Great guys who take the time to explain what they're doing. And excellent returns, even in…read morevolatile markets.

Jason and Elliot are so easy to work with. Love the transparency of the company and the…read morecommunications with clients. They're very helpful with setting up accounts and any questions you have. They are also very accessible and return calls promptly. Of course the best part of investing with them is how my portfolio is growing. :)

I was referred to meet with Steven through Dave Ramsey's SmartVestor network. The location is…read moreconvenient with parking and his office is inside Sterling National Bank. I scheduled an appointment through one of his associates. I came in with different intentions and braced for a sales pitch. But instead, Steven analyzed my financial situation and gave me advice that was extremely eye opening and helpful. (Many "Financial Advisors" in the industry have a bad reputation for selling/ pushing products for their gains/ commissions and not actually helping clients financially). As a first impression review, I highly recommend him as a CFP and a fiduciary. He seems to have the patience to help clients understand their financial situation and give very thorough advice as he has many years of experience.

Mr. Silber gave honest advice for my personal financial situation and did not just try to sell me…read moresomething. I plan on following his advice. I felt comfortable asking him difficult questions and I trust his advice. He seems a very experienced financial advisor. He was professional and approachable. I would go back to him in the future.

*** Investor Beware*** I had TJT manage a significant portion of my retirement account for about…read moretwo years. They were happy to take my money in terms of fees but did not place any trades in my account in the two-year engagement that I had with them, missing several opportunities to grow. A real shame because I had placed all my trust in them as my financial advisors, and they severely disappointed me. There were so many opportunities to invest, and for all their so-called wisdom, it doesn't benefit their client a single bit. You are better off managing your own money yourself rather than trusting these "false" experts.

I've worked with TJT Capital for over 20 years. Jim Cook & the team have always provided…read moreprofessional, honest & well thought out advise during many type of market conditions. They focus on the fundamentals, avoid typical media hype & have been very helpful in managing my IRA during my accumulation of assets & during distribution of RMDs. I would strongly recommend talking with them if you're looking for a good team to help you manage your assets / IRA / etc. Ernie Kulik

I received a number of emails from Transamerica about retirement plans. I never really read them…read moreuntil last week. Wowza! I have $$$ funds in a 401(k) here! Most transactions are done online, but I never registered a user account. After trying multiple times, I was unsuccessful. Tried the website support and waited on the phone for 20 minutes and never got assistance. Finally called the sales toll free line. Of course, it was answered right away. Kaitlyn helped me get my user account online. Of course, I was using the wrong company portal. She stayed on the line with me every step of the way. Service was so great, I might roll over to their IRA.

Horrible shady company, requested a withdrawal from my 401k, and they keep telling me the check is…read morein the mail, its been over a week, and nothing. All lies they just don't want the money to leave their company so they can continue to earn interest on our money!! This has happened to other co-workers I know, so its normal practice for them to hold on to the checks for a while before mailing them out. So glad soon I will never have to deal with them again!

I only deal with Mike G - not only is he a wealth of knowledge .....in the financial field....but a…read morecaring professional who always checks in and make me money !! Since meeting with Mike ... my friends and family also have him handle their investments. Personal, knowledgeable, professional experience for the past several years .

Absolutely the worst customer service I've ever experienced. They bring incompetence to a world…read moreclass level. Not even the slightest indication that they care about their customers or their concerns. I am, literally on the verge of contacting the Nassau County fraud unit and the Federal Trade Commission. Avoid this clown show like it was the plague!

I like Wells Fargo. Not many banks are lending now. Wells is lending. I refinanced with them…read morerecently. My first loan officer was not so good. I found a better one. Here is the deal breaker. Make sure you do not pay anything to lock your rate. It is their way to get you. The first guy wanted to charge me 1% (commitment fee) to lock my rate. I asked him: "What if we cannot close and the lock expires?" He said: "Do not worry about it". I thanked him and did not continue with him. The second officer was excellent. Here are some tips for new borrowers: *Do not pay commitment fee unless you have special circumstances (low credit score, all other banks denied you). *Get Good Faith Estimate (estimate of your closing costs) when you start working with your loan officer. A day before closing, try to get an Updated Good Faith Estimate. Try to resolve significant discrepancies before closing. *Make sure you have correct numbers for taxes for closing (you can get them from County). The Title Company will have you establish escrow for taxes. If you have correct numbers, you will have more chances to avoid overpayment.