I had the pleasure to meet with Eric to discuss life insurance options for me and my family. Eric…read morewas extremely knowledgable and answered all my questions to make sure I understood everything. I highly recommend Eric and the services he offers. Top notch!

Eric assisted me with obtaining a plan that not only will help my family if something happens to me…read morebut also has living benefit! Smooth process and he is very attentive to your needs.

Front desk now shared with TD Ameritrade. Apparently,…read moreCharles Schwab recently purchased TD Ameritrade. This office is still my easiest way to deposit checks into various accounts. Unable to open account nor transfer funds today. Will try again once online. Definitely less convenient than in the past.

Go somewhere else if you want to grow your money. Charles Schwab will not act on your behalf even…read morethough you pay advisor fees. I lost $400,000 and no advisor was available to assist or answer why they were not acting as my fiduciary when I was paying good money for their expertise to manage my money.

I was feeling good, but still somewhat uncertain about my financial future. Am I on track? Am I…read moresaving enough? Can I buy that new car? Soren helped me get a grip on my finances and really understand the big picture and what I need to feel secure. I appreciated that he took the time to learn what's important to me. We put together a great plan--and it's already paying returns. I feel good about the future and appreciate Soren's expertise.

Helped our family with consulting for growth planning for college. Very trustworthy and personable…read more Would highly recommend.

Chuck Massie has been our accountant for two decades and he is warm and patient and very thorough…read more He handles some incorrect assessments from the iRS swiftly and thoroughly and I would recommend him to anyone looking for a smart and patient accountant. We have a few side businesses and real estate investments in addition to our main source of income and his prices were fair.

During my call, Barbara was unprofessional and rude. While I understand she may have personal…read moreopinions on specific business ventures, her off-putting demeanor was disappointing, particularly as I was seeking professional expertise to assess investment risks. I suggest providing Barbara coaching on client communication to ensure future opportunities are handled with Respect.

Have been with American Express for 8 years, Never ever been late on a payment excellent pay…read morehistory according to all 3 credit bureau's . Because I spent my money with another Credit Card company (there words not mine) they cut my limit in half, So much for trusting American express, Moving Forward will only use Capitol One and Discover Cards , What I do and the way I use my money should be on me not the bank.

i had an am ex serve card direct deposit, no monthly fee, decent card…read more I was allerted via email from amex about suspicious activity so i called, spoke with someone who spoke broken english and did not understand me either; disputed the transaction in question, and was told they would be in touch. The next day my account was locked and closed. The remainig funds would be mailed to me, in the form of a check, after the remaining transactions had cleared. This occured a MONTH ago, and i have not heard anything from this greedy corporate enterprise. This review is to tell the public about my experience with their services. Avoid if possible

We have enjoyed great financial success with the vast array of professional services from…read moreEvolution! Highly recommend! Our financial portfolio has increased exponentially since we turned all our investments over to evolution to manage! Yours will too!!

Adam and the whole team have been an absolute pleasure to work with! Great information and a great…read moreopportunity with the best in the business. Highly recommended!

Senior buyers beware before you do any investments with Brad Liebe. Do Google searches regarding…read morehis problems as a pastor in Fort Myers at First Assembly of God. Do your research thoroughly and choose a CFP (Certified Financial Planner)for financial investment.

From the owner: Financial Services For Seniorsread more