Sent me to someone with no experience. Too busy to talk to me only talked to a secretary.read more

After coming from a terrible financial advisor in Ben Lamb from Edward Jones this was such a…read morerefreshing person to visit with and turn my investments over to for management. Whitney is knowledgeable, very transparent and will spend the time needed to ensure your confidence and understanding. Highly recommended.

Highly recommend Kevin and his team! Kevin was professional, knowledgeable and accommodating. He…read morehas been in the business for a bit and it showed! He had great advice and was supportive, patient and accommodating as my husband and I worked through what we want our future (immediate and long-term) to look like. He took the time to show us through models what several scenarios (i.e. one of us not working for a number of years, one of us retiring early, one of us making half the salary we're currently making, etc.) would look like and how that would impact us. Renee was also equally fantastic! She was also always professional and speedy in getting us information. And, she was always so polite when checking in with us on our outstanding items. If you are interested in having someone review your current portfolio and create an actionable plan to get you to retirement (or, any goal), I recommend this office!

From the owner: Byrne & Company Wealth Management, LLC is a Fee-Only firm dedicated to providing unbiased,…read moreindependent financial advice no matter your life stage. Our goal is to help you manage your wealth, plan for retirement, and preserve your hard-earned assets. We focus on understanding your financial circumstances in order to deliver tailored solutions. As an independent fee-only fiduciary, we act with undivided loyalty to the client. As your advocate, we’re committed to delivering tailored solutions with only your best interest in mind. We are compensated solely by our client, allowing us to provide competitive pricing and remove all conflicts of interest.

Mike is helping with our retirement planning and understanding our available options. He is very…read moreresourceful of plans we had not considered in the past. We hope for a good long lasting relationship.

From the owner: Financial & Retirement Solutions, Estate Planning, Medicare Solutions, Long Term Care, Life…read moreInsurance

Charles Schwab used to have a reputation for a customer first attitude. Apparently, that went into…read morethe trash with their acquisition of TD Ameritrade. Wanting to meet with them to deal with my existing accounts and open one with my daughter, I attempted to schedule an appointment. I used their online appointment request form a week ahead of my desired date. Although promised a 1-2 business day response, I never heard from anyone. So, the day before I wanted to meet, I attempted to call the office in Washington State where I was planning to go. My call ended up with a nice man in Tampa instead. He helped as much as he could and sent a message to the office I was trying to reach, asking them to contact me. They did not do that, and I had to cancel my plans with my daughter. I still have not heard back from them. I think they were not prepared for the huge increase in customers due to their acquisition of Ameritrade, especially after closing many offices over the past four years. Hopefully, the lawsuit to unwind this merger will succeed, but a resolution to that suit will still be years away. Meanwhile, I am shopping for a new place for my investments, because I can no longer trust Schwab to act in any competent manner.

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

Do NOT pay money to have someone, look for services and benefits for the elderly, that can be done…read morefor free and many agencies provide this service at no cost. Bruce is scandalous and claims to help the elderly get their benefits but at a hefty price. My mother went to Bruce and he took advantage of her. Why charge a service to people that are on a fixed income? You should be ashamed of yourself, as soon as I found out I put my foot down. I have seen things like this on TV but am outraged that it happened so close to home. This place should be put out of business, there should be a non profit helping the seniors get the benefits they need, not someone profiting off of them. Please look elsewhere when trying to help your family members out.

From the owner: Specialize in Long Term Care Insurance products (LTCI) , Life Insurance products, Annuities and…read morehelping seniors get on Medicaid Assistance.

Mr. Martinez is the best. Helps you to understand how the program works and he explains it in a…read moremanner where you can understand. He also responds to you very quickly and that's the thing that we like about him. He is very knowledgeable and has been in this line of work for a very long time. If you want someone to treat you like a family member, and someone to trust, then he is the person to see.

Damien is the BEST financial advisor! I felt like he gave me solid advice on where to best put my…read more$, especially since I am running my own business now and I don't have an employer to handle my 401k.

Kevin is a extremely knowledgeable and professional. Whether you're planning for retirement, saving…read morefor college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, I'd turn to Kevin.

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.

A total waste of time..... Never got any feedback from the…read moreinformation and documents I sent there... I'm sure it's not a great place to work, but the product reflects that

they don't pick up the phone during business hours. You can't pay online....sets up for a great…read moreploy to continuously add interest. I was never attempted a call or mychart message from The Everett Clinic/Optum before this was sent to collections - evidently they only snail mail notices and didn't let me set my payment plan on auto-pay so if you forget to make a payment you will be sent to collections in 2 months to this place that doesn't answer or allow for easy payment.