Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

The moment you walk in with John Comberiate you know you're in good hands. I was looking for…read moresomeone very specific and dreaded the vetting process but after leaving John's office I felt much more at ease with our financial health status. He was patient with us and went well over the time window of what we expected for an initial consultation. He never made us feel rushed. Working with John felt like spending time with a family friend who was looking out for our best interest while giving us advice. If you're looking for a wealth manager then congratulations because you just found one of the best.

John Comberiate has been my financial advisor for years, and I wouldn't trust my retirement to…read moreanyone else. He is trust-worthy, explains things in easy to understand terms, and really keeps up with what is happening in the markets. I have no doubt he is always looking out for my best interests.

Highly Recommend. Brian has helped us look at our big picture financial plan and identify areas…read morethat we needed to think about or act on. & then he provides great advice so we can make informed choices. Meetings are low-stress & approachable. And also important, Brian is responsive when we reach out with new questions or issues.

From the owner: PSG Clarity specifically focuses on respectful & thorough financial planning to help people find…read moredirection toward their goals, and we don't apply a minimum investment requirement of our clients. At the same time we are a division of Planning Solutions Group, a wealth management firm with planners of diverse experience. So we have the resources and experience to help you, and the compassion to focus on your goals.

Harry Slade is a great guy, and Stacey is wonderful, too. I highly recommend Harry.read more

I'm just gonna copy and paste the letter that I sent them so you all can see my experience. This is…read morethe worst company. I have been trying to track down my money for seven months and after inviting this letter, they apologized and said that there was a mistake, but it was quickly corrected, but I don't understand how it was corrected if I have a missing almost $2000 out there in the world. "I wanted to resolve an issue than has been very frustrating and gone on too long. I had an account through Pony Studios and I was told that the plan had stopped. I had my financial advisor reach out and get a check of the funds to roll over into another account. We got a check for $7,376.93. Months later I get a statement saying that I have a balance of $2,055.22. After I logging on and seeing this, I get an email a few days later with a document stating a bunch of fees and Termination of Employment that basically takes the fund to $0. I called TRowe only to be talked to rudely and basically yelled at and told that any accounts that were under $2,000 TRowe doesn't deal with, and they were transferred to some other bank (without me being notified or provided any account number) I was given a phone number to call someone in Utah about it?? This number has no answering message or info and just beeps. I have left a few voicemails. (If this number is even real) Now I have received a 1099R statement showing a rollover of 9,307. I never received that additional $1930.71 I have attached the screenshots of the info I am referencing. I don't even understand how any of this can be legal and I need this resolved ASAP. I want the $1930.71 to be returned to me I am beyond furious."

They are terrible...If I could give a zero star I would..They keep you on hold forever...Blatantly…read morelie to about any and everything just to get you off the phone..

I've known Mr. Rinaldi (or Joe as he insists on me address him) for more than 15 years and have…read moretrusted him and his team to manage my financial assets. Trust is something that is earned and Mr. Rinaldi has definitely earned my trust. I've seen my investments increase through the years. My mom always taught me to save up for the rainy days and I really took that to heart. Mr. Rinaldi (Joe) sees the long term picture and he always assures me to ride out the wave. I have anxiety so I completely trust him. He and his team truly go above and beyond. Those monthly phone calls from Mr. Rinaldi himself is proof of how much he cares for his clients. Thank you QFA and Mr. Joe Rinaldi.

Plenty ,they will not respond and the scammers are out in full force.I have tried repeatedly to get…read moresomeone to call me and it's a no go.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

I also met with Invested to discuss my financial retirement and some other life events (kids and…read moreschool debt). They were great to work with and pretty easy to get set up. I especially like that they actually meet with you at least once a year to discuss things, as I never got that kind of interaction when I invested my money through a rollover 401 I had somewhere else. I did end up figuring out with them how to get more invested for my family and feel so much better about it all.

We had a consultation with Genti. It was superb! He really helped us gain a better understanding…read moreof our financial limitations and possibilities. Not only was the first consultation free, but also non judgmental and low pressure. He gave us a wealth of knowledge and tools to work towards our financial goals and even gave the child complementary popsicles! Genti clearly has a real passion for this work. We are extremely grateful and highly recommend him!

First of all, I do not want you to take this course. I want you to remain ignorant on how trading…read moreand investments work so that you can remain a novice trader. This program will teach you how to analyze charts to help you find trading demand and supply zones. It teaches you how to invest like the system as opposed to trading like a novice. The system loves novice traders and will use them to make money. And the more novices there are, the more likely I will make money. This course has the amazing potential to change your life. Traditionally, one gives one's money to one of the big brokerage firms to invest. Your money will not typically make as much money as if you were to have just invested in the S&P. Plus, these firms are not looking at your investments as closely as you would. This course can supplement your current income or even replace it. OTA provides other resources such as tax pros, online videos, and others. This is lifetime learning. One can take the same course over and over to help strengthen one's knowledge. They have instructors who can help mentor you as you make the system work for you. Plus, Ota has a community for which one can network to help increase one's gains even more. Course tuition may seem expensive, but over the long run it will be worth it.

I've been a OTA student going over a year. I have taken core strategy twice and options twice. Now…read moreI have clik I am waiting to take options again using the new clik platform. I can't put the blame on OTA for my lack of success as these lifelong skills I'm acquiring are difficult to learn. And to be honest I have not dedicated 100 percent of my time in the Extended learning series that is put on the OTA website. I compare this similar to the decision I made to go to college. I saw the value of my 90k education and I see the value of OTA and the knowledge they bring us concerning the financial markets. I only regret that I would have done it earlier in life when my brainpower was at full capacity. You can't put a price on skills that u can make money in all types of financial markets. Learning from educators top in their fields. If u are on the fence or thinking about becoming a student of OTA just think that these are lifelong skills u can earn a comfortable living once u master the strategies. I also have to admit that my trading platform "think or swim" is another challenge. I am waiting for the day when all our asset classes can interact directly with our trading platforms.. Remember these are life long skills that can set u up with generational income and wealth.