Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

Jay has been working with our family for over two years and has been our sole source for all things…read morefinancial in our home. He is patient and answers all of our questions thoroughly - from retirement set up to setting my our own LLC. He is quick, efficient and makes every process easier. We will continue to use Jay indefinitely. Thanks for all you do for us, Jay!

Honest, reliable, ethical, effective and highly recommended…read more I cannot say enough about the excellent counsel and professional advice I continue to receive from Phoenician Financial Planning. Most recently, I needed a forensic accounting. J. Robert's level of expertise and accuracy exceeded expectations. He was able to explain in layman's terms the findings of the report so that I was able to discuss it with my legal representation. Furthermore, he is accessible and proactively contacts me to review my portfolio and assess my risk tolerance. His knowledge and integrity are invaluable. The sense of security I have with Phoenician Financial Planning gives me piece of mind as I transition to retirement.

See similar reviews. I had a lengthy phone call to go over my current strategies before signing up…read moreand paying the 4,000 dollars. I set up my Initial meeting with my tax strategist and we spent about 10 mins and he said he was not able to provide any strategy for me. They said they would apply the 4,000 towards tax preparation which I was fine with. Then when I tried to get my taxes prepared they were behind and unable to do them In time. I asked for a refund so I could go somewhere else and they refused. They didn't prepare my taxes. They didn't give me any tax strategies and said they aren't going to refund my money. It took me months and I fought tooth and nail with them and my credit card company finally refunded my $4,000 they tried to keep without providing service. Years later I get an email saying there is an invoice in my account when I have not engaged in business with them in over 2 years. I own a small business and have real estate investments. If you are in a similar situation stick with your local cpa/book keeper and don't fall for their used car sale pitch,

The Tax Strategy I received from Provision was a complete waste of $4,000…read more Before signing up for the Tax Strategy service I discussed my business with their Client Relation Manager Brad Doran. I explained my current tax strategy and he assured me there are better strategies available for my business, so I signed up with them to learn this "new" strategy. Fast Forward to the end of the process and Provision tells me the exact same strategy I was already using. Complete waste of money. I attempted to resolve the matter with Provision several times and they agreed to refund a portion of the cost. After constant lying and dragging of their feet, they said they had "closed it out" and never refunded any of the cost. If you are interested in getting a tax strategy, just contact a local CPA that is familiar with your type of business and they will be able to advise you for much cheaper than $4,000.

Scammers, been charging me on top of percentage we agreed on another 3.5%! And also ordered…read moreequipment and stuff without aigning any contract, any agreement and I am still being charged monthly for what I don't use, no one ever pick up the phone. Lost lots of money and time with this poor company that I don't know why its still open because they just scam people!

Based on my personal experience, working with Synergy Payment Solutions caused serious financial…read moreand security concerns for my small business. I was contacted and pressured into a meeting, during which I believe my personal and business information was used without my clear and informed consent. I was subsequently enrolled in services that I did not knowingly agree to or fully authorize. As a result of what occurred, I felt it was necessary to freeze my bank account, take steps to protect my identity, and file a complaint with the Federal Trade Commission (FTC) to formally document my experience. Communication afterward was confusing and inconsistent. When I attempted to get clear answers or resolve the situation, I was passed between representatives and third-party companies without accountability or resolution. In my opinion, the conduct I experienced was deceptive and placed small business owners at significant risk. This situation was stressful, costly, and completely avoidable with honest and transparent business practices. I strongly encourage other small business owners to carefully review every document, ask detailed questions, and proceed with extreme caution before engaging with this company.

Michelle is absolutely amazing!!! I'm so grateful that I connected with her! I originally met her…read moreat a seminar where she was speaking about retirement options. I asked if she had any experience with QOZ Funds and she said she did but hadn't done anything with them in a while. After a further consultation where I explained what I was trying to do she dug right in and did all the research and leg work and made it happen inside of my deadline!!! It is so refreshing to have someone who really listens to you and your goals and has the knowledge and expertise to help you get there! I highly recommend Michelle for anyone who wants a transparent, knowledgeable CFP dedicated to helping her clients reach their financial objectives!!!

From the owner: Fee-based, Certified Financial Planners that can help with your overall financial plan. From real…read moreestate to your 401(k), we give you our honest advice and help you coordinate your finances.

This company is by far the worst at their job We had a…read moresimple Special needs trust that we paid close to $5000 in fees. They held my son's check for 7 .months and lied and sent false documents. I wouldn't call them fiduciaries. They are scam nasty people stealing from the vulnerable. Disgusting

My son died they didn't involved me in my son funeral services. they didn't tell when it's going to…read morebe. they promised me that my will able to transfer to California.

Raman has been a huge help to me! I've worked with him for several years and feel very supported…read moreby him. He is great at educating me on specifics (when I need it), respectful and yet challenges me to plan for my future by getting organized now!

Raman has helped me tremendously! He approaches financial consulting from an educator's perspective…read moreso you know and understand his advice to you. I recommend him!

Three years; first Spencer, then Roderick, now Grant. Aaron is the Advisor staying put. I've never…read moremet Aaron. But...Amanda and Evelyn are present, the foundation of the establishment. I am on lap 75 around our old Sun. Like my Granddad's 1952 Mercury, things are fragile, breaking down, not working like they once did. I cannot see, I cannot consume volumes of information as I used to. My late sister-in-law was a Honeywell electronics assembler for 19 years. The most regular hours pay she made was $13 per hour. About year 3 in her employment, an Edward Jones Advisor showed up in the lunchroom, talking about investing. She said Yes, added small monthly amounts to very conservative investments and was comfortable with her returns. As I diminished, I saw how she did under Edward Jones trusteeship. I moved my IRA/Roth/401k t9 Jones. In a week, a sister, brother and niece are visiting Edwsrd Jones with decent amounts of inherited investments. Entering the Edward Jones system, one follows an "investment risk" questionnaire. If you choose to play, an Advisor plugs you into the Jones System in your risk category bucket. And away you go. I watched my sister's investments 16 years. Jones has a set of standard funds. different risk and returns. You ride along, the funds do investing and rebalancing in the background. A lot like other investment advisors. This level of Edward Jones seems to be a training/proving ground, a place to add to an Advisor's resume. Spencer got married, settling in Coastal Orange County, CA. I really enjoyed Roderick's style. He was a former Florida State Assistant football coach. Our newest Advisor Grant, has a Finance Law Degree and some certifications. Like myself, a Coast Guard veteran. We will see how things go. Meanwhile, the AI Bubble increases, The Magnificent 7 represent one-third of the SP500, global debt is unprecedented and like my great-grandfather in 1929, margin buying - $1 controlling $10 worth of assets is unprecedented. Tricky navigation...

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.