I enrolled in Online Trading Academy's Mastermind program based on how the program was presented…read moreduring the sales process. The enrollment discussions emphasized structured guidance, ongoing support, strategy development, and a learning environment designed to help students apply rules consistently with disciplined risk management. While instructional components were provided, my experience did not fully align with the expectations set at enrollment. Certain tools and community features that were described as meaningful parts of the learning ecosystem were either unavailable or did not function in the way I understood they would. Although alternatives were mentioned, the overall structure and accessibility felt different from what I anticipated when making the enrollment decision. I understand that OTA identifies itself strictly as an educational institution and not as an investment advisory or signal service. However, the way trade examples, success narratives, and consistency concepts were framed during marketing and class discussions contributed to expectations that, in my personal experience, were difficult to reconcile with real-world results. This review is not about individual instructors or staff professionalism. My interactions were generally professional. My concerns relate to program value relative to enrollment representations and the overall experience compared to the expectations created during the sales process. Prospective students should conduct thorough independent research, review the curriculum carefully, ask detailed questions about how support systems function in practice, and fully understand refund and contract terms before enrolling. It may also be helpful for consumers to be aware that the company has previously been subject to a Federal Trade Commission enforcement action resulting in a court-ordered injunction governing certain advertising and sales practices. That information is publicly available and may be relevant context when evaluating the program. This reflects my personal experience and perspective so others can make informed decisions.

Core Strategy was a very good course. It is challenging but the support I received was great…read more Spencer Lewis is a great instructor, he is super knowledgeable and keeps the content relatable. The whole team has been great.

We recently met Leif Hagen and immediately loved his work ethic, personality and friendly office…read morestaff. He welcomed us with his warm smile and kindness and gave us his full attention to help us roll our retirement investments from a company it was time to leave. His knowledge of how and where to place our money was a great relief to us. He put our minds at ease with his expertise and we know he will monitor our funds and keep us informed when changes are necessary. We left with absolute resolve that we had made the right decision to invest with Leif Hagen and Hagen Financial!

From the owner: Financial Advisor assisting with wealth management through financial and investment planning. Also…read moreadvising seniors on Medicare supplemental and Part D insurance. Please email me: Leif@AchievementFinancial.com

We feel very well taken care having our investments in trusted hands. We are excited to watch it…read moregrow & plan to stay long term. Thanks for your help Curt!

For all of your investment needs Safe Harbor Capital Management LLC serves individuals and families…read moreseeking growth of capital with limited risk. They serve the Minneapolis and St. Paul areas.

Thanks for hosting today's highly effective & informative Orientation session at your newer…read morelocation ... 3460 Washington Drive (55122)

From the owner: Galligan Financial Advisors offers comprehensive personal financial planning services to…read moreindividuals, families and small business owners.

Love this place. Jim always takes the time to find out that YOUR goals are then plan to fulfill…read morethem. My portfolio has done better than ever!! Thank you !!

From the owner: DS&B Financial Services, LLC is a financial services firm offering financial planning, investment…read moreand insurance to business owners, professional and executives. Our mission is to help you create, grow and preserve wealth for you, your family and business.

My husband and I just wrapped up working with Bill and we feel so empowered by what we learned…read more Bill is professional, approachable and knowledgeable. He presented information to us in ways that were easy to understand and comprehend. He sparked several conversations for us about both our short term and long term goals and we have started taking steps he suggested that will guide us through our finances for the next 40 years. We can't recommend Bill enough and we are looking forward to continuing to work with him for the next several years.

From the owner: As a partner at Trailhead Planners, Bill Mulvahill CFP®, CPA provides holistic, tax-focused…read morefinancial planning to help clients organize, grow and protect their assets through life's transitions. This includes providing customized financial planning, investment management and tax preparation under one roof. As a fee-only, fiduciary, and independent financial advisor, Bill Mulvahill is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

First Fiduciary Corp was a court appointed guardian for a friend of mine. They have been very…read moregracious in including me in decisions regarding his care along the way. Numerous times they consulted me for my thoughts regarding his needs and preferences when he was unable to express them himself. They have seemed genuinely interested in his wellbeing throughout his journey. Karen K.

The CEO received a 1099-R for a deposit entitled "death benefit" from my husband's portfolio…read more Taxable? I thought they brokerage firm would send me a 1099. Instead they sent it to First Fiduciary. I never got it. I didn't know about any of this until I had gotten a letter from the IRS in 2023 asking where their money is. They wanted taxes, penalties, interest. We're still trying to get that reduced. Dan Lodahl made this mess by not giving me that 1099, he should be cleaning it up, not me. Whenever I asked for anything I NEVER got information I needed. I started out with First Fiduciary with $450,000.00 I left with $225,000.00 and that was after about 16n months. They were paying thenmselkves 2,500-3,500 each month. What did that buy? They wouldn't tell me. PLUS they got my checking. savings, and social security.