I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

creative planning is the sloppiest firm I've ever encountered. they sold my family a "trust" then…read moremessed up every single area. our estate was stuck in pRob ate, we lost tens of thousands of dollars, and they reverted to "we can't give legal or tax advice" after they hosed us. they could not even take the time to get our names and addresses correct. and repeatedly pawned off our large account to underlings - shame and beware - made mistakes constantly then hid under the "we aren't lawyers" umbrella. Scam

I'm a really big fan of Fidelity!…read more We needed to have some one on one time with a financial advisor. I found Brenda on their website and made an appointment with her at our first available. My wife and I both liked Brenda and the way that we were treated at the office. It's a very nice new office and the receptionist is excellent as well. We were curious about a few things for our retirement planning and Brenda helped us quite a bit. She was very kind and generous with her time, and answered all of our questions. We feel that we are on the right track and that piece of mind is invaluable. I highly recommend Fidelity.

No one should EVER have to sit on hold for over an hour to discuss THEIR OWN MONEY. Terrible…read morecustomer service making someone wait when YOU ARE HANDLING THEIR MONEY. I am beyond irritated. Enough to move all my accounts somewhere else that will not leave me on hold for an unreasonable amount of time. Totally unacceptable.

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

1 Star Review - RTS Financial / Ryan Transportation (Factoring & Fuel Card)…read more I do not recommend RTS Financial (Ryan Transportation Services) to any trucking company or owner operator. They advertise one thing, but the reality is completely different. They charged me a 1% fee on the platform/app, and then when the money was deposited, I noticed another deduction, meaning the numbers did not match what was shown in their app. Also, they told me their fuel card savings would average 50 cents per gallon, but that turned out to be false. The best discount I ever received was around 29 cents per gallon. Another big issue is communication and transparency. They were not clear with the contract details, and I had trouble getting copies of the agreement they originally sent. Overall, I had a very bad experience with RTS factoring and their fuel card program. I recommend trucking companies be careful and read everything before signing up.

They continually are causing us problems with being able to business on a daily basis. All for one…read moremonth of getting behind. we have been current for a year now and they continue to have a blackballed making it very difficult to operate. they are the gate keepers and key masters someone has to check these guys as they seem quite shady.

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

In Dec 2019 I was quoted by Jeff Walstrom $775 for health ins. for the 2020 year. I agreed to the…read morepolicy and enrolled in auto debit for the pmts. In Jan of 2020, I received an email from Jeff Walstrom stating my ins. would go up to $910 a month effective Feb 1, 2020. I complained and reminded him he quoted me less than 30 days ago, so he agreed to honor the $775 price through May of 2020. In May of 2020, I was charged 910.00 which was not supposed to happen until June of 2020. Then in June of 2020, I was auto debited $1035 without any notification from Jeff Walstrom or BCBS. I emailed him several times and sent him a copies of the rate sheet he provided. Jeff stated the rates increased again in June and the rate sheet was now expired. Now I am paying over $1035 a month for a policy that was originally quoted at $775. My rate was increased of $261.76 in 6 months. I also never approved the auto debit amounts to raise or be changed without my knowledge, so I am filing a BBB complaint. Jeff Walstrom is not a good agent, nor is he good with communication, nor does he follow-up on anything. He quotes you and enrolls you into auto debit, then takes more money that he is supposed to. CHECK YOUR AUTO DEBIT if you have a policy with him.

From the owner: Our clients derive their greatest benefit from our vast industry knowledge, experience and the…read moreextensive list of value-added services that we provide. Our growth model is founded on the premise that a strong partnership will ultimately provide our clients with the best long-term solutions. Bukaty Companies is comprised of five separate but integrated divisions.: Employee Benefits, HR Consulting, Benefit Administration, Payroll & Accounting, and Property & Casualty.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

I can't even begin to thank Kristen enough for all the help she's provided me. I was in such a bad…read moreplace with credit card debt and starting up my own small business and I didn't know who to turn to. In 2 months, she completely reorganized my financial life. On top of that, she truly cares about her clients and realizes money affects every aspect of our lives and not only is there to improve your financial situation but she honestly helped improve my whole life! She is a wealth of knowledge and taught me so much. She exceeded every expectation and is highly recommended.

From the owner: Money coaching, personal finance, mobile notary publicread more