McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

Things are going very well. My wife and I recently met with our financial advisor and other staff…read moreto sign our wills and advanced directives and to have them witnessed and notarized. Bringing my wife in was the first step in having her involved in our retirement planning; and, providing her with on-line access to all of the important documents; and, all of our financial records with one sign-on. As our daughter gets older, she will also participate. Next year, she will attend the summer "boot camp" to help her understand finances and take charge of her future. My wife and I really enjoy this company and their team of professionals. We've met the investment managers, our advisor, the support team; and, the principal members of the firm. After our prior planning meeting, we opened a joint investment account; and, are making regular investments. This meeting, we reviewed the financial performance of our portfolios; and, reviewed our risk tolerances. We're in good shape; and, in good hands. I feel very secure with Allgen Financial Services, Inc.

From the owner: At Allgen, we strive to simplify financial conversations by bringing complicated issues down to…read moreearth while delivering a high level of financial intellect and professionalism to our clients. We believe everyone is gifted with different skill sets. Through this belief, we have formed a team of diverse individuals that collaborate to empower and educate our clients through the maze of financial decisions necessary to reach financial success. Whether you are starting on your financial journey or have reached financial independence, we take great pride and joy in helping you maximize your financial resources. We are your approachable financial firm. Allgen Financial provides highly tailored financial planning, investments, money management, asset management, retirement planning, debt reduction, budgeting, estate planning, rollovers, legacy planning, and cash flow planning. Headquartered in Orlando, FL, we serve clients throughout the U.S. and abroad.

Fidelity has my brokerage and 401k firm for at least 15 years, and have helped me navigate through…read morethe craziness [both good and bad] of our ever-changing economy. The portfolio managers and the team of experts available are amazing. They seem to be well versed in wealth management and are always available to answer questions. Whether you are an independent investor or need planning, I highly recommend the multitude of services Fidelity makes for one's future.

I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.

Totally at a loss as how to save for retirement, Mac Wren is my go to guy. I was truly lost but…read morehis patience and guidance has helped me understand how to invest and actually hold a conversation about it. Thanks, Mac!

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.

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

FFG's Financial Professionals provide a no cost (Huge advantage to the big boys), no obligation…read morereview of a client's current financial situation, educating others on how to establish goals for retirement. These guys hate taxes and FFG promotes tax-advantaged investments that are very limited to stock market risk, while still meeting goals for people to retire early. FFG is willing to assist anyone with a life insurance, asset protecting, tax saving, liquidity need. Sit-downs can take place either at the office or at the client's home residence. Available to meet clients on the weekends if necessary due to busy work schedules. Shares the same building as some of the local radio stations like MIX 105.1 and Sunny 105.9. Up on the 3rd floor of the Pembrook Commons building. Across the street from the RDV Sportsplex and shares a parking lot with the Courtyard Marriott. Financial Foundation Group was established in 2001 and has expanded through rough economic times to currently 7 divisions in 4 states (Colorado, Texas, Florida, Nebraska). Financial Foundation Group is not related to Foundation Financial Group, so no scam worries here.

Five Star review is not enough to describe Sparrow Wealth Management. When it comes to your…read moreretirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Cris is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him.

I am very grateful to Chris for helping my husband and I come up with a financial life plan that is…read moreempowering for both of us. When we went in to see Chris we had not been on the same page for some time regarding how much money to allocate towards retirement, paying off the house, emergency fund savings, vacation, etc. My husband has a much higher threshold for risk than I do. Chris was able to understand our differing needs and values and helped us creatively bridge the gaps necessary to come up with a solid plan that honors us both. Now we both have a lot more peace of mind about our future and as well as greater freedom to enjoy our money in the now.