My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

I was recommended to Jacki Popadich at Hantz by a dear friend, whom I trust. That friend had been…read moregoing to her for over 25 years and had managed to pay off her house. When I first met Jacki, I was impressed by her warmth and sincerity. Since I became her client many years ago now, Jacki has updated my company 401K designations, earning me much more return on my investment than the company baseline was doing. She suggested that I put my home and all my assets into a Living Trust, to protect my heirs. She encouraged me to set aside more of my bi-weekly paycheck into Before Tax dollars in my 401K, to make sure I have enough money for retirement. And she guided me through the process of getting my Social Security benefits as an ex-spouse. I would never have known to do that, and the extra money each month has decreased my stress and anxiety enormously. My son is also her client, now that he is at an age to start to invest and manage his money. I would recommend Jacki to anyone, but most especially to single women out there who need someone to guide them in financial decisions, who has their best interests at heart.

One of the worst financial advising firms out there…read more I terminated my contract in September 20 21 and they did not do any debrief or mention that they did not transfer my account. Kept charging their monthly fee by selling the stock and using that as their advisory fee for next four years. Never even once they called me or updated me that they were charging fees. The too for investment in S&P 500 index fund. absolutely disgusted.

Best financial and accounting services around. Rudy has been doing my taxes for over 15 years.read more

Prevaling Strategies has literally changed my life and has the best mentor I've been around.Gain so…read moremuch knowledge and confidence about trading and investing in general .Highly recommended for anyone looking to learn and grow.

When I was first recommended to prevailing strategies I was struggling with financial literacy and…read moreinvesting. I can proudly say after just a few weeks with the company I have learned more about saving than I have in the past three years! The experience is well worth the price because you get hands on training with instructors who've been in stocks sessions. I plan on staying for the long run and advise anyone looking for financial freedom to give it a try.

Total scam, they charge you %10 cash on all transactions. The charge a $21.95 monthly fee and if…read moreyou don't make any transactions the charge you an additional $19.95 per month + 2% interest. Stay away from the company.

They actually had the audacity to say. The question is if you'll be able to afford us!!!!!!!!!…read moreExcuse me?? Let me start off buy saying, the lady that had called me wouldn't let you get a word in at all. And once you tell them your not interested in bartering because we work in real life and need the money at the end of the day to pay labor etc. they bash you!!! Look I'm a business man at the end of the day. This is not how you treat people shame on you!!!! So that being said if you want to get involved with this scam!!!!!! Go ahead I'll say it right now!!!!!! I told ya so!!!! Down with this company shame on you.

Steve Grimes is a very knowledgeable and down to earth individual. I am just starting out so I had…read morea lot of questions. He helped walk me through everything, in a way I could easily understand, and gave me some really great practical advice. I would recommend Navigators to anyone in need of financial planning.