I wanted to take a moment to recognize the outstanding customer service at Specialized IRA…read more After a recent conversation with Alisha, I felt compelled to share this publicly. Nicole has been exceptional in managing my case transfer. My schedule isn't the easiest to work around, but she has remained consistently engaged and proactive. Every Wednesday, without fail, she calls with updates and keeps everything moving forward. What could have been an overwhelming process was made simple because she took the time to guide me through each step. She made something complex feel manageable. Camille and Nicole have also been incredible--always kind, friendly, and genuinely helpful. Every interaction feels warm, attentive, and professional. That level of consistency is rare. It's not easy to find truly great customer service today, but this team stands out. They are not only highly capable, but also genuinely pleasant to work with--and it shows in every interaction. Whoever is responsible for building and training this team deserves real recognition. This has been, without question, the best customer service experience I've had, and it makes a meaningful difference.

I've been working with Specialized Trust Company for the past five years. Their support team is…read moreexcellent to work with. Most recently, I've been working directly one-on-one with Alisha. She has been helping me with several important issues. I've been very pleased with how thorough she is, with her answers to my questions, and how genuinely helpful, thoughtful, and kind she is. Also, her follow-up is second to none! Alisha sets the standard for 'Five Star Customer Service! A rare find these days!

I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

I wanna thank John and his staff for not only his stellar service but his contribution to the…read morecommunity! Highly recommen!

I needed help with my Financial Invest Account and Mr. Marcelli got me back on track in less than a…read moreday! I highly recommend his insurance and financial advising services!

Agent Christopher at Cynthia 's office was very efficient and accommodating in adjusting insurance…read morecoverage on two vehicles and setting up monthly auto pay for our bundled home and auto, etc. policies, typical of the excellent service provided over 20+ years from this State Farm agency! The Campbells

Nicest and most helpful people in the business. Always very responsive and willing to answer…read morequestions. Wouldn't trade them for the world!

I have known them and done business with them for a number of years and have had only positive…read moreresults. They are very professional, understanding and forthcoming. I highly recommend reaching out to them for your insurance needs.

Sarah and her team are EXCEPTIONAL in their care and service for their clients. They exceeded my…read moreexpectations with their professional, timely, and expert communication, advise, and guidance. I knew what was expected every step in the process and appreciated the updates along the way. If you need someone to help with your home buying or refinancing needs, contact Sarah. You will not be disappointed!

Very polite and professional staff thank you very much for getting my family's 1 home in a timely…read moremanner

Friendly and efficient. Very knowledgeable. Always gets me the most for my refund. Stayed in…read morecontact with me as my taxes were being done to let me know what was going on.

Oddo Financial Services goes above and beyond to help their clients. They do a fantastic job…read morestaying on top of the books, but they also analyze the data to see what changes you could potentially make or where to cut or increase spending. They are all about finding ways to make your business more profitable. I absolutely love working with Kate and her team.