Working with Angela has been awesome. She is patient, non-judgmental and is a wealth of knowledge…read moreabout all things Money. I've attended a couple of her seminars and she's a great public speaker. Getting your Financial house in order is so important and I'm so happy that I have Angela as a money coach to "hold my hand" as I refine my budget, plan for retirement and create my financial plan.

Angela is very passionate about helping people. She takes great care of the clients I refer to. I…read morelove that she's involved on the board of the Financial Planning Association and has a Masters degree in financial planning and holds the CFP designation.

Thanks to Manna Wealth Management it has help me with my financial needs. Thanks again David!!read more

David and his team have helped me tremendously in the past couple months navigate my financial…read moresituation and feel confident about my future. David is so personable and sat with me to hear my entire situation before I decided to move forward. Never once did I feel pressured and he explained everything about the market in a variety of ways so I could fully understand what was being done with my money. I would highly recommend Manna Wealth if you are looking for a one on one relationship with someone handling your financial assets. I feel so much more confident with this team than I ever have before about my financial future.

After speaking with several financial advisors I decided that Encore was the best for me. Not only…read moredo they know what they're doing but Encore is providing more value than anyone else I spoke to by a mile. Having my taxes, investment management, and lending all under one roof is what I needed and no one else was offering that. I recommend PCM Encore to anyone looking for investment management.

From the owner: Encore Investment is designed from the ground up to put clients first. We are an independent,…read morefiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Paulus and our investment counsel reflects the sophistication and individual client focus of our family office background.

This is a wonderful company!! Everyone is nice, knowledgeable and quick to assist. I can't speak…read morefor everyone else. But I have have had nothing but exceptional service since I began in 2015. They give me $100 for everyone I refer and helped me get a cash advance. Thank you

Based on my experience with Merchant One since September 2025, I have decided to cancel my service…read moredue to ongoing concerns regarding customer support and billing practices. During my time as a customer, I noticed that processing rates and fees were increased multiple times without prior notice. Each time, I had to contact the company myself to question the unexpected charges, and only then were the rates adjusted back to the originally agreed terms. In addition, the annual fee was raised without any advance communication or explanation. Most concerning, on March 19, 2026, my account was charged $347 related to fraudulent transactions. I immediately requested both a refund and clarification, and have followed up more than five or six times since then. Every representative I spoke with assured me the issue would be resolved, yet I never received any meaningful update or response. Instead, I was left to repeatedly follow up by email and phone, with many calls going unanswered. It was also disappointing to be asked to leave 5-star reviews while these serious issues remained unresolved. Under these circumstances, I cannot in good faith recommend this company. In my opinion, the level of service, transparency, and communication I received was highly unsatisfactory. Based on my personal experience, I would strongly encourage others to carefully consider alternative providers before choosing Merchant One.

People are nice and very professional. Daniel is very knowledgeable and patient with us when…read moreexplaining our freedom number

Great advisor and you will be treated as you are a family member…read more I trust they experienced and knowledge.

Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more