Terrible LPL Representative Support. Waiting 20 minutes for a person that cant help you, is…read moreridiculous. LPL has expanded way too much, and the back office support can NOT handle it.

I've had nothing but a great experience working with the customer service and investing teams in a…read moreprofessional capacity. That being said, we're all human and everyone will have a different experience. Fortunately, everyone I've encountered has been well-trained, helpful, and knowledgeable

I am a new client of LPL, and have loved getting the opportunity to work with the advisors here!…read moreThey are super friendly, and make investing and planning for the future simple and pain free. Highly recommend this office!!

From the owner: Your financial success is our number one goal!read more

Sold and serviced my hospitality investment trust reit. Twice suggested that I not cash out after…read moreits value had dropped to sixty seven cents on the dollar. Against my own best judgment I listen to their advice. Mistake as it turns out: HIT went bankrupt. $10,000 investment lost.

Knowledgable, helpful and accommodating. Very happy with the service they provide, I have…read morerecommended them to my friends and family and have moved my assets over to them recently.

Excellent wealth management firm that provides attentive detail to client's needs.read more

From the owner: Cornerstone Wealth is a wealth management firm that offers comprehensive advice to individuals,…read morefamilies, and businesses using a team-based approach. Our advisors and professional staff share a passion for helping others pursue their goals. Our unwavering commitment to independent advice, transparency, and accountability fosters client relationships which last for generations.

Great company. Helped get a plan set for my new business and we are looking at closing 500k this…read moreyear!! Highly recommend for those who want to take business to next level

From the owner: At Catalyst Strategy Group, Inc., we are renowned for our expertise in strategic advisory, market…read moreexpansion, and operational excellence. Our mission is to lead organizations through intricate business challenges with innovative solutions and a clear sense of purpose. With a focus on customization and growth, we help businesses thrive smarter, operate efficiently, and maintain competitiveness in a dynamic market landscape.

This MORONS, ARE A SCAM! Get to presentation on time, made us wait! The whole grp of guest walks…read moreto the back private room, when asked. A 20 yr old kid, and he admits he has bad eyesight goes thru guest list. Can't find my name, asked us to wait in heat outside - I looked at guest list, it was handwritten, with bad penmanship (NO WONDER HE COULDN'T SEE MY NAME!) I had CONFIRMED THE DAY BEFORE. He asked if I received a text with confirmation. NEVER RECEIVED THE TEXT WITH CONFIRMATION #. When I got home, I saw an email from them sent after 3:30 p.m. same day. I was suppose to confirm again? Many of the guest were complaining about assigned seating, as well! GLAD i WALKED OUT! My neighbor attended, she said it was more like a PYRAMID SCHEME! STAY AWAY FROM THIS MORON SCAM ARTIST!

Very helpful in investing for retirement and future. Great communication and helpful advice and…read moreinsights.

Working with Katie Skaggs on both my investment property purchase and a subsequent refinance has…read morebeen an incredible experience. As an out-of-state investor navigating a different time zone, trust was everything, and Katie delivered on every level. She walked me through complex mortgage scenarios with real clarity, was strategic in how she structured my loan, and secured terms that genuinely exceeded my expectations. The refinance process was just as smooth. What sets Katie apart is that she's consistently responsive, proactive, and on top of every detail. You can tell she's not just checking boxes. She's genuinely invested in getting the best outcome for her clients. I refer Katie to friends and family without hesitation, and she'll be my first call for every future real estate move. Highly recommend working with Katie Skaggs!

Kyle Mendenhall and the team at The Practical Mortgage Solution went above and beyond my…read moreexpectations in looking at refinance options. Early in the process, they presented a broad portfolio of default options for me, explaining which they recommended for me and why. I selected one and was happy...and then about a week later, they contacted me with more options! They had actually taken my situation into consideration, and researched other options that gave me an even better deal than the original one I had happily accepted. Talk about customer service! It was completely unexpected and not requested, but I saw Kyle time & again go the extra mile to make sure that I was happy and got a great outcome. Highly recommended!