We've been with Springboard for over 12 years now and are very pleased with our outcomes and…read morerelationship with Charles and Rebecca. When we first started with Springboard I remember Charles words so well in that they would certainly be helpful initially as we continued to save for retirement, but the true benefit would be once we did retire, how best to manage our funds and income during our retirement years. Now finding better words could not have been spoken.

Charles was very nice and eager to help me answer questions over the phone regarding financial…read moredistributions of a retirement fund. I will definitely be reaching out to them again once things settle and I'm ready to invest.

Great partnership Scott, David and Bill…read more Cover a lot of important issues Highly recommend

From the owner: We are committed to maintaining the highest standards of integrity and professionalism in our…read morerelationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information.

I've been working with Smith and Pavano for over 25 years and found them to be extremely…read moreprofessional, intelligent and easy to work with. Rich Pavano and Jill have helped us through many complicated tax situations and they've always done so in a pleasant fashion. They are truly a category of one company and indispensable to our business.

Rich Pavano has been my CPA for over 10 years. He is very insightful and professionalread more

Friendly Service and fast response specially by Stephanie…read moreVery good deals as a credit union.

STAY AWAY.....these young kids don't have any idea what to do with YOUR money. I went in and saw…read moreFlay and told him since I was retired and much older I don't care if I make any money JUST DON"T loose any money. Well looked at my statement today and lost $55,000.00, Don't use Fidelity Investments!!!

Last week Fidelity New Haven made me an appointment with a particular rep for today. I showed up at…read morethe appointed time only to be told that the rep hadn't come in today. They looked for someone else who could see me, but after 20 minutes still couldn't find anyone. This office is an embarrassment--completely unprofessional and incompetent.

Christopher was my adviser for one year. During that time, I transferred six retirement accounts…read more He said policy was to have the transfer checks go through me, rather than a transfer between companies. I misplaced the check. When I found it, it was after the 60 days. I reached out to Christopher to get advice on what to do. He was, after all, the person I had selected to pay a lot of money to get expert financial advice. He advised me to deposit that check. Anyone can google the 60-day IRS rule for retirement rollovers. After 60 days, it is no longer a rollover. It is income, and therefore taxable. I am now paying $3,400 in back taxes. And, because the original amount is actually income, I have to remove it from my retirement and pay 6% excise tax per year until I pull out the original funds from my retirement - which means I have a substantial amount less in retirement. Not only that, but when I called Christopher, he denied any responsibility, saying he wasn't a tax adviser. It's retirement tax law. He didn't even apologize. Not only that, but the "official" correspondence from Ameriprise says that I took the advice of my tax accountant. I had no tax accountant at the time, so as far as I can tell, they just simply made that up. Do NOT trust this man with your money. He is incredibly expensive, and certainly not worth even the minimal fees.

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

I was contacted by these folks, for help with my finances. I'm so glad they reached out ~ they are…read morethorough, kind, and extremely knowledgeable. My experience with financial advisors hasn't been great. I've found them to be condescending and reluctant to go the extra mile for people of more modest means. It's just helpful, and a relief to find someone in this business who treats people with dignity and respect.