Very caring, knowledgeable and accommodating. It is a pleasure to deal with local people instead of…read morerepresentatives of a large corporation that push their own products

From the owner: Income Specialists! Call us for a free Social Security or…read moreInvestment Analysis report. This could help you make a difference in how much income you get in retirement or from social security! Are you structuring your retirement to minimize taxes and risk? What strategies are there to protect you from a falling economy or stock market? We help our clients with advice and planning needed to retire with income they need. We offer Social Security analysis and retirement and income planning. Toro Bravo Investment Advisors, LLC is a Registered Investment Advisor firm. Brian and Subhani are Certified Financial Fiduciaries. Toro Bravo is an Independent Texas Company offering Market and Non-Market Investments and Investment Advice. We offer fiduciary fee only and traditional investment accounts. Mubashir Subhani is a Retirement Income Certified Professional and Brian Moon is a Registered Social Security Analysist. Advisory Services Offered through Toro Bravo Investment Advisors, LLC, a Registered Investment Advisor Securities offered through Crown Capital Securities, LP Member FINRA / SIPC Investment Advisory Services also offered through Crown Capital Securities, LP. Crown Capital Securities, LP and Toro Bravo Investment Advisors, LLC are separately owned and operated.

I would never use this company as a financial advisor. I have ask question about fees that I am…read morepaying and they always give me a the run around on what they are for. I have a new fee and it took me over 2 month to get a answer about what the fees are for and because I threaded to go to the SEC my financial advisor told not to reach out to him. So the mean that I am paying fees to someone who won't even talk to me. I use this company through my work so I don't have a choice I have to use them or not add to my retirement. I work for a school dist. and in MO. and it is a part of something called CSD Retirement trust that most school dist in Mo. use. Their motto is created for educators by educators. The best I can tell is that they are good at charging fees to do nothing and the only thing they are looking out for their wallets. They hold your money for up to a month and a half at a time before they invest it. Then if you call and question about where the money is they blame it on the school dist. I have worked at 2 districts and it is the same song and dance at both of them. The only common thing between the to districts is this company so I know that the issue lies with the company and not the districts. I am guessing to earn some interest on your money. I can just imagine how much money they are holding at any given time that is not their to be earning money off of. In short don't use Corebridge Finical or a company called Valic they are the same company.

If I could give this company 0 stars I would do so immediately. My wife has been trying to rollover…read moreher investments and this company has botched the process 4 times; either by mailing the check to the wrong address or putting a random name on the check. When calling with our financial advisor we are passed around to multiple people who continue putting us on hold. Not sure how this company has a license to provide financial services. They are completely inept and I would avoid them like the plague.

Scott and his team did a great job offering and explaining a benefits package to my employees. We…read morelook forward to now being able to offer our employees retirement plan options.