They do everything financial and have CPA's on staff. They specialize in consulting with medical…read morebusinesses, business advisors, retirement planning, and taxes. Neil Rosin is who takes care of us, but they have a LOT OF TOP QUALITY folks on staff. What's more is they are very reasonable and have been around for 20+ years. They were formally Physicians Advisory Group. I'm looking forward to them setting up my LLC!

In my opinion, unprofessional bordering on unethical. This firm left me high and dry. They had…read moredifficulty forming a corporation in my state of residence due to lack of knowledge, costing me extra money in expedited fees and almost ruining a clinic purchase. They later filed an extension for taxes for me this year and then abandoned me to complete taxes on my own after the fact. All this after paying a monthly fee for 6 months which they refused to return even in part. A lot of promises, little in the way of service and results. Please be very cautious in dealing with this company.

I HIGHLY recommend Ms. Potts. I have referred people her way for years. I met Reagan about 15…read moreyears ago. She inspired me then and still does. She's an excellent financial advisor, trusted and will not disappoint. Although, I have not visited her office in years, I trust Reagan because she continues to shine and give great advice to those she serve.

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.

she responded on time and answered all my questions. I would highly recommend her services. I was…read moreable to save on my taxes, and I am building up cash that is growing tax deferred, and I can use tax free.

From the owner: My vision is no family left behind and how you can create generational wealth and change for you…read moreand your family. Give your children a head start in life by protecting you and them with Index Universal Life Insurance. Contact me and let’s discuss how you can create wealth for yourself and your generation.

The broker/owner of this company is the best I've met. Extremely nice and professional. Currently…read moredoing business with them.

I have had a very positive experience with TradePMR. The staff is consistently knowledgeable and…read morehelpful when needed. The online platform is user friendly and easy to navigate!

If you have a 401K you want to rollover, they withhold imperative info; like you have to get your…read more"vested" paper forms from your employers to fill out and sign or you'll be charged penalties by the government. I had explained to them that the guy that usually handles those finances at my employers is not there anymore so I need them to explain the procedure/s to me in detail. They were not helpful, downright only after saving their own asses!