I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

CMG financial is hands-down the best mortgage company I've ever worked with. We have had 4+…read moreclosings with them, and they have all gone on without a single hitch. Their app is very handy for communicating and sharing documents, and they really try to minimize their requests so that they are not bugging you off-and-on. If you want the best mortgage application process, combined with competitive closing costs, you need to run (not walk) to CMG and Team Chris Minjarez!

Hands down the absolutely worst company ever own my mortgage. I strongly recommend to have a second…read moreBPO if you have requested PMI removal with this company. They hired Ibrahim Womack to offer his BPO which had such gross negligence, that the company I hired to appraise the property after his BOO clearly said with the property comps he used and statements made in the report; it could only be intentional and not human error. So needless to say the company's practice for PMI removal is illegal.

Keith has been Ny financial planner for 15 years. Great advice. Seasoned vet. Has lots of options…read moreto grow and protect your money.

I found Keith through Google and his reviews were good, so it made sense to go through a divorce…read morefinancial planner as a mediator instead of my now ex-wife and I both paying to hire lawyers. Keith was knowledgeable and helpful for the most part, but there were many things I had researched about asset allocations in a divorce he had never even heard of. Additionally Keith and his assistant sometimes took days to return phone calls or texts. The biggest issue I had was the lack of communication and organization. What should have been handled in 2 meetings ended up taking three because Keith failed to tell both my ex-wife and myself all documents needed for our second meeting, so we were forced to attend a third meeting to reach an agreement with our finances and my assets at his going rate of $195/hr. An unnecessary expense had Keith just told us what we needed to bring in the first place for our second meeting.

REAP Financial has been handling my family's retirement plans with the utmost professionalism and…read morecourtesy for the past several years. In addition, they have been very helpful in providing financial expertise through monthly workshops that are beneficial in providing future ways of investing. We thoroughly trust Sandra Newman and her staff at REAP financial, and encourage others to do the same. At the very least if you're shopping around for a retirement financial planning firm then you should definitely give them a chance. Like I've mentioned before, they're very informative and knowledgeable when dealing with one's financial retirement needs.

Have been a client for several years, not impressed. They have breached our contract by trying to…read moreomit promised lifetime free services such as tax preparation and estate planning. To make it worse, they misrepresented the reason for doing so on three separate occasions, blaming it on the SEC. Hah! When confronted, their "compromise" offer was less than satisfactory.

I can't say enough about Tim Krudwig and Edward Jones. He has been our advisor for many years and…read morealso assists several friends and family members. Rim was able to bring my dream of retirement to a reality. You won't be disappointed with his level of knowledge and service.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

If you are looking for someone who is going to take time with you and educate you throughout the…read morewealth building process, then Tony is your guy. I can tell he ultimately cares about my future and what decisions I make. He offers great advice, but is not disappointed if you don't take it. He is always emailing me new ideas and great advice or just some project ideas he is working on himself. He is well educated in tax strategies and will tell you the best paths to take as advice. I truly feel I have a partner in building my future now, not just someone trying to get me to invest in their firm to see how much money they can bring in this month. He understands that building the relationship is most important and setting the foundation first is equally important. We don't all start off as millionaires and he gets that. He is in it for the long haul so when you do start making it, he's already set the ground work to protect it. I am sure I am not a very big client of his financially, but he treats me like I am. You can't ask for more than that. Coming from my last advisor, this is a night and day difference with this Tony.

From the owner: As your Certified Ameriprise Financial Advisor, I specialize in wealth planning, finance…read moremanagement, insurance and retirement programs to help you reach your personal goals and achieve great confidence.