Good return on investment good investment advice. That's is enough for now. They can do with…read moreless.

Fidelity put a hold on a check that I wrote myself from one of my accounts that is flush with…read morefunds. I deposited it through "Online Banking" from my phone. It has been like 3 weeks+ and my money is still in some alternate universe and not available for me to access it?! Could have flown to NY and deposited the funds faster. Ridiculous!! Every other account from many multiple financial institutions deposits and makes my funds available much faster! (24 hours is the norm. Most can do it immediately because it is an electronic online deposit and the institution is taking the money out of my accounts fast). Is Fidelity Investments stalling just looking to make some extra interest on my money at my expense?! OR, perhaps they don't care about the customer service end of it as long as you invest funds with Fidelity Investments?! If you have negative stars, then I would elect that option.

Mike Ramos is one of the BEST! He actually cares about his clients and doesn't nickel and dime you…read morewith extra 'fees'. I walked into his office the first time and had a seat in his waiting area. After about 15 minutes I was ushered into his office (this was without making a previous appointment mind you). We sat and talked for at least 20 minutes about my situation. He gave me some pertinent advice and did not charge me. He and his wife make a great team together and are wonderful people when you need some good credit counseling. HIGHLY RECOMENDED!

Working with Michael at credit rescue was an amazing experience! He is one of the very few people…read morewith honesty, integrity and cares about his craft! My credit was a mess, but Michael was very patient and worked diligently to help me and now my credit score is close to the 800s. I highly recommend working with him and his company. It will be one of the best things you'll ever do!

Stefanie is highly knowledgeable and was a huge support in helping me navigate starting my…read morebusiness. I felt heard, understood, and held in our meetings while she took the time to truly understand and guide me through the how to's of a business start-up. I highly recommend Stefanie for all your financial needs! A great asset to any business owner, small or large.

From the owner: We specialize in guiding people out of debt, based on their specific circumstances. We can show…read moreyou how to live debt free for the rest of your life. We also provide guidance for college savings/loans, emergency funds, retirement preparation, bankruptcy, and building wealth. In addition to working with individuals, Stefanie has experience as a small business owner and can guide you on budgeting and growing your business.

Best Checking account service available in New Mexico…read more Modern on line services that are always working, unlike these half sentient credit unions and they don't rip you off like the chain banks. Very very happy! Never have to go into Schwab and the bank is fully integrated with my brokerage accounts.

Schwab failed to pay withholding on my IRA RMD as instructed, and I had to pay large IRS penalties…read moreand interest for which Schwab refused to reimburse me. Unless you like chatting with computers and being treated poorly, invest with Morgan Stanley, Fidelity or another broker that doesn't treat people like poop.

I have worked with Kevin for almost 20 years. I've had the opportunity to observe how he solves…read morecomplex problems with simple to understand solutions. Kevin coordinates closely with other professionals (attorneys, CPAs, and P&C agents) to learn about all aspects of a particular clients' financial picture before he makes strategic recommendations. He is an avid student of the financial services industry and reviews his clients' plans regularly for possible improvements based on changes in tax laws, economic climate, investment opportunities, and modern risk management solutions.

From the owner: It is my goal to assist you to build a solid financial structure that will stand the test of time…read moreand that will grow and build wealth for you and your family.

From the get-go, I was determined to work with an independent RIA: a professional who knew the…read moreindustry; one who was not marred by the bureaucracies of the older-style wire houses (Merrill Lynch, Edward Jones, Wells Fargo, etc.). Ultimately, this search led me to Lee Munson. I purchased his book from Amazon, "Rigged Money," and it's boldness and authenticity won me over. Don't get me wrong, he wasn't the only person I studied but he was the only one worth following. Needless to say, I am working with him now. Lee's words have already provided yield. What he doesn't know, is that they have also provided me with clarity and a sense of inspiration. Thank you Portfolio Wealth Advisors. I look forward to "more time on the mountain!" Minute 3:22 https://youtu.be/HLH1bN6_8_A Juan Carlos Sanchez Electrical Engineer

My new financial advisor is MAKING IT RAIN! I was skeptical at first, I contribute to my 401k, a…read moreRoth IRA and I dabble in the stock market a little bit. I try to save as much as I can and store it in a regular savings account. I've been doing this ever since I started working. Smart right? Wrong. So wrong. About 5 months ago, Chris Clausen at Mass Mutual helped me invest my savings into various funds- 5 months later, i've made 18%. He's patient, generous with his advice on investing and a true guru with finances. I really feel like he watches over my money like it's his own. I recently told him I wanted to retire when I was 50, he didn't laugh, he helped me put a plan together to get me there. Imagine if I had started these investments sooner...I don't want to think about it. Call Chris, he'll hook you up!

I am so thankful for Alex Perkins and for Nancy. I live a long way away and I am so thankful my…read moresister is working with them on her financial portfolio. They are kind, patient, and understanding. Alex is a true fiduciary, ensuring the best care for my sister. If you need someone to guide, cajole, and/or calm you down on your finances--call Alex Perkins at Edward Jones. He not only guides you financially, he is able to connect you with other resources you may need in the future. Thank you Alex and Nancy.

We met Michael following the great Yelp reviews, and we are highly recommending him as a financial…read moreplanner. We had countless questions related to income, investments and a specific real estate situation, and he was extremely patient and supportive with ideas we had not yet considered. Also, he was absolutely not pushing us into one direction. Thank you for your time and valuable advice, we will be back!

Had meeting with Michael Rose. We talked about my family's finances. Straight forward explained…read morewhat assets we have and options on investing and safeguarding them. No song and dance or pressure to invest in a specific program, just the financial facts as they pertained to my spouse and me. That is what I was looking for. I came away with more understanding on my financial plans.