taking too long.. very unprofessional at getting back to you about anything. i wouldn't not…read morerecommend using this firm and try your hardest to find anything else. too much of a headache to deal with them and stress

From the owner: We're CPAs and Advisors providing our clients with accounting, tax, and technology services to…read moreoptimize their businesses and personal finances.

Mr. Detlef Michael Schoeppler took over my account from another broker. I attempted to transfer…read moreassets and close out the account for over one year. I always received a commitment, but he never executed the directions after at least three promises. I was finally able to get the account closed by calling the corporate number. He did continue to withdraw the quarterly payments. I've had brokers since 1996, and have never experienced anything close to this poor of service.

From the owner: At Schoeppler and Associates, we subscribe to a team approach of financial planning. Each member of…read moreour team is well versed in all aspects of financial advising, but we believe someone who attempts to specialize in everything, in reality, specializes in nothing. With this in mind, we differentiate our practice. Each member brings an area of knowledge to the planning process which allows us to strengthen client relationships while delivering an outstanding experience. Our team includes a retirement specialist, insurance specialist, investment specialist, financial planning specialist and client service specialist; all working under the guidance of an Ameriprise Private Wealth Advisor. For more information on our unique approach, please visit our individual advisor pages or feel free to contact us directly. We look forward to working with you in order to help you build your confident retirement.

I have been working with Jeff and his team for a lot of years now and they have done a great job in…read moremanaging my investments. In dealing with Jeff one-on-one I have found him to be very knowledgeable, professional, and responsive. I find his updates on the market very informative and well timed, especially with the recent volatility in the markets and his breakdown of my quarterly summaries are very extensive. Hi highly recommend Jeff and his team. Stacy B

From the owner: InTrust Advisors is an independent, boutique wealth management and financial planning firm based in…read moreTampa, Florida. With over 25 years of experience, we specialize in investment management, wealth management, family office services, and comprehensive financial planning. Our expert guidance helps high-net-worth individuals, including those aged 50+, achieve clarity, confidence, and peace of mind for their financial future.

Kate O'Connor will help roll over your 401ks. I had 4, it was not as easy as I expected, and Kate…read morehelped me every step of the way. She makes investing easy to understand. It has been an area that I steered away from not knowing who to trust. Kate is really great, and I trust her experience and guidance.

Over the years that I have trusted O'Connor Portfolio Management and their team with my financial…read moreneeds, I have reduced my debt by half.They are honest, ethical, hard-working, and cares for his client's well-being.

Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my…read moreportfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio to achieve my goals.

I didn't "get" the real difference between an investment person and a financial planner. As a…read moresingle woman I am SO relieved and blessed to have Jorge on my shoulder to look at EVERY aspect of my financial plan and advise me.......AND put me in touch with the right people/ resources to carry out my plan (from insurance people to bankers etc). I wish....REALLY wish I hired him when I was 20! Thank you Jorge for being great at what you do and really caring about your clients.....I LOVE you!