Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

Been with GK since Day 1. Best financial decision I ever made was to believe in Danilo Kawasaki. My…read morekids and grandkids will be grateful for that decision someday!

This review is late, but better late than never. I had just retired and was looking for a place to…read moreroll over my 401K. I had been contemplating on an annuity to supplement my retirement . Rick at Carington's was the agent working on this. One afternoon in 2016 just before the Presidential election Rick calls me at my home and urgently instructs me to convert my 401k which was 100% in stock to cash as everyone new that the stock market was about to crash. Unfortunately I acted on his advise. It makes me sick to my stomach to think about the fortune I lost acting on the horrible advise of Rick Bavetz at Carington Financial. To add insult to injury Rick was not man enough to ever contact me again to about to address this horrible mess he created.

WOW, a terrible representation of the "Heart of a Teacher"…read more.. As a fan of Dave Ramsey, my wife and I were/are in real need of a SmartVestorPro. Unfortunately, Rick Bavetz & Carington are not what Dave tells us about. After the initial conversation I sent over our financial information and was set up by Rick and his office girl Carolyn for a zoom call to start a possible working relationship. I left work early a week ago to get home and be set up ready to go... Nothing, no call. I texted, emailed, left messages nothing. Ghosted, like the teenagers do. Still no communication (complete Crickets). I'm so sorry I sent our info and now feel exposed by this terrible experience. I'm certain this is not the type of service or people that Dave Ramsey is expecting to represent his program. I highly recommend not contacting or using Carington or Rick Bavetz because of my own personal experience.

I love VELOCITY MORTGAGE! They are the best and easy to work with. My AE is awesome and very…read moreresponsive on any questions or issues that may come up. Thanks Velocity for always taking care of us!

This is by far, the worst commercial lender I have ever worked with…read more They create term sheets on basically every deal and then never fund. I had two instances where they: #1 - quoted the deal and proposed a term sheet #2 - completed a cumbersome due diligence and scheduled a closing date #3 - rejected the loan the day before closing One loan was for $700,000 or 50% LTV The other loan was for $4mm or 40% LTV How do these guys screw up low leverage deals when the DSCR is well over 1.5? A completely incompetent and dishonest group. A guy named Mike M was such a lazy dude from California who screwed up everything he did for me. tell you one thing... change it to something else with just made up reasons. It's the most unprofessional lender around besides the Hard Money and MCA thieves in NYC.... but not too far from that. F Velocity!!!!

Definitely agree with some of the points regarding Customer Service. Not sure why there aren't more…read moreseason individuals with the skills needed to deal with a variety of people. I don't like when people give "you didn't ask those more questions and I'm not going to suggest research or give advice" vibes. How would I know what to ask them? I don't work at an investment firm, but you do!

Horrible customer service. Had a problem, tried to work it out. They are completely inflexible…read more In the end there was a $30 fee at issue. It went on and on and in the end they were willing to lose my business (multiple accounts) over $30. Pulling everything. Recommend going with someone else if you have the choice, these folks are weirdo amateurs at the end of the day in my opinion. $30...geez.

Nice place. Went to a Second Sat here, also to a financial event they put on for "Women in…read moreTransition" twice a year. It was excellent and free, informative and I highly recommend this business.

Over the years we have done business with many investment firms. Robert Katch has assembled the…read morebest team. Every one there is on the top of their game. Proven time and time again they do the best to protect our investments and maximize returns. Over the years we have aged and now have a more Conservative need of protection. Manchester made this adjustment seamlessly anticipating our needs and concerns. We would highly recommend them to every one.

Well we have been with all the major trading houses for decades... And we make our own decisions…read more We really don't need trading guidance... So our observations are limited to the past half dozen visits with varying chores addressed. They've ALWAYS been first rate professional and compliant with expected conduct ... I've been securities licensed for decades in the past so my perspective might go beyond the ordinary. At any rate, I've never had cause to consider moving our positions elsewhere.

I have some advice for anyone seeking helpful answers, If you want legitimate help choose someone…read morein a supervisory position. The "beginners", besides having little experience, aren't equipped to offer good advise or direction. I got a smart aleck and Learned the hard way.

HIGHLY recommend MainStreet Financial Planning. We worked with Vida and she was super engaged,…read moredetail oriented, and seemed to genuinely care about us, our goals and working with us to help achieve them. I have recommended them to multiple friends. 5 STARS!!!

We've been working with Anna and MST for years. They are very responsive and truly dedicated to…read moretheir craft.

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.