements aand integration into tax software is a real plus too. Pricing might be a bit higher than competitors, but the service is well worth it. Definitely a life-long customer. Keep it up Schwab!

Love, love, and trust this bank. They know me, take care of me AND are very price worthy,…read morerecommending low load and index funds.

Knowledgeable, good listener. He's a guy with integrity…read more(not easy to find in the financial world!) Totally satisfied with his work, well worth it.

I used Vast Solutions Group as the registered agent for one of my companies, and it was a terrible…read moreexperience. They are extremely unprofessional and consistently slow to respond. The biggest issue is their lack of communication when receiving legal documents on behalf of your business. That is literally the primary responsibility of a registered agent, and they failed at it. This kind of negligence puts your business at serious risk and is completely unacceptable.

Kenner was so lovely to work with, he did a quick consult with me, put me in touch with some…read moreresources he had to share and advised me on the best way to take care of my concerns and save the most money. He was knowledgeable and kind. Will absolutely reach out with any needs in the future and recommend him highly.

I switched my accounts to Bert about a year ago. I've had a few financial planners before and…read morenever had one so helpful and proactive as Bert. My accounts have done really well and he always answers my questions promptly and even calls unsolicited with suggestions too. I can't recommend him enough.

Bert is a down to earth but knowledgeable resource. During this volatile financial market, I feel…read morelike it's even more important to trust the person who is watching out for my future. Bert is always willing to go the extra mile and treats us as equals in the decisions that are made.