A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

When I first contacted the company, I was overwhelmed with multiple merchant cash advance loans…read morethat were draining my business dry. I didn't know where to turn. Nathan was the first person I spoke to, and from the start, he was knowledgeable, honest, and incredibly patient. He walked me through the process step by step, explained my options in a way I could understand, and never pressured me to sign anything. What really stood out was how proactive Nathan was. He stayed in touch regularly, answered all my questions quickly, and fought hard on my behalf with the lenders. Within a few months, the company was able to reduce my total debt significantly and restructure my payments into something manageable. Thanks to Nathan and the team, my business is finally getting back on its feet. If you're struggling with MCA debt, I highly recommend reaching out to them--especially if you get the chance to work with Nathan.

I get spam calls from them all day. They seem to be calling on auto dialers. I am in San Diego and…read morethey are routing their calls through Riverside California in an attempt to appear as a local company.

Great for retirement planning, very professional and knowledgeable to make the most of your…read moreretirement.

From the owner: Safety 1st Financial is built on a foundation of principles that guide us every day. All of our…read morerepresentatives are highly accomplished, knowledgeable and fully licensed. We proudly represent some of the oldest and strongest financial institutions in the world. Safety 1st Financial believes that the more you know about your money and how it can work for you, the more you will appreciate our services. We offer better rates and higher yields with no fees paid by you. We have developed a unique approach that focuses on the preservation of principal, in addition to educating you on the problems you will encounter in retirement. We believe that you have worked hard for your money, protecting and growing your nest egg is what we do best. Our clients are not interested in gambling their retirement savings. For that reason, we do not offer any financial vehicle that places your principal at risk.

Stuart is the BEST! He is awesome smart with his talent and crazy good with client response time!…read more A true professional he is. Been enjoying his professional services and advice for many years. He handles my personal and business returns and would recommend him to anyone looking for a good solid CPA. I rest easy at night knowing he has completed my returns with no nonsense fluff or deceptive practices. All at a reasonable price that is worth every penny. Services not inexpensive, but remember: you get what you pay for! No crazy homeless looking folks dressed up like Lady Liberty here! Just good ole fashion number crunching perfection. Thanks Blum and Blum! You guys RULE!

I have been with Blum and Blum for a few tax seasons now. Mr. Blum has not only saved me money, but…read morehe has helped set up my business, helped me file as a single man, and now as a married man. At Blum and Blum, they are really responsive and do good quick, quality work. They are passionate about what they do. They helped me figure out the right time to open up a retirement account as well as set up a great mutual fund account. I am glad I used them for my taxes and financial needs.

I looked into this company.. But after talking to Jennifer I feel it's a SCAM.. I'm looking to fix…read moremy credit but after talking to them my gut feeling is to run from these people.. and the cost of there so call services are absolutely ridiculous.. I called 3 other credit repair places before I made my decision.. .................

I was referred to this company by a friend of mine, at first I was skeptical as I've attempted this…read moreonce before with another company, I thought at first the price was a little steep, after he hooked me up with a payment plan, I was game, and after everything was finished, I'd gladly of paid double, my credit is the highest it's ever been in my life, I've been able to open new lines of credit days after the process was completed, it's honestly the best investment I've ever made! Thanks guys for everything you've done and continue to do on my behalf!!

Paragon is a third party to Americor and they make fake promises to the clients to get them…read moreenrolled in a debt resolution program for commission or whatever reason but when Clients get enrolled to the Americor Debt resolution Program they speak directly with Americor Enrollment specialist that explain exactly how the program works and the client finds out everything and decide to cancel. If paragon is just lying to make commission it's a horrible company. It's better to go through the original company (Americor) instead they won't make false promises to get you enrolled No crean en las promesas. Hacen su Commission basada en falsas esperanzas mejor vayan directamente con Americor y le explican cómo funciona the proceso de librarse de deudas

The 2 reviews from Mike and Lily are fake, fraudulent and slanderous. A restraining order is…read morepending against this individual. We had to have a trespasser leave our property and he was rather upset. We are a 21 yr old finance company with an impeccable reputation and A+ rated with no complaints.

James Senior is a great financial advisor, he takes the time to listen and get all your questions…read moreanswered. I would definitely recommend James Senior if you are looking for a financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

TBH, I was initially skeptical of the concept of a financial coach (as opposed to either a…read moretherapist or a financial advisor). But Adam has been very helpful and my wife and I have benefited immensely. We highly recommend Adam!

My husband and I reached out to Adam almost two years ago because we wanted to get better control…read moreof our finances and prepare for retirement. We achieved this and more! I can tell you with full confidence that working with Adam is 100% worth the investment for couples who are seeking financial clarity and peace of mind. With Adam, we learned how to: - Create and maintain a spending plan - Build up our savings while maintaining our lifestyle - Plan for major financial milestones, such as buying a house and retirement In addition, Adam helped us through our salary negotiations, which resulted in raises for each of us, with a combined gross salary increase of over 20% per year -- and in my case, a promotion as well. More importantly, Adam helped get us on the same page as a couple when it came to our financial goals and money mindset. The skills and mindset we gained from working with Adam was especially helpful when COVID hit last year. We knew exactly how far our savings would take us should either of us lose employment (fortunately, neither of us did) and eventually, when I decided to leave my career to take a break and forge a new career path, I was able to do this with confidence and ease. Events that would normally cause us a boatload of stress, weren't stressful at all thanks to Adam.

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

I haven't had any personal investments with Merrill Lynch in over three decades, but since I have a…read morelot of business associations with people who do, I often end up conducting or becoming involved in business dealings with them. This particular office, like all offices of Merrill Lynch is pretty much top of league having an upper class financial/banker like décor and atmosphere about it. The people who work here are all perfectly mannered and just about as polite and friendly as anyone could ever be and all professionals at what they do. There are two things about dealing with Merrill Lynch that I particularly like. The first is that as an investment house associated with one of the world's largest banks, Bank of America, they have a depth of resources and available expertise to tap into. So, when things get a little out of the usual like requiring some knowledge of IC-Disc partnerships in order to gain foreign sales preferences, matters of depletion allowances as opposed to run of the mill depreciations, non-participatory royalty as opposed to participatory working interests and such, they usually have someone somewhere available within their organization who does have an expertise in those areas. The second is that every time I've ever read any of their proposals or recommendations, they've generally been tailor made, not just a one size fits all, for the situation of the individual investor or individual investor needs. Also, I've found them to be well written, well thought out, and done in what are rather admirable forms of presentation.

I use David Diaz at this Merrill Lynch location for financial investing. He listens to my needs,…read moregoals, and risk tolerance and helps me create a portfolio to match those needs.