Broad Financial helped with my self directed IRA. At the time I was using another IRA custodIan…read morethat suddenly closed my IRA account. Broad Financial had the expertise to help me move funds keeping them in the IRA and helped me setup a self directed checkbook IRA that allowed me to purchase rental properties within the IRA. They are great at answering questions and give me the confidence to invest with my IRA

I contracted with Broad Financial to prepare my self directed IRA trust…read more Services were excellent. Would recommend.

If I could give PNC half a star, I would. Their mortgage practices feel predatory, and the most…read morefrustrating part is that homeowners have no control over who ends up servicing their loan unless they refinance. I recently tried--for the second time--to remove my PMI. Two months ago, my home appraised significantly higher, yet PNC's new appraisal came back $60,000 lower with zero adjustments, even though the comparable properties were clearly different. After I challenged the report, they suddenly approved it, which raises even more concerns. From there, things only got worse. PNC completed another escrow analysis, but instead of removing PMI entirely, they reduced only about half. Their comparison statement is confusing and misleading--one column shows annual insurance, taxes, and PMI, while the other shows monthly principal, interest, and escrow. It's literally comparing apples to oranges, and it seems designed to make customers feel powerless. On top of that, when they returned the appraisal, the report was printed on a quarter of an 8x11 page--making it nearly impossible to review the comps for four properties in spreadsheet format. It's unprofessional and feels intentionally obstructive. If you bank with PNC, please reconsider. In my experience, if this is how they handle mortgage servicing, there may be other areas where customers are being taken advantage of. If your appraisal was denied and you'd like support, you can reach me at properties.care2019@gmail.com. PNC hires the appraisers they use, which creates an obvious conflict of interest--the appraiser has every incentive to favor the bank to keep getting their business.

Great Customer Service, Always feel welcome by all team members…read more Steven makes me feel like I am part of the family, great job!

I couldn't be happier with Emerald Retirement! I have been with them for several years now and…read moreMatthew Clements is awesome. He goes above and beyond not just helping me with my finances but with so many major changes in my life from the loss of my home through to setting up my Social Security and my retirement. Matthew truly cares and that's hard to find these days.

From the owner: Financial Planning and Investment Management to Families and Business Owners.read more

I have been a customer of First Hope Bank for over 20 years! They have always been there for me…read morepersonally and professionally! The people that work there go above and beyond for there customers! Thanks First Hope Bank!!!!!

Hard to review a bank but I'll offer a few general assessments and thoughts…read more 1. They are not adapting well to new technology. As part of the high interest account I signed up for I was required to sign for online statements. The website button you had to click to sign up didn't work. When I called a branch they were pretty clueless. Issue was finally resolved but it took a long time. They don't embrace messaging via the website like so many other banks have. Instead they ask you to call or come in person. 2. Not customer oriented. I had an issue related to fraudulent transactions which they didn't accommodate my desire to do it via electronic means rather than the hassle of a trip. I was given the wrong form to complete and again staff didn't seem knowledgeable about the process. A lot of "I don't know the answer- I have to ask someone". Also when I signed up for my account at the branch process took much longer than other local banks I've signed up with. 3. Inconvenient branches. I live in Netcong (the heart of their home base) about 20 minutes to the closest branch. I only anticipated going to a branch once for signup so distance wasnt a big deal. But when you have to go into a branch (see above) and all their branches are in more rural areas (i.e. you can't hit them on the way to other errands) it's a pain in the neck. Again their mentality seems to be they want to remain a brick and mortar bank and only embrace online banking as much as they have to. They might play well with some older folks but not the younger generation of bank customers. If you're looking to get a high yield interest account ($10k limit) it might be worth it to to get an account. Anything else I would strongly advise looking elsewhere. By comparison another local bank, Provident, does things so much better. More frustration with this bank than all my other banks (BoA, Wells Fargo, Provident) combined.

I have worked with two other financial planners over the course of time. I am extremely pleased…read morethat Pasquale is now handling my ENTIRE portfolio. I originally became associated with him when I had a small amount to invest. He has continually helped me to grow my initial investment as well as advising me for all other investments. I am totally pleased that when it became necessary to roll over my employer 401k, I turned it over to him without hesitation. As the market has its ups and downs, there has not been a period of time where he has not managed to wipe off the loss and increase my account values. He is very in-tune with market, and is always more than happy to review your portfolio and answer any questions in layman terms. His integrity is outstanding. There is no doubt that he has his clients best interest at heart. F. L. Have no idea why yelp has me as living in San Fran. I reside in Clifton, NJ and fine Pasquale's Rutherford location quite convenient.

We have been clients of Pasquale's now for about 5 years as a customer at his Clifton location. My…read morehusband and I are financially doing great in his care so when he moved to his Rutherford location, it was a no brainer to follow him. Pasquale is an energetic bright minded strategist and his integrity is unparalleled. He is quick to respond and is forward thinking yet always works in your realm of investment comfort. I have recommended Pasquale in the past and will continue to do so. He is outstanding!

ARS Financial has over 20 years of combined experience in the Financial Planning industry. In these…read moretough financial times they are keeping me and my future safe.

From the owner: Serving Jericho, NY and outlying areas, Lee Rosenberg and associates of American Investment…read morePlanners LLC is offering the following services not limited to; investments, life insurance, estate, financial and retirement planning.

The principal of True Contrarian, known personally to me for some time, is a very intelligent,…read morehighly independent and original thinker. A newsletter subscription (see their site: http://truecontrarian-sjk.blogspot.com/p/subscribe.html ) is a good way to partake of Mr, Kaplan's methodology without immediately having his organization manage momey directly. I am "biased" in that my own take on the investment challenge has also been contrarian for most of the time I have been an investor. However I agree with Mr. Kaplan that returns to such a strategy can be generous precisely because it is so very hard emotionally for almost all investors to actually implement such a program consistently. Not at all universally true for investment and financial writing generally, the newsletter is very imaginatively and skillfully written and edited.

From the owner: True Contrarian is unique in approaching investing and taxes from a personalized point of view…read morerather than using a one-size-fits-all method. We specialize in identifying assets which are farthest away from fair value, and in minimizing taxes in the long run.

Great customer service and great staff. Constantly in touch and care about their clients.read more