There are no words how horrible this company is. Trying to…read morewithdraw my money from LPL for 6 months and still dont have it. Theres a different story every time I call! Please research all the bad reviews about this company and you will know!

LPL was handling our Rollover IRA, not our choice. When we decided to move our funds to a different…read morecompany, LPL said we needed to liquidate the accounts into cash. That was more than 3 weeks ago, the money is sitting idle, and they are unresponsive. Our retirement funds are sitting in their account, and they keep saying it is in process.

Vast amount of information. EZ to navigate. Appears to be all inclusive…read more I personally see no need for additional subject matter at this time. Diane Aratani

I lost several hundred thousand dollars in the 2007-2008 recession, due to many years of following…read morethe leads of poor or untrustworthy investment advisors. Then I discovered ATS, by attending a free all-day seminar they presented (in Palo Alto, CA). Sandeep and his team (mostly Steve) helped me set up a large trust-owned life insurance policy; an annuity inside my IRA; and two investment accounts, one inside the IRA and one separate, that they actively manage. They handle more than a million dollars worth of assets for me, based on my specific investment and family needs. They have my complete confidence. I recommend getting to know them by attending some of their free presentations. The former all-day seminar on trustee strategies is now being presented in weekly two-hour Zoom sessions.

Tyler came highly recommended and has been helping my family maximize our money. He is extremely…read morethorough and I wouldn't trust anyone else with our future

Where do I begin??? First and foremost, Tyler from Tidemark Financial Partners came highly…read morerecommended to me by my CPA, and now I know why! I don't recommend anyone doing what I did, but I had to find a Financial Planner and Third Party Administrator mid December to apply for, open and fund a corporate sponsored 401 (k) plan by December 31st. This is not something just any 'ole Financial Planner can whip up and this is NOT an easy task, but Tyler went above and beyond to make it happen and with days to spare! He and his team are incredibly respectful, immediately responsive to calls and emails and Tyler takes the time to really explain everything so I can understand the information. Tyler is a friendly and patient person and very professional. I am beyond impressed and look forward to many years of working together! Thank you for the top notch service! ~Cristina I.

Don't waste your time in this company. They don't even know who they want to hire. I got an…read moreinvitation to have face to face second-round interview today. However, they cancel it right before the meeting when I arrived at their office. The reason they told me is that they do not hire people who need a sponsor. But we had a phone interview two weeks ago with clear sponsorship required. The recruiter told me that his boss did not reply to him until 8 mins before the interview. Obviously, internal management is terrible. Also, this company shows no respect for your timing.

My father , mother and I attended a zoom meeting. My father works for Chevron and I was assisting…read morehim through retirement as finances are not his strength. My father also was diagnosed with a serious heart condition so planning was important. . So I am speaking for all of us as I write this review. After attending the Zoom-Webex hosted by Tyson Mavar right at the beginning of the pandemic in 2020 on my Chevron Pension Plan. There were slowdowns at Chevron in early 2020 and with the stress of Covid and potential layoff I needed someone to take some pressure off. After the Webinar we all still have many individual questions on when should we start my pension and retire, Chevron Lump or annuity, interest rates, Social Security offset issues and benefit commencement. So I booked an appt. After the appointment and then the second followup we all felt a form of relief. We now had a vision on the next 10 steps I would take through 2020 and 2021 and knew I would not make any substantive mistakes. In late 2020 bad news hit the family and my father passed away. Although not unexpected it still turned our world upside down. We are lucky to have made the Webinar and Zoom appt in early 2020 and lucky to have found The Retirement Group. It feels so comforting to know that Tyson and the TRG Team truly care about my family's Chevron retirement planning needs and goals. Their investment recommendations and strategies are tailor-suited just for us. We have been a client for over 14 months and have full confidence in the professionalism of our advisor. They understand our risk tolerance and Chevron retirement planning goals and provide me with a portfolio that meets my on-going needs. At family and friend get togethers we still talk to my fathers coworkers at Chevron about Dad and how The Retirement Group helped us get through those days. It sounds quirky but I got so excited when they sent me a beautiful plant with engravings on how we would grow through retirement as a thank you for referring other Chevron family friends to them. Also the little gifts of sugar cookies are the best, and send a signal that they are thinking about our needs.

This is a very generous company that treats all their employees and clients with the highest…read morerespect. With TDAmeritrade, you are priority number one. All the staff and team managers of each department are always ready to answer your questions and concerns. If you don't believe me then, just drive around in the parking lot. There's people that are always taking calls while walking, parking their cars, taking a smoke break and even while exercising in the park towards the rear entrance. Another impression I get when I drive in is that this place looks like Palm Springs! You get that resort vibe PEOPLE! And as for the other 1 star reviews, I think they were just on their PMS. All they really needed was some chocalates and melatonin. Case closed.

This is Michael Monroe Mckenzie and I need someone from the Investment, Trusts, and I.R.A…read more department to call or Text me about my accounts and how I can access these accounts. Your Transparency hasn't been very Transparent. The S.E.C. or the FINA and many more should know about your secrecy. Laws have changed but your business hasn't been complying to them. It's 877-430-CELL you do. Thank You MICHAEL MONROE MCKENZIE

I have been using Dave Brooks as my financial advisor at SagePoint Financial for about a year now…read more He is, by far, the best financial advisor I have worked with. He is informed, responsive and always keeps my husband and I up to date on the status of our accounts. Highly recommended!

My partner and I created an LLC and dissolved it shortly afterward realizing we didn't need it. We…read morecollected no revenue, did no business, didn't employ anyone. A zero tax filing was all we needed. We sent our zero-tax filing to the FTB and after getting a bill with almost $700 in late fees we realized we sent the form with the wrong date - 2023 instead of 2024. We called San Diego, CPA to get some help on filing an amendment to this document. They tried to charge us $850 to file this amendment - an amendment we later realized involves changing a single number and checking the "amended return" box on our 568 Form. Inflation is bad but who knew five minutes of labor, printer ink, and postage cost so much! If my partner and I took the experts at San Diego, CPA at their word we would have wasted $850 for something we easily could do ourselves. Instead of trying to actually help us, San Diego, CPA tried to take advantage of our lack of domain knowledge and make a quick buck. San Diego, CPA caused both me and my partner considerable stress and I highly discourage people from conducting business with them.

Professional and amazing staff. Very helpful with everything they can! We have been using these…read moreguys for almost 1 year now and couldn't be happier. So glad we found them! Do yourself a favor and give Alex and his staff a try for all of your tax needs / professional business needs.