RPOA is nothing more than a money hungry organization with a proven failed procedure to protect…read moreretirees from market downturns!! I personally experienced this failure and lost a large sum of money!! Stay Away!!!

Transferred an IRA into RPOA in 2023. Initial communication was great but once they had my funds,…read morecommunication was not good. In the past two years, I had two meetings and in 2025, I would call to discuss my account with my "assigned" rep. (Jordan), and was unable to speak. I left messages and even set up a meeting, but no communication until I finally requested my money be transferred to another firm. Then my assigned rep. (Jordan) still did not contact me, instead his assistant has been my POC. Not a good Customer experience and as others have mentioned, unless you are constantly adding money to the account or have 7 figures invested with them, they are silent and distant. Would not recommend if you are someone who wants or needs to have quarterly updates.

Steve and Gayle bring both an abundance of knowledge as well as a wealth of caring. Highly…read morerecommend Interlinc Financial!

Genuine caring and skilled consultants. Always there when needed. I would recommend them…read morewholeheartedly.

Awful place to work at. They prioritize finance bro's who continue to underperform instead of…read morepromoting their employees that show consistent results. Kissing a** is a necessity here. Don't even get me started on the folks in charge of departments that handle your money. Stay away...especially if you run into Jared Wright, who is the worst manager I've worked for in my 24 years in the workforce.

Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

Great customer service!! Everyone is so friendly and…read morehelpful!! This credit Union knows you by your first name rather than an account number like most banks.

Terrrrrrrible service today and discriminatory behavior toward our elderly friend who we took to…read morerun an errand today. They did not complete his transaction and when they called later to validate what he had wanted they did not ask any cpni validation information to ensure they were speaking with the right person. So transaction was not completed, our friend now will face a penalty from the institution he was trying to send wire to and now we have to deal with RBFCU again. Terrible bank...can't wait to leave and go to SWACU.

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.

I've worked with Bob Brooks, owner of Prudent Money, for close to a decade. He has great integrity…read moreand is a man who walks with The Lord. He has a personality that puts you at ease and conveys competence and humility simultaneously. He's also just a fun guy and worth getting to know. He can be found on the radio 91.3 weekdays at 3:00pm. If you are looking for a financial advisor who gets the big picture while mastering the details then... Welcome Home!

Yoozy has been great for my company. They cold called us in 2017 and we switched over to their…read moreservices. They have saved us a lot of money in the past two years we have been working with them. Yoozy has made all our merchant services a breeze with their transparent fees and great customer service. Our experiences with them has been much better than previous company's we have used. Highly recommended. Great rates. Great service. Great company.

I believed all their lies about saving money and customer service! It's been weeks trying to…read moreresolve a simple issue. I can't get a hold of my rep for about a week at a time regularly and it's only been a couple weeks! Hidden fees and what feels like complete disregard. I signed the contract and now you're no where to be found!

Have been Schwab customer for 36 yrs. They offer dynamic financial services,... These guys are not…read moreonboard with Corporation, steer clear of this branch. Have a couple of incompetent kids running the front, got a bad attitude toward senior citizens. They will leave you hanging, and get angry if you call them out. Cannot believe the Corp. has not cleaned house, started over. Schwab is great, but these Bozos are not on the team!!

They have the worst customer service. It is 2024 and I literally have to go to an office to…read moreconduct business