I have worked for the firm for a couple of years and can say that the advisers and staff are…read moreknowledgeable, dedicated to our clients endlessly and committed to work for our clients best interest. I have never worked with such a honorable group of people and am reminded often by our clients why they put their faith in us.

Definitely a fan of LeFavi so far. Chris Light has been a pleasure to work with.read more

I needed somewhere to start my portfolio and help me prepare for my financial goals. I had a free…read moreconsultation with Axex Financial and they helped me get started and taught me about the basics of financial planning and investing.

From the owner: At Axex Financial, we begin our conversations with our clients by getting to know your personal…read moresituation and needs and then searching the world of financial options to find the appropriate fit for your situation. We pride ourselves on being an open architecture office, meaning that we are not beholden to any particular product or product group. This gives our firm the unique opportunity to always find the appropriate product for you, not just the best fit from what we happen to have available.

I really like this branch. I've found everyone to be very helpful and friendly. I enjoy going in to…read moremake deposits enough to actively avoid doing it electronically.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Albion is an absolute wealth of information for those looking to invest in their future. They take…read morethe time to listen to their client, strategically invest based on their client's goals, and provide counsel in all aspects of your financial life. There is no better place to look than Albion when your financial future is at stake.

I called these guys to see if they would look at doing a review of my retirement plan. They told me…read morethey'd be happy to help me for $10,000. Or if you had a million dollars they will waive fees. Business must be good.

This company stole my credit card information and scammed me out of $139. I'm processing a…read morechargeback. I didn't even know this company existed until it showed up on my recent transactions. This is a fraudulent company and I'm reporting you to the better business bureau and all other appropriate agencies. Committing credit card fraud is a felony.

I was told that my credit score could definitely be improved since I never did bankruptcy, and they…read morestrung me along for quite a while while I paid for their services. Their site looks good, the people sound good, the portal suggests things are getting done, but in the end nothing changed. Nothing improved. It was a total waste of time and money, full of false promises.

Really enjoy working with Brian and his team. I am a small marketing agency owner and we have gone…read moreinto detail about tax savings plans that work for me. He's also no stranger to filing in multiple states and since I do like to move around a bit, I'm confident Brian can get the job done. In addition to making sure taxes are all set, maximizing some savings & planning for the future, he also acts as a CFO for the business. Happy to have him as an extension of our team. I'd recommend his services to everyone!

I've worked with numerous accountants. Brian is fast, efficient, and has reasonable pricing. He…read moreprovides both advice as well as execution. Very glad to be working with him.

Money Mastery has been great for us, we are almost out if debt (all except our mortgage) and are…read morefeeling in control of our finances....it's a pretty great feeling. Would highly recommend Money Mastery.

From the owner: The only holistic Personal Financial Literacy Program available today!read more

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

I did a lot of research before selecting someone who would be taking care of my life savings. I…read moreknew that I wanted a fiduciary A person that would put my interests first, before some investment group. When I found Jeff he checked all the boxes. He was very knowledgeable and easy to talk to. He was able to answer all of my questions and put me at ease. A real professional excited about his work and taking care of me! I have been with him for about six years now, no regrets. Give him a look if you are interested in finding a good investment.

From the owner: Custom Financial Plans, Retirement Income Planning, Active Investment Management, Income and Estate…read moreTax Reduction, Medicaid Planning, Tax Planning, Social Security Maximization, Risk Management, Business Succession Planning

Poor customer service even after going to a supervisor. With the world of incredible computers,…read morethey wanted me to make calculations of what I needed to keep in my account to receive a bonus. AI would definitely be a much improvement. Hard to trust a financial institution that can't answer questions about your funds and potential bonuses.

Horrible customer service. Transferred 4 times and my issue is not resolved. What to do.read more