We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

My experience was much more positive than I had anticipated. They were professional, interested in…read moremy needs, very personable, helpful and friendly.

I made an appointment to come in and the confirmations of that appointment were vague about who I…read morewas meeting with although I already had an advisor there. As I show up they tell me that I have an appointment with the very nice person who schedules appointments. He sat down with me and tried to appear like he could do it. We didn't do anything and when we stood up to leave, I shook his hand and it was very sweaty. I felt bad for both of us. It was obvious he wasn't supposed to even be in an investment appointment.

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.

It has been an amazing experience working with Pillot Capital. They have shown me and given me the…read moreconfidence to be more than just a 9 to 5 individual. That I too can have financial freedom if you have your hard earned income working smart instead of you working harder. I have learned so much from Pillot Capital that I am looking forward to keep working and earning more to be a step closer to the ultimate goal of financial wealth.

From the owner: As careful stewards of capital, we strive to invest in assets that create lasting value for our…read moreinvestors, the companies in which we invest and society at large.

Asset Strategies' leader, Alan Rothstein, has been my financial advisor for over ten years now…read more During the financial crisis they safely guided my portfolio out of the Stock Market during record highs, and then back in when the markets quieted. This allowed me to sell at the high and reinvest at the lows! Portfolio has had significant returns during turbulent and non-turbulent times, w easy access to their expertise at all times. Their knowledge of taxes, management level knowledge of numerous funds' management, the markets, and investment psychology has been an integral part of my family's financial success. I've referred a number of friends to them w similar positive results... Personal service, the confidence of fee only services, and access to both legal and tax expertise, make this a winning combination.

Ron is very knowledgeable. Appreciated his words. I'm sure some of his tenants could complain --…read morebut he is fair from what I view.

This is a review for the coaching. As someone who is a former dedicated diy person and who once…read moreswore that everything can be found for free on bigger pockets or by reading books I am literally forever changed. The coaching at ct reia has been life changing. Yes the content can be learned for free by yourself if you dedicate hundreds of hours and have a way of figuring out what is true and what isn't , but that is not what the value is. The value is having someone hold your hand whenever you have a question that is local. It's someone who drives to your property once you purchased it and does a walk through of what you should or should not do. It's someone who says don't worry use my contractor for that. Or did you consider doing this? Rich and Mark have provided me with so much support on the rehab front that I am beyond grateful. Ron has also toughened me up on the tenant front to keep it as fair and professional going forward. This is so far my best real estate investment. So yes I personally recommend it!

Jason Sgroi is so helpful, reliable, and knowledgeable. We have had an amazing experience and are…read moreable to plan for the retirement we have always dreamed of. I HIGHLY recommend Sgroi Wealth Management for financial planning, investment and insurance needs.

This bank is beyond any of my expectations. I have dealt with banks around the country for years…read more The personal service and connections this bank has made with me and my family has surprised me. This is a unique bank. They are committed to something long lost, client service, and real interactions with those who are customers. I have experienced it from every single person I have dealt with at various branches. The manager, Missy, and the assistant manager, Zak have both made sure to reach out to me on different occasions with personal service. I am just a regular customer. I do not have a lot of money. I am not a wealthy client. And yet, they treat me as if I was a billionaire. I wish all businesses were as good as this bank. Life for us as consumers would be heaven.

My family has been banking here for more than 15 years. Tellers managers loan officers etc. have…read morealways been extremely kind and helpful. That has been my experience the bank services its own loans, And I've always had an understanding ear if there happened to be an issue to resolve.