I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

The team is amazing. Always there to answer clarify questions. The advisors are extremely helpful…read moreand knowledgeable.

Absolutely wonderful! Highly recommend…read more We had a bunch of kind of complicated questions about strategy and William was incredibly knowledgeable and helpful. He was able to pack an amazing amount of productive, actionable information into our appointment slot and did not waste any of our time together. The team was great, with planning and reminders, easy to contact and punctual. We were able to meet virtually which was really convenient, and it's a comfort to know he's local to our area in case we want to meet in person. Katrina was also great, and in fact it's awesome to find a fiduciary office with any female employees at all. On that note: I have personally (really) often had the experience with CPAs, finance folks, bankers, etc, that men sometimes really dismiss women, even if we are the customer paying for the services and knowledgeable about the needs. I typically only work with men who have been recommended by other women anymore for this reason and I was a little hesitant as I cold called fiduciary offices. Well, let me be the woman recommending William to you! He seems like a great dude, he was thoughtful, listened, was attentive, and understood what we were talking about. I never felt talked over or dismissed, and didn't feel that gender was an issue as I had with other "professionals". He was proactive, down to earth, and ethical. Give these folks a try! You won't regret it.

Class act! I recommend this firm to everyone I meet. They can service any needs.read more

From the owner: We are comprised of highly qualified and experienced accountants. Our firm offers a full range of…read moreaccounting services such as tax preparation, IRS auditing and small business consulting services. We focus on you and any unique tax or accounting needs. So if you're looking for help on filing taxes or just needing any business consulting needs, be sure to call or schedule a consultation today!

Who likes buying insurance or developing their retirement portfolio? Jim Brewer, that's who!…read more If you're seeking a reliable, honest, hardworking financial services and insurance agent, you just found him. Jim and his staff have been helping people just like you acquire the best insurance policies and retirement investment accounts for over 40 years. If Jim doesn't know the answer, nobody does. When you meet with Jim, he'll make you laugh with his personable humor while addressing your every concern with the utmost professionalism. Jim represents Lincoln Financial which is one of the largest and most stable insurance and retirement services companies in the country today, so don't worry, you're in good hands...uh, I mean, good company. :) I've enjoyed my relationship with Jim and his staff thoroughly for 10 years now and have always turned to him for my Life Insurance and Annuities products. I haven't lost a dime and my premiums are low. Give Jim a call today. Tell 'em Roy sent you!

I have entrusted my investment money to Jim for almost 18 years now. During that time he has put my…read moremoney into investments that are stable; yet offer some degree of growth with a steady percent of increase. That may not seem like much, but if you look at the last 10 years, a lot happened in the economy that has caused people to lose around 30 to 40%. Jim has given me steady percent increases during that time without any losses to my total base. If you want to put your assets into a steady growth situation, with various choices on how much risk you want to take, Jim is your man. Tell him that Rick S. sent you.

Lucy Grosz is a the best at explaining insurance that I have had the pleasure to do business with…read more She presents the options that make sense for a particular situation, and then goes through the pros and cons of each. Highly recommend her!

From the owner: Medicare coverage and Health Insurance We have been in business for 19 years, helping people make…read moresmart choices for health insurance. We work with the insurance companies so you don't have to.

Not only did Financial Comfort Consulting help me jumpstart my business venture, but I also…read morereceived the help I needed to restore my credit. Mrs. Houston is very knowledgeable about so many areas of business that I learn something new with each interaction. I would recommend any and everyone to this business.

From the owner: If you are looking for a job, bidding on a new project, contemplating bankruptcy, purchasing your…read morefirst home, been a victim of identity theft, credit illiterate, unable to manage your household budget, starting a business, don't have money for an attorney retainer, applying for a grant, going through a divorce, receiving collections calls and letters or having trouble deciphering a Request For Proposal - WE CAN HELP YOU! As a leading provider of financial education and services for more than six years, we take pride in our ability to finesse your fiscal future. We are dedicated to serving the needs of our clients each and every day. We have experienced Business Consultants, Paralegals, Tax Preparers, Freelance Writers and Financial Professionals to assist you in improving your financial future.

We were very pleased with the service for our recent refinance. Mike did a great job answering all…read moreour questions and making sure we understood all the details. The interest rate dropped the day of closing and he make sure to redo all the paperwork to get us that extra 1/4 %. Plus, we were about to do almost everything electronic except the final signing so it was extremely convenient. We couldn't be happier with the experience

We worked with Michael D'Arcangelo with Financial One Mortgage Corporation two separate times to…read morerefinance homes. Michael is not pushy and easy to work with. He is very patient and explains step by step thoroughly. He has your best interest at heart and helps advise you on the correct path to take. Michael is easy to reach and I highly recommend working with him at Financial One Mortgage Corporation.

quality, and fast services. They go behond to help their customers. They focus on your needs.read more

Joe was so kind and helpful with some very specific multi-state tax questions. Highly recommend if…read moreyou'd like a personal touch and not a large corporation who doesn't really pay attention to your individual needs!

This place is AWFUL! I was in desperate situation so I went in, the woman asked if I got paid…read moreweekly or bi-weekly...I said weekly and showed her a pay stub..she then proceeded to put it in as bi-weekly anyway and of course I was then turned down for one of their outrageous loans AFTER a hard credit pull! When I called the manager tried to blame me for not checking my info more carefully! They are morons and it's a scam to keep people down. Don't go!

From the owner: When you need quick access to cash, CheckSmart is here to help. We're more than your go-to loan…read morecompany. Our store offers financial services including Check Cashing, Money Transfers, and Money Orders. You can even sign up for a Green Dot® Visa® Debit Card. We're here to help, so stop by today.