Definitely agree with some of the points regarding Customer Service. Not sure why there aren't more…read moreseason individuals with the skills needed to deal with a variety of people. I don't like when people give "you didn't ask those more questions and I'm not going to suggest research or give advice" vibes. How would I know what to ask them? I don't work at an investment firm, but you do!

Horrible customer service. Had a problem, tried to work it out. They are completely inflexible…read more In the end there was a $30 fee at issue. It went on and on and in the end they were willing to lose my business (multiple accounts) over $30. Pulling everything. Recommend going with someone else if you have the choice, these folks are weirdo amateurs at the end of the day in my opinion. $30...geez.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

David gave a very helpful consultation. He is knowledgeable about tax and explained in easy to…read moreunderstand way.

Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

Shahar is a very well liked person. Makes the property buying experience alot easier…read more.. Before you look anywhere else, give Shahar a quick call... He tries very hard for his customers... I would recommend him...

Shahar Katz has been our family's secret oracle for several years! We've received professional,…read morefriendly, excellent service and advice from him. His knowledge, expertise, and overall trustworthiness and professionalism makes him a great person to work with. He is earnest and hardworking and deserving of a 5star review because his service is 5 star!

Leap payments is best company, they have the best rate and the best customer service.read more

Was overcharged at a restaurant that uses Leap Payment as a merchant. Called Raymond from Leap…read morePayment to check the status of the refund of the overcharge. He said he had sent it back but I never received it. Raymond said "can't do anything I'm not going to repeat myself" and hung up on me. Unreliable merchant and horrible customer support.

Byron delivered exceptional results with a high level of professionalism. I will undoubtedly choose…read moreto work with him again in the future. Byron delivered exceptional results with great professionalism. I look forward to working with him again in the future! Thank you.

Update: Byron did end up refunding the $5k after I had to call my lawyer and the threaten legal…read moreaction. Still very unhappy with how much time and money I wasted thinking I had a construction loan locked in, which I didn't.

SCAM - FORGERY - FRAUD BEWARE!!!!!!- United Gold Direct…read morestole OUR gold, forged checks and ACH transfers from closed bank accounts- when I called them on it - that was the last we heard from them. WHAT A MERRY CHRISTMAS?

Great service and very helpful people. Wasn't sure at first…read morewhat i wanted or when, and they guided me appropriately and i have made money already. Definitely recomend this company. Very good!

HIGHLY recommend MainStreet Financial Planning. We worked with Vida and she was super engaged,…read moredetail oriented, and seemed to genuinely care about us, our goals and working with us to help achieve them. I have recommended them to multiple friends. 5 STARS!!!

We've been working with Anna and MST for years. They are very responsive and truly dedicated to…read moretheir craft.