Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

Isabel is one of the best professional I have work with. She is very professional, very sweet and…read moretakes her time to explain everything with much detail. I highly recommend her.

From the owner: Insurance and Financial Servicesread more

Great for retirement planning, very professional and knowledgeable to make the most of your…read moreretirement.

From the owner: Safety 1st Financial is built on a foundation of principles that guide us every day. All of our…read morerepresentatives are highly accomplished, knowledgeable and fully licensed. We proudly represent some of the oldest and strongest financial institutions in the world. Safety 1st Financial believes that the more you know about your money and how it can work for you, the more you will appreciate our services. We offer better rates and higher yields with no fees paid by you. We have developed a unique approach that focuses on the preservation of principal, in addition to educating you on the problems you will encounter in retirement. We believe that you have worked hard for your money, protecting and growing your nest egg is what we do best. Our clients are not interested in gambling their retirement savings. For that reason, we do not offer any financial vehicle that places your principal at risk.

My husband and I cannot say enough good things about Pastor. He is such a professional and at the…read moresame time so relatable. He made us feel so comfortable. He answered all of our questions and took his time to explain everything in detail, so we would be confident in the decisions we were making. I'd highly recommend his services!

From the owner: Experience Certified Financial Planner™ specializing in Retirement Planning, Investment Management,…read moreand Estate Planning.

After speaking with several financial advisors I decided that Encore was the best for me. Not only…read moredo they know what they're doing but Encore is providing more value than anyone else I spoke to by a mile. Having my taxes, investment management, and lending all under one roof is what I needed and no one else was offering that. I recommend PCM Encore to anyone looking for investment management.

From the owner: Encore Investment is designed from the ground up to put clients first. We are an independent,…read morefiduciary financial advisor who takes an in-depth, comprehensive, and planning based approach to helping you meet your financial goals. PCM Encore grew out of the multi-billion family office of Michael Paulus and our investment counsel reflects the sophistication and individual client focus of our family office background.

People are nice and very professional. Daniel is very knowledgeable and patient with us when…read moreexplaining our freedom number

Great advisor and you will be treated as you are a family member…read more I trust they experienced and knowledge.

Stuart is the BEST! He is awesome smart with his talent and crazy good with client response time!…read more A true professional he is. Been enjoying his professional services and advice for many years. He handles my personal and business returns and would recommend him to anyone looking for a good solid CPA. I rest easy at night knowing he has completed my returns with no nonsense fluff or deceptive practices. All at a reasonable price that is worth every penny. Services not inexpensive, but remember: you get what you pay for! No crazy homeless looking folks dressed up like Lady Liberty here! Just good ole fashion number crunching perfection. Thanks Blum and Blum! You guys RULE!

I have been with Blum and Blum for a few tax seasons now. Mr. Blum has not only saved me money, but…read morehe has helped set up my business, helped me file as a single man, and now as a married man. At Blum and Blum, they are really responsive and do good quick, quality work. They are passionate about what they do. They helped me figure out the right time to open up a retirement account as well as set up a great mutual fund account. I am glad I used them for my taxes and financial needs.