Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

We have used Bowers Private Wealth Management for years and are very pleased with the preparedness…read morewe have for upcoming retirement. Our portfolio has been expanded and managed through the ups and downs of the markets expertly. Highly recommend.

From the owner: Tax-focused financial planning for Small-Business Owners & Equity-Compensated IT and Biotech…read moreProfessionals in the Sandwich Generation: Navigating the Complexities of Caring for Loved Ones While Planning for Your Future

Bad choice for us. Butchered our life insurance policy. Did not stay out front of the market to…read moremake wise choices. Would make a decision if the investor called and prompted a specific trade. Back office was extremely slow with limited expertise to support this advisor. Felt this advisor was into bonuses and personal profitability rather than having a satisfied client. Dissatisfied and left.

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.

Startling personal service with superb results. Janet Fox is a heavyweight financial guru and she…read moreyields excellent results under all market conditions.

From the owner: Each partner and employee has expertise in his or her particular financial discipline to provide a…read morecomprehensive approach toward meeting the goals and objectives of each individual client.ACH Investment Group provides access to a wide variety of services, including: Financial Consulting Services, Estate Planning, Pre- Retirement Planning, Retirement Planning, Securities Brokerage, Insurance Planning, Long Term Health Care, and Medicare Supplement

Worked with Shaun and his group for a few years. The process has always been easy, fast, and…read moretransparent. They make sure to always look for the best prices for my needs and are very easy to get in touch with whenever I have a question. I have no regrets going through SJ Adams for many of my insurance needs and plan to continue to indefinitely. HIGHLY recommend.

We live out of state and needed temporary vacant property insurance. This is a specialty policy,…read moreso I looked at reviews on Yelp to find an agent that handles this insurance. We selected SJ Adams Insurance based on very positive reviews. Shaun was very personable, prompt, and easy to work with. We are very pleased with his service and would recommend his agency to anyone needing insurance coverage. Thank you Shaun for providing us with our property insurance!