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    Bloomfield CFO

    3.0 (2 reviews)
    Open 8:00 am - 5:00 pm

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    11 months ago

    This firm has been amazing to me! I've saved a lot of money and headache! I have only had the best of experiences

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    5 months ago

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    Capital Wealth Advisors

    Capital Wealth Advisors

    (6 reviews)

    Changing from a 5 star to a 1 star! I originally wrote a very positive review about Mike Stevens…read moreand Capital Wealth Advisors when we first met and signed up with them. Close to the end of year one my husband and I transferred some money from an IRA to a new Roth IRA. The amounts transferred were the same for both me and my husbands so it was easy to keep track of In December we found that for my new Roth IRA account the initial amount had not been invested. My husbands new Roth IRA was growing and my new Roth IRA seemed to be dormant. We brought this to Mike's team at Capital Wealth Advisors they said it hadn't been invested and would let Mike know. In February of the next year it was still dormant and not invested. Talked with the new president that Mike had put in place and was told they would fix the issue as it was their fault. In talking with Mike a few weeks later he told us that he had a conversation with his team and that they could NOT do anything about it. In April it still had not be allocated/invested. On August 1st on a zoom call Mike apologized to us, as he was confused as to what had happened and stated that it indeed was their fault and they "would make it right" as of that moment. He said my Roth IRA would then match my husbands Roth IRA. On August 13th my husband wrote Mike an email asking why it had still not been taking care of as promised. Mike wrote back saying that he had been out of town and was still "working" on it and that aslo maybe we should part ways and he would then turn our account into a "retail trade account". They finally could only mail me a check for the amount I would have gained on the account had they invested it. Problem with that is, I am not really made whole as promised because I am going to have to pay taxes again on that money and could not simply reinvest it because I am retired. We stated that to Mike and all he could say is "check with your tax advisor". So it was not made right nor whole.

    Mike is total jerk to deal with. He will be super nice to get your business then flip a switch…read more My advice is to go somewhere else. Never saw anything in 5 years with my investment.

    Bloomfield CFO - financialadvising - Updated July 2026

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