A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

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.

definitely should have a class action suit against them for harassment. Never gave consent to…read morecontact me and call 5 times daily and leaves messages even after 10+ times of asking to be put in a DNC list. I really wanted to give them ZERO stars but that wasn't an option.

I cannot get them to stop..... block the number, they call from another fake number. push the…read moreright buttons to talk to someone and ask them how to get off this calling list. they say they will remove and get 5 more calls... and it never gets off the list. Been going on for months now.

I've never met a financial planner like David Treece. He really cares about people, and his clients…read moreare treated like family. It's scary when parents get old and doing the right thing doesn't come easy. But at Treece I was made to feel like everything would be taken care of, and it was. They knew the best people to call for everything like healthcare, assisted living and long term care that didn't break the bank.

From the owner: TreeceFi is your Retirement CFO…read more Financial advocacy for those aging alone and the LGBTQ+ community. Get honest answers to every question. No jargon or industry lingo. No pressure or sales talk. Maximize your income for life. Our job is to not only create a lifetime income plan for you but to also help you prepare for unexpected health care and long-term care expenses that may increase over the years. Gain a team who fights for you. When financial injustice occurs, we are strong advocates for our clients. Securities and advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer, and a Registered Investment Adviser. Cetera is separate from any other named entity.

James Senior is a great financial advisor, he takes the time to listen and get all your questions…read moreanswered. I would definitely recommend James Senior if you are looking for a financial advisor.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Will not stop calling me. They said I inquired - I politely said I did not and have no desire -…read morethey just keep hanging up. I operate 6 vacation homes and cannot have my business phone tied up with solicitors

I highly recommend Rick Giambanco's services. His customer service and follow up is top notch…read more This is the second year through his review of our bills he saved us money, our time and improved our service. You can trust Rick and pretty certain he will save you money as well through a pretty easy process.

Their whole team are not experts at what they do, at all. All they can do is send regurgitated…read moreletters monthly to the bureaus, crossing their fingers that something happens. I spend months and months of payments to them for them to fix my credit and nothing at all happened. Not even their so call last resort of utilizing a lawyer (not a lawyer, but paralegal) is fruitless and another waste of our time. Do yourself a favor and cancel your contract from this agency as soon as you get a bad vibe, which it will be as soon as the first month.

Every specialist at Credit Right Services are extremely helpful. My credit has shot up ever since I…read morestarted. I recommend them to everyone!

***SCAM***Signed up for Student Debt Doctor and 12 hours later I realized I did not want to follow…read morethrough with the program. I canceled my payment plan within the 3 days of signing up...but NEVER got my down payment of $150 back! (They give you a 3 day grace period to cancel.) Every time I call the company it goes to a voice mail. Every time I email the company I get an "error" message. I 100% believe this is a scam. Learned my lesson. *****DO NOT GIVE YOUR PERSONAL INFORMATION TO STUDENT DEBT DOCTOR******

Ultimately elated about the process and the savings of over $1300.00 a month. Thank you for the…read morephenomenal customer service!!!