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    Bob Young Financial

    5.0 (6 reviews)
    Open Open 24 hours

    Services - Bob Young Financial

    Current year tax preparation and filing

    Life insurance

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Bob Young Financial

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    1 year ago

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    6 years ago

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    4 years ago

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    7 years ago

    Bob is amazing at what he does, also a great guy. Good to know there's still people who stick to their word.

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    7 years ago

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    Metropolitan Life Insurance Company - Advert in National Geographic April 1930 Vol. LVII, No. 4

    Metropolitan Life Insurance Company

    (3 reviews)

    Flatiron

    MetLife has the worst customer service on every level. Their outsourced, offshore employees can't…read moreanswer questions to withdrawal my annuity account. I finally got my lump sum physical check on Wednesday, Sept 10, 2024, which I mobile deposit that same day. I believed that the check would be good, but no! It bounced. I'm overdrawn by $300, with a temporary week long hold until next Friday! I've contacted the Annuity Complaint Agent, by phone and email the last three days. No reply! No one uses their phone or email out of office notifications. Now I need to wait out my other monthly income to offset my insufficient funds on account due to MetLife's bounced check. Sure! I can loan MetLife money! Pretty damn shady and pathetic. Leaving me to hold an empty money bag with NO MONEY! Scam artists!

    This is the worst company I have ever dealt with!! Almost no…read moreone knows what they are doing. They are completely incompetent to say the least! I changed the beneficiary on my father's life insurance policy or so I thought. All documents were submitted and I was told the check would be issued within 60 to 65 days. That's an awe fully long time for a check to be issued. I as in contact with them multiple times spending inordinate amounts of time waiting for a representative to answer the call them to follow up and make sure there was no problem. They told me an important document was never submitted. This is after almost seven months of trying to get this matter resolved and submitting all the necessary documents. After speaking to a barrage of representatives, I decided to just submit the document all over again. I called them to make sure they received it. They had but here's the kicker, the representative told me they had the missing document. It was there all along, but no one could find it. How is that possible-gross incompetence is the answer. Stay away from this company unless you like to be tortured. Then just the other day something told me to call

    Golden Wealth Capital - Best Fiduciary near me

    Golden Wealth Capital

    (23 reviews)

    My wife and I needed professional advice about our finances, specifically related to if/when we…read morecould retire and had we saved sufficiently to live comfortably. Before we even got into the actual dollars, Pam spent a lot of time just getting to know us and finding out how each of us had dealt with money throughout our lives. She wanted to understand our experience so that she could give us advice that took our tolerance for risk and comfort with different ideas into account. She was VERY thorough in gathering all the information she needed, and continues to be very willing to answer the many questions that come up as we work through the process of making a financial plan for the future. The model she used to create a dashboard is very detailed and is giving us the information we need to make decisions. We could not be happier with the service she has provided and can happily recommend her!

    My wife and I were looking for a second opinion on our financial plan a few months ago. Thankfully,…read morewe discovered Pam during our search. She is easy to work with, thoughtful, and very knowledgeable. Her initial approach is ideal and after hiring her to create our plan, we were pleased with her caring and detailed approached to gathering all the information needed to build our plan. She was able to walk my wife and I through our current and future goals ensuring our plan would meet our needs. We are so glad we got a second opinion, Pam was able to show us we were in a better financial position than we thought and was going to save us hundreds of thousands in taxes that we could use to improve the quality of our life style. The best part of the experience was when Pam was able to clearly show my wife that she could securely retire immediately. We had planned for her to retire this year, but she was anxious and unsure we were in a position for her to truly quit working. My wife has thoroughly enjoyed being retired this year focusing entirely on appreciating what life has to offer. Much appreciated Pam :)

    Bob Young Financial - financialadvising - Updated May 2026

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