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.

Terrible. Used them for a few years for our entity and now different firm that costs a lot more…read moremoney but it was a big upgrade. It would take sometimes over a week to get an email response. The main person who handled our stuff didn't keep information straight and seemed constantly confused.

Gerri Lazarre has been my accountant for about 10 years. I am extremely happy with her services…read more Her concern and care about both my business and personal accounts goes above and beyond at every step of the way. I could not ask for a better accountant. She is professional and timely; constantly reminds me of my deadlines to keep me focused. I'm a happy camper and highly recommend her services.

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 !

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.

Jack was extremely rude on the phone and I'm not sure why. I called to see if they could help me…read moreamend a personal and business return. I asked how much they charge for that and he said "$2." I said, I'm sorry, Come again? He said, "$2. $1 and a $1." I said I didn't understand. He told me, "ok, gotta go" then hung up. Definitely would not recommend being disrespected by such an unprofessional person.

I've been searching for a great accountant and tax advisor for a year. I tried several and had so…read moremany issues. They were either too big or too small, typically they became unresponsive, even after charging me crazy hourly rates. Jack has been a pleasure to work with, his staff is amazing, and he's very responsive. I'm so glad I found the right team to help us with our finances.

I have been working with Pillar Wealth Management service for several years and have been…read moreconsistently impressed with their expertise and commitment to my financial goals. Hutch and his team have helped me navigate various life changes and market fluctuations, and I feel confident and secure in their hands.

From the owner: Our $2+ Million Minimum investment allows for custom and comprehensive investment & Financial…read morePlanning Advice. We offer a Free Financial Plan to qualified individuals. 30 Minute Free Consultation (please ensure to share your mobile number so we can contact you directly). We are a team of Independent Fiduciaries, 100% FEE-Only (no commissions), 32+ Years of Experience.

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.

Total scam! They misrepresented who they were and then lied about everything else. Do not give…read morethem your credit card information you will regret it!

So far so good. I received a call from an experienced credit repair specialist last December. She…read morewas knowledgeable and friendly. I have seen a few items removed from my reports that should have never been there. I am hoping in the nextb6 months to see an improved credit score rating, better money management and budget planning, and education in how to prevent poor credit history in the future. Thanks Credit Glory!

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.