This place, Stansberry Research, is a very well developed scam house that actually is so good it is…read morecapable of "near" fully legal scams upon people. They sell a service that is near complete bogus, they constantly guarantee tons of money back guarantees, only to renege and just about every single one they've offered, and what is worse, they likely have a full blown legal team armed with every canned come back in the world, that must sit there all day for the sole purpose of shutting people down from getting their refunds and in fact even reversing CC refunds in order to just recharge people. The world sure does seem to be going to $h|+ these daze, and believe me when I tell you that these folks are at the lead of this world demise. It used to be, one, maybe two people in your whole school experience cheated and many times got away with the cheating. Now a daze, it's not how many are cheating, rather it's who can be the best cheater because everyone's cheating! If this all keeps up, it wont take much time before God, goodness, and the light begin to look like a very refreshing alternative to these really $h|++y new world standards. Love, Light, and Power, 13

I like to give them negative rating if it was possible. They are greedy, money lovers. Even if…read moresomeone else uses your card, they will not refund you. Don´t let anyone in your household to watch their ads. Block their ads from your tv, online, ...

The moment you walk in with John Comberiate you know you're in good hands. I was looking for…read moresomeone very specific and dreaded the vetting process but after leaving John's office I felt much more at ease with our financial health status. He was patient with us and went well over the time window of what we expected for an initial consultation. He never made us feel rushed. Working with John felt like spending time with a family friend who was looking out for our best interest while giving us advice. If you're looking for a wealth manager then congratulations because you just found one of the best.

John Comberiate has been my financial advisor for years, and I wouldn't trust my retirement to…read moreanyone else. He is trust-worthy, explains things in easy to understand terms, and really keeps up with what is happening in the markets. I have no doubt he is always looking out for my best interests.

I've had to come here several times in the past two months to deal with things in person because I…read morecouldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.

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

TERRIBLE. I signed…read moreup to one of James Altucher's Newsletters under Choose Yourself Financial, which apparently works under Agora Financial. I paid for a one year subscription, used their platform for a few days. Their service was marketed to provide valuable investment information but actually it was extremely basic and just total trash content that you could easily find on google with little effort. Then I was unable to access their content 5 days after I signed up. I contacted these people three times in the last month and have not heard back from them. From what I experienced, I concluded that I got scammed.

They grabbed my credit card with deceptive marketing from james althucher, then will bill you…read morethousands which they will refuse to refund. Agora Financial, LLC is the worst company do not believe anything they say. They just want to take your money and give bad financial advice. Shame on James Althucher for doing marketing for them.

I had a very bad experience with Burton Halpert of the Foxleigh Group at a different institution. I…read moredo not trust him, nor do I respect him.

I hate DOING taxes... I do not understand the words the tax forms use. I am very good at…read moreorganizing stuff, and I am good with numbers; but I pay Federal Hill to prepare my taxes for the reasons above, and the fact they are very nice, and they understand there are people like me who just cannot put it together enough to submit to the government. If I were to do this on my own i would never be sure what the outcome will be... lol, I would end up with twice the work trying to figure what the IRS was trying to get me to do... My guy is Brian, and the front desk ladies are VERY nice. I need this for tax time... !

If you want your taxes done correctly the first time by a seasoned team that understands all the…read morelatest tax laws, this is your place.

I trusted them for months to do good work with a significant amount of work on my end putting…read moreeverything together. They literally won't discuss anything on a call with you. They email in the middle of the night with accountant speak that a non-accountant cannot understand and are on their own timeline for work with months of lead time. They underestimated my taxes by well over 25% and blamed it on me when they had all of the income and information. I requested a call to explain the returns but they just want me to review items that I don't have explanations for. This has been a terrible experience.

I have been a client of GMA for over 10 years. I have only praise for their diligent, courteous,…read moreand responsive service. Our Tax adviser, Charlie Monroe, provided us useful and timely advice in setting up our small business and responds promptly to any questions I have about our business and personal tax accounts. GMA fees are a little higher than other tax accountants but the quality of service we receive more than compensates for the higher fees. We highly recommend GMA and Charlie Monroe for any tax -related services.

Mr Ari was very open and honest in that he could not provide me with the services I requested but…read morequickly directed me to a colleague that could assist me. His response time was very quick and he was incredibly honest and helpful! I would use him for his services should I need them in the future!!!

I have used Ari for investments/retirements for years. He is polite, knowledgeable and friendly…read more I highly recommend.

Patrick could not have been more welcoming, patient, and, especially, helpful…read more And the coffee was good too.

Came with questions for a relative that I have power of attorney for and they were all very helpful…read moreto answer my questions and get my issues resolved quickly.

Have been with them since 1990. Back in the day they were fantastic. I'm not sure what's happening…read morelately. They somehow created an additional brokerage account with no rhyme or reason. I called them 3x and they said it was a computer glitch. Really, a compute glitch on its own creates a totally new account? They said they would remove it, that was back in October and its still there. Their new webpage absolutely sucks and has lost it's more useful features. I can no longer go back over my trades for the year and search on specific ticker symbols. Have to slog thru all trades and view them in time order. I've been slowly pulling my money out and putting it elsewhere. Very sad for this once prestigious firm.

I'm just gonna copy and paste the letter that I sent them so you all can see my experience. This is…read morethe worst company. I have been trying to track down my money for seven months and after inviting this letter, they apologized and said that there was a mistake, but it was quickly corrected, but I don't understand how it was corrected if I have a missing almost $2000 out there in the world. "I wanted to resolve an issue than has been very frustrating and gone on too long. I had an account through Pony Studios and I was told that the plan had stopped. I had my financial advisor reach out and get a check of the funds to roll over into another account. We got a check for $7,376.93. Months later I get a statement saying that I have a balance of $2,055.22. After I logging on and seeing this, I get an email a few days later with a document stating a bunch of fees and Termination of Employment that basically takes the fund to $0. I called TRowe only to be talked to rudely and basically yelled at and told that any accounts that were under $2,000 TRowe doesn't deal with, and they were transferred to some other bank (without me being notified or provided any account number) I was given a phone number to call someone in Utah about it?? This number has no answering message or info and just beeps. I have left a few voicemails. (If this number is even real) Now I have received a 1099R statement showing a rollover of 9,307. I never received that additional $1930.71 I have attached the screenshots of the info I am referencing. I don't even understand how any of this can be legal and I need this resolved ASAP. I want the $1930.71 to be returned to me I am beyond furious."