SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

I am totally amazed at how wonderful the Manning Group works. Stacey Notely is as advertised. He…read morealong with his Group of constituents helped me so so much until it was unbelievable. Now my scores in all three credit bureaus is 740+... Thanks Stacey you're the best..

Stacy and his team are amazing. Stacy takes the time to explain credit report and management in a…read moreway that is very easy to understand. I had a FICO score in the mid 400's and after working with The Manning Group my score was in the 700's. I can not say enough amazing things about this company. They set the standards for honesty and ethics in the industry. I will always use them for helping me manage my credit.

I've worked with Bob Brooks, owner of Prudent Money, for close to a decade. He has great integrity…read moreand is a man who walks with The Lord. He has a personality that puts you at ease and conveys competence and humility simultaneously. He's also just a fun guy and worth getting to know. He can be found on the radio 91.3 weekdays at 3:00pm. If you are looking for a financial advisor who gets the big picture while mastering the details then... Welcome Home!

Poor service. Zero accountability on behalf of leadership. Apparently using inexperienced work from…read morehome helpers which are unfamiliar with business. Seek qualified professionals, avoid a costly mistake!

Find a REAL tax professional!!! Theses people are far less than professional. They apparently use…read moreuntrained/unskilled work at home people to take care of the customers and MISTAKES will cost you MONEY!!!

Mr. Robinson has been working with me for over a year and at every point in the process has been…read morehelpful, transparent and knowledgeable. He has offered and given answers whenever asked, answers that I feel I can trust and have proven accurate when checked. I look forward to continued interaction with AJ through Mr. Robinson.

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.

Great organization with very high standards. Anyone looking for high-quality community management…read moreshould consider Castle. They are among the best in the business!

Great group Very easy to work with…read more Highly recommend anyone considering them !! Very professional and accommodating