LPL is without any doubt the worst company you could ever imagine. My father made the biggest…read moremistake of his life when he invested in this company. The asset managers put you into these private funds with all kinds of restrictions, and you have no control over your money without a fight. My dad's LPL manager was also the worst. After my dad passed, we have had to make over 50 phone calls in a two-year period just to try to get our money. It's one deliberate roadblock after another, and every person working at LPL right up to their legal department doesn't even have a clue how anything works. If you don't care about your investments and have disregard for your family, this is the right place to invest.

From the owner: Financial matters do not need to be complicated or intimidating. We believe in starting with an…read moreactual conversation to learn about you and take it from there.

went there May 20, 2026 to have some papers be faxed to another institution and loaded into my…read moreCharles Schwab account. May 22 looked in my account the papers were not downloaded, call Charles Schwab for them to research they were unable to locate any paperwork. When at the branch 1179 S University Drive. I asked can I have the fax receipt that it was done, the gentlemen said I didn't need it. Nothing was done just wasted gas and now have to go back up there

We went in to make a first deposit into an account. The rep. Took extra time to explain and…read moreencourage.

Prime HOA has been managing my building since early this year, and I can say my experience with…read morethem has been pretty positive. I've had previous experiences with other HOAs that have no urgency or concern for their clients and have had to reach out multiple times before getting a response back. However, with prime, they have been professional, organized, and communicate clearly with me. When I've had any maintenance requests or there have been community needs, they've handled the requests efficiently. The team is approachable when questions come up and overall, they help keep the community running smoothly and are a reliable management partner.

Really great management company. Highly recommend. I love that they have a local presence and are…read moreresponsive to any of our needs. Anything we need done of fixed, they're on it. Excellent customer service. Cannot recommend them enough. Briana is the best! Great service 10/10 recommend. I am on the board for my HOA and they are night and day better from our previous company we used.

Have been working with Jose for a few years. After having some bad experiences with advisors before…read moreI'm very happy with his services for both my personal needs and for my business. He takes the time to explain what we are doing in a way I feel comfortable. I have referred him to my friends and Family as well. He is knowledgeable and professional.

From the owner: Life Insurance with Living Benefits Se Habla Español-Bilingual services available…read more Retirement Income College Savings Retirement planning Annuities Current Plan reviews Servicing Broward, Dade and Palm Beach County

.you least favorite wirds: Doing your taxes! Although I have a simple life and you would think that…read moresome paper and pen with a simple calculator should be enough for me, the fact of the matter is that I am not familiar at all with tax laws, and if there were ways to save some money, I would not know it. I got to know Michael Miller through my ex a few years ago, and since she was doing her taxes with him, it made sense for me to do the same, since we had common interests and some common assets. Since then, I have not looked back. I am extremely happy with his work, his knowledge, and the expediency with which he conducts his business. He is thorough and is always looking out fir my best interest, and above all, his rates is extremely reasonable and affordable. For the foreseeable future, I have every intention of staying with him, and suddenly the words "Doing your taxes" don't look so scary

Mike Miller has been doing my taxes for over 8 years. I find him to be detailed, honest and…read moreaccommodating. I have recommended him to several associates and friends. Good honest accountants that stand behind their work are hard to find especially here in S Florida.

If you're a trader, or just want to learn to trade weekly options (1 week time period type of…read moreoption) or perhaps learn how to read the market to trade properly with the weekly options, I highly suggest Investitute, they know how to find trades that makes sense and that will make you some trade profits on a weekly basis ...Weeklies options are more advance type of options that aren't for everyone since it has a rapid time decay (loss price value faster than normal longer options). In a month trying it's TNT option, all 4 picks could have returned about 80-100%+ profits on the trades, but I made the choice of profiting at 50-65% (normal for weekly traders to do so), the TNT option has a webinar on Tuesday morning at 6 am Pacific to talk about the trade of the week, you could ask questions etc ... Investitute offers several option services *TNT Options - Trades once a week *TNT Options Pro - several trades per week *Time Bandit Options - Iron Condor strategy, trades once a week *Time Bandit Options Pro - Iron condor, trade several times a week *Unusual Option Activity - For the very active Traders, it has tons of trades for the week *Going Vertical - Trade using vertical spreads Then they offer all sort of classes about option trading from learning the Greeks to coaching if you need it, go for it! I could say the staff are great, knowledgeable, knows what they are doing and if you follow it's rule, you should profit on those trades too if you choose the options way! They are worth looking into ...but to be honest options aren't for everyone ...but the profit are higher if you take the time to learn how to trade them properly ..Good luck! The company co-founders are Jon, Pete Najarian and Ron ..they appear to CNBC weekday's!

The most important thing I have to say about Charles Schwab is you feel confident when you walk…read morethrough that door. That is the most important thing to me is to feel that the financial institution will care for your money appropriately It reeks of professionalism something that you don't see these days. It is very intimidating changing your investment service company. However the associates at that firm made me feel very comfortable and made the transaction very easy. They have an outstanding website as far as learning about their investments. So the IT staff needs a five stars for designing a stellar website that is incredibly user-friendly. It is a little bit tricky getting to their office since it's in downtown so don't get discouraged. It is very easy to get a hold of their support staff. I have checked out Fidelity and Fidelity has very poor customer service. I would definitely recommend anyone needing financial services to check them out.

2/8/2022 I have been for approximately 3 years with Charles…read moreSchwab bank and a very good customer. No overdraft, no bounced checks and a very nice zero balance. I paid fully all my monthly transactions. I am also joining the unsatisfied customers with that mobile bank which continuously made mistakes providing me inaccurate information on the phone. Even either the supervisor or manager I spoke to made mistakes for bank basic question issues. I spent endless hours on the phone. Yes they provided me with compensation but I was not looking for that kind of response. My time is valuable and I deserve to receive accurate information. The branch located downtown Fort Lauderdale provided me with the wrong wire #. I requested the international one and I got the domestic one. I did not get the funds on time even if the transaction was free. I was there in person in order to avoid any issues but it did not help. Staff are not well and longer trained to service the customers. I won't recommend that bank to my best friends.