Very caring, knowledgeable and accommodating. It is a pleasure to deal with local people instead of…read morerepresentatives of a large corporation that push their own products

From the owner: Income Specialists! Call us for a free Social Security or…read moreInvestment Analysis report. This could help you make a difference in how much income you get in retirement or from social security! Are you structuring your retirement to minimize taxes and risk? What strategies are there to protect you from a falling economy or stock market? We help our clients with advice and planning needed to retire with income they need. We offer Social Security analysis and retirement and income planning. Toro Bravo Investment Advisors, LLC is a Registered Investment Advisor firm. Brian and Subhani are Certified Financial Fiduciaries. Toro Bravo is an Independent Texas Company offering Market and Non-Market Investments and Investment Advice. We offer fiduciary fee only and traditional investment accounts. Mubashir Subhani is a Retirement Income Certified Professional and Brian Moon is a Registered Social Security Analysist. Advisory Services Offered through Toro Bravo Investment Advisors, LLC, a Registered Investment Advisor Securities offered through Crown Capital Securities, LP Member FINRA / SIPC Investment Advisory Services also offered through Crown Capital Securities, LP. Crown Capital Securities, LP and Toro Bravo Investment Advisors, LLC are separately owned and operated.

Called about investing $200-$250k with them. Apparently that's not enough because I never got a…read morecall back--even after I called THEM back.... I'll take my business elsewhere. He can jabber on the radio all he wants but service is lacking with this firm.

Their "Secure messaging" system is outgoing only - they do not want to hear from customers…read more their document update will not even try to handle their own forms when a portion of the form is removed and they "accept" it for upload, the upload fails w/o notice i'm starting to wonder how hard they can make it for us to do a withdrawal

What a shiesty company. I sent them all of the paperwork and they signed for it on 5/4/2026. They…read moresay they mailed the check but I never received it. Now they are saying they will have to cancel the check they already mailed and start this process all over again. Please, if you truly love the ones you are leaving a policy for... use a different company. I'm having to deal with the grief of losing my mom and calling these people everyday. They've had my money for 3 weeks now. That's money that could have been building interest. The lady that was just "helping" me disconnected our call. What a horrible horrible company.