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    Parkway Financial Strategies

    2.0 (1 review)

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    11 years ago

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    Acorn Financial Services

    Acorn Financial Services

    (9 reviews)

    I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

    I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

    Burney Investment Management

    Burney Investment Management

    (2 reviews)

    Jelli F., I reported on Burney to the SEC Employees, to FINRA and Law Enforcement…read more One is an event, two+ is a pattern. I was a client since 2010. I was introduced by Roma Vorha in DC. I was not aware fees are paid for referrals. I write "was" their Client, I quit being their client before they 'fired' me as their Client. Money was missing. I could not track it nor document the path of the money. Which is when they 'fired' me. I was a Client of one man, Russ, and his team of Natalie et al, from 2010 forward and then he moved out of State. I too did not feel a need to look beyond FINRA when I learned about FINRA. And then I learned again about FINRA. FINRA is part of the con. I made a VA law criminalizing their taking the financial crimes against us away from Cops and Courts. Madolynn Stemmer replaced Russ for a short time before Madolynn left the firm emailing me I was in great hands of Robbie Pratt and Bijal Patel. Lowell Pratt is aware, Tony Hardesty too. By this time of being 'fired' by Pratt and Patel, I was very deep in to being the Whistleblower the SEC Employees asked to help them back in 2010 which is how once Burney gave me a reason to look deeper in to everything I knew what I was looking at and for. I turned my papers in to the SEC Employees, FINRA cartel network, the DOJ and Law Enforcement. Their papers helped me show Law Enforcement how FINRA takes the Investment Advisors and Investment Advisory firms away from discovery by Cops and Courts. There is is Crime if Cops are not told, remember that. Cops only knew what FINRA and the SEC Employees were telling them... until. I let Winsome Sears, Jason Miyares and my local State Senator know.... since 2010 I have been saying these crimes against nice people have to stop. So today I figured let me post reviews online, and I came across your post from 2020. I printed it. I will update my TIP to the SEC and Law Enforcement. While you may feel, you could do nothing. You did something to be applauded for. Thank you. One is an event. Two+ is a pattern...

    I have been a client for fifteen years. No longer. They managed taxable and nontaxable accounts…read morefor me. It was nice having a professional manager through the 2008 bust because then I could just ignore my accounts and tell myself professionals were handling the work. I now wish I'd not "trusted" professionals. If you read their site, they essentially put together their own mutual fund or ETF for you in the sense that they buy individual stocks while trying to diversify. This is a really expensive way of just buying an index fund. You are charged trade fees for each transaction, and on top they take a fee. Pricey, but I really didn't want to manage my own money. Do yourself a favor and buy a book. In the last two years, I have been hit with large, unexpected tax bills because they have traded in the taxable account. When I look carefully it seems they have actively traded on the taxable account while leaving the tax advantaged accounts to sit in a total of four index funds. I know what you're thinking: you're making money! But no, my gains over time have not kept pace had I just bought and held an S&P 500 index fund - and really trail once I take into account all of the taxes and fees. Before you hire a financial advisor, always check FINRA and re-check over time. Run every name.

    Parkway Financial Strategies - financialadvising - Updated September 2026

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