LPL is without any doubt the worst company you could ever imagine. My father made the biggest…read moremistake of his life when he invested in this company. The asset managers put you into these private funds with all kinds of restrictions, and you have no control over your money without a fight. My dad's LPL manager was also the worst. After my dad passed, we have had to make over 50 phone calls in a two-year period just to try to get our money. It's one deliberate roadblock after another, and every person working at LPL right up to their legal department doesn't even have a clue how anything works. If you don't care about your investments and have disregard for your family, this is the right place to invest.

From the owner: Financial matters do not need to be complicated or intimidating. We believe in starting with an…read moreactual conversation to learn about you and take it from there.

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.

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.

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.

Have been working with Jose for a few years. After having some bad experiences with advisors before…read moreI'm very happy with his services for both my personal needs and for my business. He takes the time to explain what we are doing in a way I feel comfortable. I have referred him to my friends and Family as well. He is knowledgeable and professional.

From the owner: Life Insurance with Living Benefits Se Habla Español-Bilingual services available…read more Retirement Income College Savings Retirement planning Annuities Current Plan reviews Servicing Broward, Dade and Palm Beach County

Top two experience always a pleasure working with these guys. Very professional system is very…read moresmooth and clean.

Carl is very professional, knowledgeable. He has kept me informed every step of the way and easy to…read morework with. I've been working with him for a month now and I'm already seeing improvements on my credit score.

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

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.