People are nice and very professional. Daniel is very knowledgeable and patient with us when…read moreexplaining our freedom number

Great advisor and you will be treated as you are a family member…read more I trust they experienced and knowledge.

After speaking with several financial advisors I decided that Encore was the best for me. Not only…read moredo they know what they're doing but Encore is providing more value than anyone else I spoke to by a mile. Having my taxes, investment management, and lending all under one roof is what I needed and no one else was offering that. I recommend PCM Encore to anyone looking for investment management.

From the owner: Encore Investment is designed from the ground up to put clients first. We are an independent,…read morefiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Paulus and our investment counsel reflects the sophistication and individual client focus of our family office background.

Thanks to Manna Wealth Management it has help me with my financial needs. Thanks again David!!read more

David and his team have helped me tremendously in the past couple months navigate my financial…read moresituation and feel confident about my future. David is so personable and sat with me to hear my entire situation before I decided to move forward. Never once did I feel pressured and he explained everything about the market in a variety of ways so I could fully understand what was being done with my money. I would highly recommend Manna Wealth if you are looking for a one on one relationship with someone handling your financial assets. I feel so much more confident with this team than I ever have before about my financial future.

I like this credit repair company, Municipal Credit Service offers a dedicated personal account…read moremanager that walks you through everything and monitors the progress of your credit repair.

No recomiendo esta compañía son unos mentirosos te dicen que solo es un pago de 500 una vez y es…read morementira para poder ver cuánto tienes el crédito tienes que pagarle 200 dólares y no te avisan que presida de tiempo no hagan negocio con esta gente

Mr. Carlos Celaya has advised me on my retirement savings goal in the past. When I learned of…read moreCelaya Wealth Management, I had to see him in reference to my children's college savings. He created a personalized portfolio at a reasonable price making me comfortable about my risk and the markets fluctuation with a diversified line of products for my different needs. I received honest professional advise. If you want peace of mind about your investment accounts; retirement, college savings, or just growing your savings, I recommend you see Carlos. No gimmicks, just honest professional advice that anyone can afford.

From the owner: Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral…read moreGables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).

Their whole team are not experts at what they do, at all. All they can do is send regurgitated…read moreletters monthly to the bureaus, crossing their fingers that something happens. I spend months and months of payments to them for them to fix my credit and nothing at all happened. Not even their so call last resort of utilizing a lawyer (not a lawyer, but paralegal) is fruitless and another waste of our time. Do yourself a favor and cancel your contract from this agency as soon as you get a bad vibe, which it will be as soon as the first month.

Having no credit history for the longest time, with a little patience, scheduled payments and great…read moreadvice from Credit Right , my credit scores dramatically improved. I would highly recommended any of my friends and family . Thank you !

Excellent service also from Maria. Walked in without an appointment to apply for a checking account…read moredebit card as I have an upcoming international trip. Maria completed the process promptly and arranged to have the card overnighted to me once approved so that I can have the card in time before I leave. Never knew there was a Schwab Branch only 2 blocks from my condo in the heart of Brickell, but glad to know one exists. FYI, this debit card has no international transaction fees and will allow you to withdraw from any ATM at no cost and it offers an exchange rate as close to those listed on the XE currency website (rates normally reserved for commercial customers) that I have found.

Extremely disappointed with Schwab. Despite having significant investments with the company, they…read morecontinue to hold my funds and restrict access even after my transactions have settled. The lack of timely communication and the delays in resolving the issue have been incredibly frustrating with this happening several times over the past few weeks. You would expect a company that values long-term clients to provide better service and faster resolution, especially when it comes to accessing your own money. This has been one of the most frustrating customer service experiences I've had, and it's made me seriously question whether Schwab deserves my business going forward.

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

Working with Angela has been awesome. She is patient, non-judgmental and is a wealth of knowledge…read moreabout all things Money. I've attended a couple of her seminars and she's a great public speaker. Getting your Financial house in order is so important and I'm so happy that I have Angela as a money coach to "hold my hand" as I refine my budget, plan for retirement and create my financial plan.

Angela is very passionate about helping people. She takes great care of the clients I refer to. I…read morelove that she's involved on the board of the Financial Planning Association and has a Masters degree in financial planning and holds the CFP designation.