I have called the Armstrong group 3 times for a booklet on trusts and have Never received any…read moreinformation or a booklet from as promised. I have spoken 3 times with the person who answered the phone. Each time they have taken my mailing address and then NOTHING. It's been weeks. If they can't even send a booklet in the mail I wouldn't want them handling anything else.

I have done business with Barry Armstrong just about when he came into business. My wife and I knew…read morewe needed an advisor because we were retiring and were totally mesmerized by all,the offerings at that time. Believe me it is scary to relinquish control of all your financial accounts but we did and 14 years later we are totally happy with what Armstrong Advisory has done for us. Through all the turmoil of the past decade,we have not lost a penny. What I looked for was an honest company based on integrity and I got that! I need financial security in my late years and that is still a priority and feel confident ,it will continue. Thank you Barry and glad I met you.

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

Do not ever work for this group if you are a minority!! I was hired as a temp, basically helped…read moreclient service department catch up on ll their work. One weekend I was admitted to the hospital my lovely manager tells my recruiter they want to end the assignment. Clearly it was due to me being sick which is ILLEGAL, but of course they gave a fabricated reason that I had performance issues due to personal calls. Excuse me? Personal phone calls is not a performance issue do not insult my intelligence because you don't want sued. What a coincidence that my assignment is ended when I'm in the E-R or the beginning of the new year when I finished all their work for them.

Karen is an absolutely phenomenal resource for anyone looking for accounting expertise. As a…read morebusiness owner and investment property owner I needed someone with a multi faceted approach to both aspects of my income. She had insightful ideas and extensive knowledge that helped me not only from a tax perspective but from a long term investment strategy position. I highly recommend Karen for all of your accounting needs, she is thoughtful and extremely knowledgeable in her field. She has helped me in so many ways and I can't recommend her enough!

I highly recommend Karen and her team. She is professional, provides me with personalized attention…read moreand never ceases to amaze me with her quick responses and thorough explanations on all my tax matters. Having Karen by my side over the last couple of years has made the process so much easier!

When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

The firm focuses (per their website) on finding talented fund managers from Fidelity, Vanguard,…read moreand, purportedly, any investment management firm with a great process and talented managers. Fees are an enormous hindrance to performance and Advisor Investments claims to find funds with fair fees and hot managers, which is certainly admirable, until you consider that 95% of active managers fail to beat their benchmarks over five year periods with the percentage dropping perilously close to 0 after 10 years, and also that Adviser Investments appears (from information found online) to charge at least a 1% fee for the trouble of finding these managers with fees being negotiable for very large accounts. Add the cost of the fund to AI's fee and you MAY be looking at all in costs of 1.5%. Add a managed bond program and, per fee schedules found online, you are potentially bumping up against 2%. I'll spare you the math of what a 2% hit on a $1mil portfolio looks like after 20 years, so let's just say it's two less grand-kids you can send to college...really good college. To make things fair you're probably thinking I should subtract the cost of an index fund from that 2% calculation as the money has to be managed somewhere, but I won't because a few large managers let you buy the market for free these days and one day they will pay you for the privilege: that's right, ETF's with negative fees will be available within the above mentioned 20 year period (look up 'ETF securities lending' to find out how), so if anything I should increase the 2% figure. To be fair, many investment advisement firms sub out the actual investment work to mutual fund managers (does your mechanic sub out the mechanical work to other mechanics who charge an additional fee?) what interests me about this firm is that, per their website, AI's chief investment officer has degrees in theology and literature and upper management appears to have a background predominantly in publishing (not investment management), specifically with the Vanguard and Fidelity newsletters, which appear to be focused on picking the best fund managers. Would it be cheaper just to subscribe to the newsletters and skip the fees? Who knows? The firm's website explains that the publishing business was sold, but it appears that these newsletters are still written by the upper management of Adviser Investments, just not owned by them. Also of interest is that per their acquisition history detailed online, AI appears to grow assets under management via acquisition, which is not a bad signal in and of itself, but their size should not be used as a bragging point or indicator of successful management when it is unclear whether assets have grown from performance or merely from buying other firm's AUM. Moral of the story, these folks might be fine, but do yourself a favor and do the math before signing on with this or any advisor.

After trying some of the other brokerages, both online only and brick and mortar, I switched to…read moreDorfman Investments for all my investments and haven't looked back. Their customer service has always been insanely good. Whenever I call in to ask questions, the wait is never long, I'm not transferred all around the universe, and the customer service reps are always friendly and knowledgeable. Most recently, I had to make a deposit and so I went to their Boston location. I walked in without knowing my account information. But, after checking my ID and getting some basic information, the gentleman at the front desk was able to look up all my account info. From there, he filled out all the information for the deposit, wrote everything down, and I was out of there in less than 10 minutes. Fast and usefully guys, 5 of 5 deserved score for their services.

From the owner: We offer personalized investment service. Our clients on average have nearly tripled the return on…read morethe S&P 500 over the 18 1/4 years through March 31, 2018. Past performance doesn't predict future results.