Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

The worst credit repair company I have ever used! The lady by the name of Monique Martin, refused…read moreto meet with me told me she had Covid. I went to the office anyways and found out from another employees- she never had Covid nor did anyone in the building have Covid. It's upsetting when the person who is doing your removals and you are paying hundreds of dollars to monthly is not being honest with you. Monique if you never wanted to meet with me you should've just said that. Why lie ? Very weird behavior! I'm glad I withdrew and found another credit repair specialist who is honest and inviting. Save yourself the headache, the money, the drama and avoid this company!!PLEASE!!!

Great services for improving credit. Krista was the lady who helped me and she was available via…read moreemail or phone whenever I had questions. We were able to boost up our credit to get approved for a house and are very pleased with the work and advice she gave.

Adam and his team at Trinity Wealth Management are fantastic. Your money is is safe here, Adam's…read moreknowledge of the financial markets and investment portfolios is second to none. His system is easy to follow and you genuinely feel Adam is invested in your financial well being. Highly recommend!

From the owner: We are a client focused independent financial services firm with a focus on tax diversification…read morestrategies, individual financial planning and retirement plan management. We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals. Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed. We have no proprietary products and no 'cookie cutter' solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm. Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

I have been working with Jeff and his team for a lot of years now and they have done a great job in…read moremanaging my investments. In dealing with Jeff one-on-one I have found him to be very knowledgeable, professional, and responsive. I find his updates on the market very informative and well timed, especially with the recent volatility in the markets and his breakdown of my quarterly summaries are very extensive. Hi highly recommend Jeff and his team. Stacy B

From the owner: InTrust Advisors is an independent, boutique wealth management and financial planning firm based in…read moreTampa, Florida. With over 25 years of experience, we specialize in investment management, wealth management, family office services, and comprehensive financial planning. Our expert guidance helps high-net-worth individuals, including those aged 50+, achieve clarity, confidence, and peace of mind for their financial future.

Unsolicited calls from this outfit... first a request on LinkedIn, based on my employment…read moreinformation. But then a call, and a hard sales pitch. No thanks! If you want to cold call me, you are going to get blocked! If you reach out via the initial contact point... I will either say yes or no (probably no). But don't cold call me... I get too many stupid car warranty and credit card calls as it is. And I don't pay verizon to get hassled by clowns.

Our family has had nothing but great experiences with FFA, using Daniel in particular. From our…read moreinitial meeting to the last, Daniel has always been professional, knowledgeable, responsive, and flexible to meet all of our financial planning needs and questions. Both my husband and I have a basic understanding of how investment planning works and put our faith and trust into Daniel and FFA to steer us in the right direction which helped put our minds at ease. Daniel is always available via text, phone, or virtual meetings to address any questions we have and explain each process involved. We feel we are in good hands and trust Daniel and FFA moving forward. We plan to continue doing business with them for years to come.