Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

To be retired and financially comfortable is a gift. Compass Financial Group has given me that gift…read moresince I signed on with their office in 2018. Richard Hill, the president, has a fiduciary designation which means his first obligation is to me, his client. Richard and staff are always reachable. They are patient and thorough in explaining the reasoning and methodology they use to achieve my financial goals. I highly recommend Richard Hill and Compass Financial Group to help people live life comfortably without worrying about finances. Eleanor DeMeglio

Richard Hill and staff have done a fantastic job of educating and guiding my wife and I on the…read moresteps we need to take now to ensure a secure and lasting retirement. It is much more than investing. It is a complete plan with thought into everything needed in our later years that we would have never thought of on our own. Schedule an appointment today. You will be in good hands.

Ansell is absolutely fantastic. He is truly one of the best advisors I have ever met with. He takes…read morethe time to learn about your current situation, your short term and long term goals, and then helps to formulate a plan that will help you achieve those. He uses technology to illustrate what he would like to implement. He truly care for each client and you can tell that during the meetings. If you are in the need for a financial advisor, I highly recommend reaching out to him.

From the owner: June-Neri Financial was founded with the goal of assisting our clients in every aspect of their…read morefinancial lives. We've provided the most comprehensive and personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to create financial stability and security to help provide financial independence.

Deborah was fantastic! She provides very thorough, holistic, and detailed analysis of our current…read morefinancial picture and steps to take in order to meet stated financial goals. She is very personable and a pleasure to work with. We made changes in our portfolio with the information we received back from her analysis and have a clearer picture to maximize our savings and investments.

Over the years I have had various sources of financial planning advice. Blue Water offers just…read morewhat I want - I pay for advice and I get it. The fee charged is in line with the amount of service rendered. The advice is well calibrated to ours needs. Questions we ask are thoughtfully answered. After an unsatisfactory experience with an advisor affiliated with a major brokerage, we interviewed about half a dozen firms to find a replacement, we chose Blue Water and after almost 8 years with them we are happy we did.

Jeff is a highly respected professional in the business brokerage, mergers, and acquisitions space…read more His experience of many years in the profession makes his advice to business buyers and sellers invaluable. I've known Jeff for well over a decade and can recommend him without any reservations. He will do a superb job for you.

An obvious leader in his industry. Goes above and beyond to simplify the complicated aspects of…read moreselling a business. Insures all parties receive full value! Consistently responsive to questions and concerns that arise during the process

I had some questions about my tax liabilities after some of my investments had changed. I contacted…read morePaul is Yelp! and made an appointment. We chatted for a bit about my situation, and he was able to give me good, actionable ideas on how to best manage my tax exposure.

VERY EXPENSIVE. I spent over $3k annually for tax prep and filing. I would not say my taxes were…read moreoverly complicated, and I even had a bookeeper who organized all my business documents for Paul's team. Truly as organized as one could be! Not sure if they charge based on income, and could not get an itemized receipts of charges. Would not recommend.

Over the years, I worked with several AXA-Advisors who sold me unnecessary, overpriced financial…read moreproducts which did not perform as was presented to me. Over the last year and a half, I had a 0% return on a 200K investment. And these people think they're doing you a big favor by charging the excessive fees for their lousy performance. I also had two other products which did about as well. Do yourself an big favor and send your money to Vanguard or some other low cost index fund.

Very agressive and rude. I did not feel like customer. I felt like a slave. Give up on…read morecommunication. Will not have anything with them.

It looks like doing business with Brian Raleigh will cost me for the rest of my life. I was put…read moreinto an annuity without being told the entire story. I was told that it would protect my money. I was not told that it wasn't my money and what it would cost to use any of it. However, that is not why I am writing today. This practice is common and not worth the time to write. I am writing because after Brian's firm got my money I was cut off and this has put me in a position where I will never make up the loses and well into my retirement I am still paying out, not getting back I was old enough to take money out without IRS penalties and needed some money. I called the office to ask Brian about it. He had always been so nice before he had my money. I was told that I couldn't talk to him I had to go to the annuity company and did so. That is when I learned about the annuity penalties. That was bad enough, but a few years later I learned that I could have gotten the money in a way that didn't cost penalties. If Brian had spent 10 minutes talking to me, he could have steered me in a different direction. But he wouldn't do it. I not only lost that money, but because I had no advice, I got a lot of extra taxes, both federal and state. If Brian had talked to me those could have been avoided. If Brian had spent 10 minutes talking to me, that could have been avoided. A while ago I wrote him a letter, it wasn't going to change the situation, but I wanted him to know. I paid to have it sent registered, signature required. I told him the whole story in more detail. Brian Raleigh, ignored that and I have the receipt that he got the letter. He used to have a radio show, may still have it, and it makes him look like a big expert. Do know that that is just paid advertising. I have lost all my money and more, thanks to Brian Raleigh's not giving me 10 minutes and a bit of advice. But he had all my money by then so I can only guess that he was no longer interested.