I came to this coming when I first opened up my shop. I never expected to be shut down within 7…read moremonths of my business because of Covid-19. With that being said Green Capital is not working with me on payments. This business is my only income for my family. So, instead of telling me it's fine, don't worry about the payment until you get back open and going, you are taking it out of my bank still. I've sent emails over emails and nothing back. Can't return an email but you can take money. When this is paid off I will not being using this company again.

Great deal on a business loan asset based loans in the 25-50 k range. Spoke with the owner and got…read moreit done quick

I know very little about investing, but the good folks at Janney made me feel very comfortable…read moreabout the process. I met with Rich Rubin and we discussed what my particular goals were, how much liquidity I required, etc. I like that he presented a few options that were catered to my needs. I've heard from friends about other groups that promote a certain investment vehicle to all of their clients without hesitation. These are rocky times for investments, but Rich and I invested my money in a place that is safe and will give a nice return. I'd recommend Rich Rubin and Janney Montgomery Scott to anyone!

Broad Financial helped with my self directed IRA. At the time I was using another IRA custodIan…read morethat suddenly closed my IRA account. Broad Financial had the expertise to help me move funds keeping them in the IRA and helped me setup a self directed checkbook IRA that allowed me to purchase rental properties within the IRA. They are great at answering questions and give me the confidence to invest with my IRA

I contracted with Broad Financial to prepare my self directed IRA trust…read more Services were excellent. Would recommend.

I have been a Hedgeye subscriber for 5 years and tested long-term almost all their (expensive)…read moreservices, except the individual sector coverages (I opted to buy "The Call" on their annual subscription where the analysts share their views on the most important/best ideas by decor). I have also been buying competitive market r research/stock analysis services for over 15 years, many of the research firms and analysts I have been subscribing to are from Hedgeye's competitors (e.g. FS Insights, Elazar Advisors, Elliott Wave forecasts and many others). Some have been producing better results than others for my investment style, but all are often vehemently ridiculed and insulted by Hedgeye's front man, Keith McCullough, a self professed "winner", always playing at the "elite level" and here to rescue the retail investors from the pervasive lies of old Wall (Street). My experience with Hedgeye was mixed: performance wise, tracking all their services and investment recommendations, on average I have noticed an ongoing under-performance relative to market indexes, tracking since 2021 (time period 2021-2025 to date). The analysts calls are mediocre at best, with some exceptions. The analyst teams feels always deferent and subdued to McCullough and lacking a true edge on what moves markets. I can mention more than dozen recommendations that crashed 60-80% while been "best ideas long". The Macro analysis I have found superficial and lacking predictive power, it gets often rejigged and changed in terms of forecasts and prediction with subscribers learning about the change in perspective after the fact, when markets have already moved. Keith is very entertaining and a true force in front of the camera. It is refreshing and fun to listen and watch at his jokes, and if you like sports and hockey there is plenty of that to go around in his broadcasts. You will learn a lot about his family of hockey players, his past as a hockey jock, and his passion for the game, and for most sports in general. At times they do have good recommendations, and their short term approach of buying ONLY on bullish trends up with tight stops, at least numerically show a decent hit ratio if you're a short term trader. Problem is: the returns are often minor and negligible, often less than 1% before exiting positions. That may work if you manage millions, but it isn't worth the time and the costs for retail investors that need a more holistic, long term approach. In conclusion: they are very entertaining and make the world of finance a somehow fun topic to listen to, but if you're buying to drive solid returns and beat the market, you won't likely get that consistently, except maybe in significant market crashes where their short term orientation will keep you more protected to drawdowns of 50-70% (because you won't have much capital at risk when price action breaks trend).

S&P 500 is up 40% since March 23, 2020. Hedgeye was bearish the whole way up. Now, they go bullish…read more Hedgeye is bearish on 2 out of every 3 bull markets in the S&P 500. S&P 500 was up 10% off the March 23rd lows, and Keith McCullough was saying, "Wanna' buy it? Fine! Buy the highs". Sarcastic, discouraging people to buy. S&P 500 was up 20% off the lows, and Keith McCullough was saying, "Go ahead! Buy it. What could POSSIBLY go wrong?" Very negative on the S&P 500. 30% up and Keith McCullough was negative. 35% up... STILL bearish. NOW, Hedgeye goes bullish on the S&P 500. The economic data is still terrible, and Hedgeye is all about the "data driven process". If they were going to go bullish with terrible data, then they may as well have gone bullish back in April, or May!!!

I am a Greenwich Investment Management client who has experienced strong, steady, positive returns…read moreas well as some outstanding performance over the years. The firm's investment philosophy is atypical of what you find with most managers. Cash income from investments is a significant part of the performance. What this means is that my portfolio manager does not necesarily need to sell profitable investments to genrate the funds needed to buy new investments. This helps keep my capital gains taxes low. The firm also specializes in the kinds of municipal bonds that are typically managed within a mutual fund; but because the GIM portfolios are individually managed, my experience has been that the total return is greater than a mutual fund's return. The firm caters to high-net-worth individuals, so this is not a place for someone with a small portfolio.

I received a number of emails from Transamerica about retirement plans. I never really read them…read moreuntil last week. Wowza! I have $$$ funds in a 401(k) here! Most transactions are done online, but I never registered a user account. After trying multiple times, I was unsuccessful. Tried the website support and waited on the phone for 20 minutes and never got assistance. Finally called the sales toll free line. Of course, it was answered right away. Kaitlyn helped me get my user account online. Of course, I was using the wrong company portal. She stayed on the line with me every step of the way. Service was so great, I might roll over to their IRA.

Horrible shady company, requested a withdrawal from my 401k, and they keep telling me the check is…read morein the mail, its been over a week, and nothing. All lies they just don't want the money to leave their company so they can continue to earn interest on our money!! This has happened to other co-workers I know, so its normal practice for them to hold on to the checks for a while before mailing them out. So glad soon I will never have to deal with them again!

Fantastic firm that helps you get your Financial house in order. Financial Coaching using the right…read moreWealth Strategies that gives you a smart game plan moving forward !!! 5 Star Firm with 5 Star People and 5 Star Results !!! Thank you