I had a rollover check mailed to the branch. It's been three weeks and it has not been deposited,…read moreso I ask if they received it. They said checks are forwarded to Orlando and then gave me a number to call. Is this what is passing for customer service now?

Excellent service and unbeatable expense fees! The service has consistently been excellent at the…read morebranch or over the phone. Recently the decision to move away from downtown Wilmington to Greenville was best decision ever, no parking garage and best area overall. Top notch advisors too!

These guys are great. I was referred to them from a friend and was a little hesitant to meet with…read morean advisor. I had heard horror stories on the news etc and it was right around the time of the Bernie Madoff scandal, but I was planning on retiring soon. I was amazed at the advicee that Robert (bobby) shared and soon had a financial advisor. The approach to retirement planning was something that I never really thought about, but now I feel more confident than ever. I would highly recommend talking to Bobby if you're like me and are planning on retiring soon but don't really have any idea how to do so...

Scam letters and scam calls. Owner Advisory is sending out letters with this address.read more

Bravo Graphics and Winterfield Funding have the same address and suite number in Fort Worth TX…read more Same company?

Transparency. Listening to clients wishes. I chose to work with this firm because I wanted the…read moreunbiased services of a fiduciary. Prior to signing on the dotted line they were over the top attentive and afterwards it was "crickets. I expressed that I didn't like annuities and they invested 1/2 of my funds in a poor performance annuity. The returns on the other half were mediocre as well. They sure took their fees, though. I took a significant loss when I decided to get out of the annuity but feel it was worth it. Take your money and run!!!