Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

Any time I have questions or concerns they actually have call centers in the country. Agents who…read moreanswer the phone have all been good. They know the answers and have suggestions if needed. Best part, if I have to use any international ATM, my fees are reimbursed.

Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

If you think working with a financial planner is intimidating or scary then you haven't met Jeff…read more He is excellent to work with in every facet and he always has your best interests in mind. Can't recommend enough!!

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.

Six stars! I have known Ben for several years now. He is a knowledgable and patient person,…read moreoffering no-risk insurance and alternative investment options. I regret not having met him sooner, as my investments with him would have matured sooner.

The reason I like Ben the most is he takes time to explain everything financial to me and my…read morehusband. He is never pushy with any of the products he has to offer, and will advise you if he thinks a product is not something he would recommend. My husband, says he is a strait shooter and coming from him, that's high praise! If you need financial advice, don't hesitate to give him a call.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

These guys are simply the best. My wife and I worked through several other wealth management…read moreproviders before finding a home here with Jeremy and the Conversant Wealth Management team. We haven't regretted it and we haven't looked back! Jeremy always ensures that we are valued clients, he keeps us up-to-date with established quarterlycheck-ins, but is always available at any time whenever we have questions or are requesting his guidance. They use all of the most advanced wealth management tools that provide us the ultimate visibility into how we are performing, allowing us to stay on track with our goals and make adjustments in real-time. Highly suggest Conversant for your wealth management needs!

We have used Jeremy as our financial advisor for over 20 years. Cannot say enough good things…read moreabout him and Conversant Wealth Management. We can't imagine where we would be without him. You will be in the best hands with Conversant.

My wife and I definitely recommend Gary Alt and Monterey Private Wealth. We had looked into some…read moreof the newer "robo-advisors" and some other financial planning firms but what we found at MPW suited us much better. Gary led us through a process of discussing our needs/wants and then ultimately quantified our goals in a coherent financial plan. We also greatly appreciate that MPW is solely compensated by the fees that we pay and not compensated by mutual fund commissions and other back-end sources of revenue that might skew the advice given.

I reached out to Monterey Private Wealth via their online form and got a call that same day from…read moreGary Alt. I had a lot of questions about my taxes and when to exercise some options. I also wanted to get a financial plan together (retirement, savings, investing options..). Gary was very patient and explained all of my options at length. He is not pushy but really puts things into perspective so that you feel confident about your financial decisions. I highly recommend Gary!

I don't see any current reviews so am adding one. I moved to a Merrill Lynch team at this location…read more2 years ago and I could not be happier. I am assigned to a dedicated Merrill Lynch Wealth Manager who is simply the best I have ever experienced. I have been a do-it-yourself investor most of my life so I have my own thoughts about the way I wish to have my money invested and managed. What I like best about my Merrill Lynch Wealth Manager is he listens to me and provides me options to choose from and lets me make the final decision on how I want the transferred in money set up and invested. That is exactly what I was looking for. My Merrill Lynch Wealth Manager is available to me anytime I need him. I know every client is different and has different needs, but I hit Bingo with this find.

To whom it may concern,…read more For the last two days I have been placed on hold for over 35 minute waiting to speak to a manager which, never happened!! once again " TODAY" I called Merri Lynch requesting to speak to a manage!! again I was placed on hold for over an hour and ten minutes before Angela, hung up on me!!! I am done dealing with you folks!!!! Your company is nothing but a joke!!! I will do everything in my powers to, move my investments to another company that, values their customers! No need to reach out to me anymore! The damage has been done! Here are screenshots of my waiting time and, being hung up on! Twice in two days!

Great people with really fair prices! Came in to sell some precious metals and they gave me a…read morereally competitive quote. I initially wanted more time to think it over and they honored the pricing agreement when i came back after shopping around. Highly recommend this business and look forward to more business with them!

I sold coins there. Quick, easy. They explained the pricing, no pressure to sell to them, and I…read moreleft with a nice check.