Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

I am a current customer and filled out a form online to ask for an in person meeting at the local…read morebranch. A representative called me and wanted to know what I wanted. I said I was interested in what other services they might have as well as a walk-through for the procedure to transfer my account if I became disabled. I have a brain tumor so this could be a possibility. I finally asked if this phone call was my "meeting". He basically told me since I have less than a million invested with them they weren't interested in talking to me in person. When he realized I had other investments they might snag he got a little more interested. Is it too much to ask to spare an existing customer 30 minutes? I wish it wasn't such a hassle to close my account and go somewhere else. I can certainly see why their reviews are so bad.

i find Schuab to be the most friendly and helpful, besides being efficient in managing my IRA…read moreaccount, of all the investment firms I have used before (4) of them. Always speak to a real person and they are are always helpfull and polite. Uniquely qualified personnel, always helpful and extremely polite. Perla Z

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

To all, Be advised…read morewhen working with Morgan Stanley you will not see all the added on hidden fees. The fees i'm talking about are hidden and you will not see them on your statement. I would stay away from any Morgan Stanley office.

This company save my family. They went above and beyond to get all issues ,credit score up , school…read moreloan help.Without Jamal and Vanessa I would not have gotten to purchase my home an would lost a large downpayment and had to move out of our family dream home.I absolutely recommend Jamal and Vanessa for your needs.

I was being sued by a collection agency so I contacted Jermeal at Empire Credit Solutions and they…read morewalked me through everything and they did all my foot work for me and I am happy to say I got a letter in the mail yesterday saying my case was dismissed! I'm so happy, Empire Credit Solutions save me thousands of dollars! Now I'm having them help me build my credit back up. If you want your credit brought up this is the place to go! Thanks Empire Credit Solutions I could not have done it without you!

i thought this company was something remarkable in the beginning. They've you do a trial run where…read morethey deposit a small check into your bank account. If all things go good then they'll deposit the larger amount. Well, lets just say it didn't go as planned. My bank froze my account because they couldn't verifiy the check or phone number. We tried for over 4 hours to get someone to answer there phones. Either it would go to voicemail, get hungup on or it would just ring. So in the end my bank account was overdrawn and frozened. Now they've taken down there advertisement and changed it to something else. Still using the same name and everything. They just won't talk to me or try to fix what they caused. They will tell you it's not there problem that my bank won't allow the funds to go thru

I received an approval; however, the terms were predatory. I read the reviews and assumed I was in…read moregood hands. Let's just say I was Wrong! This was worst then a payday loan service rate. I don't have bad credit; my business has been established over two years. Throughout the entire process I received several bot generated texted messages and one call in that order. Upon my approval I received one text message from a human which I responded informing that person that I wouldn't be moving forward. I was reading that Yarrow Financial goes the distance. I guess this time they were lethargic and lacked enthusiasm.

Stay away from this brokerage firm, especially Russ Johnson! Neither he nor his associates return…read morephone calls or offer any personal service after they have received your investment money! They do not monitor your accounts carefully. There are many other firms which offer far better service!

I had spent many years with an advisor whom i considered a friend. He grew money for me, this is…read moretrue, but when i realized how much of a take he was getting, and it was running my IRA out completely, i was a bit alarmed. Bruce at Raymond James handles my parents account and had been completely trustworthy for a very long time. When i visited with my parents, he asked me if i might consider showing him my portfolio and he would review it. What he pointed out to me floored me, and i was so very grateful. There was no pressure but honest appraisal of things i was not aware of, and how they could help me. We discussed for a few months and then i made the switch. Bruce, Walter, Deb, Tanya and Francesca have treated me like a king (i'm not that big an account) and everything they promised has come to fruition to the point i've given them my entire account which they have diversified wonderfully. Whenever i visit SFlorida, Bruce asks me to come in and evaluate where we are now, and what he things we should do, as well as tax ramifications for any decision i make. I can strongly recommend Raymond James Glades Road office if you want honest, straight talking, hard working professionals who make you one of the family. Today, they sent my parents a huge bouquet of flowers to celebrate their 71st wedding anniversary. My mom could not stop raving about how special she felt. Thank you to the entire team.