We've been doing business with Tony for more years than we can count…read more He's always been friendly, professional, and very thorough. He's quick, knowledgeable and ALWAYS up on new tax laws. Best of all, he has integrity. We recommend him highly to anyone who seeks financial or tax help and advice.

I will start by saying their educational sessions are top notch. Very informative and really well…read moredone. That is what hooked us. We went in and loved the Financial Advisor Alex. He explained the process and gave us a lot to consider. We decided to sign with them. When we went back it felt a bit rushed. They quickly went through the contract ( we printed it out after and it's about 250 pages) and I felt mislead by the fees. We really had to DIG to get the full answer. The answer that clarified it for us made me skeptical. It actually made me worry about the whole process. We left after signing and I could not stop thinking about it. I can compare it to the buyers remorse you would have after purchasing a timeshare when you were at a resort in Mexico. I contacted them immediately and said we would not be transferring any accounts but would be interested in their retirement advisor services. I asked them to make sure our accounts were cancelled. I emailed every week for a month and never was contacted. I still do not have an answer. For us something did not sit right and when they did not contact us it confirmed that we made the right decision. I was leery when the only newspaper in their lobby was the Epoch Times and I should have went with my gut then. I would like to note that I waited more than a month to write this review to see if they would respond and like I said I'm still waiting. It's unfortunate.

So much for Christian compassion. Forcing an employee, who just lost his wife to cancer to return…read moreto work or lose his job, then force him resign with zero recourse less than a month later. God deals harshly with those who treat widows and orphans poorly. What you give, you will get back tenfold. May the Lord have mercy on your souls.

I had a very pleasant experience with principal (Des Moines IA). I spoke to Sean who helped me…read moreget through the process for a simple term life policy. He was helpful and explained everything. Also great with email and phone communications/follow ups. The process went fairly quickly. Cost was average compared to two others I've looked into. If you're looking for life insurance policy, I'd recommend a call to Sean. 1-800-247-8000 x 1131 Thanks!

Terrible. Their customer care is very hostile, just hangup on me…read more I'm trying for months somehow I need to withdraw the IRA fund from this terrible company and move it somewhere else reliable. Their process is extremely horrible.