I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.

The employees don't follow through with helping their clients. They leave looses, thus causing…read moreproblèmes later.

FFG's Financial Professionals provide a no cost (Huge advantage to the big boys), no obligation…read morereview of a client's current financial situation, educating others on how to establish goals for retirement. These guys hate taxes and FFG promotes tax-advantaged investments that are very limited to stock market risk, while still meeting goals for people to retire early. FFG is willing to assist anyone with a life insurance, asset protecting, tax saving, liquidity need. Sit-downs can take place either at the office or at the client's home residence. Available to meet clients on the weekends if necessary due to busy work schedules. Shares the same building as some of the local radio stations like MIX 105.1 and Sunny 105.9. Up on the 3rd floor of the Pembrook Commons building. Across the street from the RDV Sportsplex and shares a parking lot with the Courtyard Marriott. Financial Foundation Group was established in 2001 and has expanded through rough economic times to currently 7 divisions in 4 states (Colorado, Texas, Florida, Nebraska). Financial Foundation Group is not related to Foundation Financial Group, so no scam worries here.

Terrible experience with Carpenter Morse Group. I met with these folks at the recommendation of my…read morefinancial advisers, whom I trusted. The first question I asked, which I made very clear, was if their 401k plan integrated with my payroll provider. I was assured that they did, as they were the largest 401k provider and blah blah blah. Relying on this assurance, we signed up and our team spent a number of hours trying to get everything set up. Only later on did they tell me that no, they do not integrate with my payroll provider and I would have to manually enter all the 401k information in every payroll. I decided to go with a provider who actually integrated with my payroll provider--as I made this clear was my #1 requirement. I was a little irked that they wasted my team's valuable time, but I let it go. Things happen. Many months later, the owner of this company sent me invoices for building a plan. I reminded him that my agreement was predicated on integrating with my payroll provider. He became very rude and now wants to charge me for wasting my time. If they they had told me in the first place that they did not integrate with my payroll provider, then nobody's time would have been wasted. It's as simple as that. I cannot believe they have the audacity to come after us when it was their mistake that caused us to be here in the first place. I wish I could get all of my team's time back working on something that they knew or should have known would never work out... but I cannot. They want us to pay for their mistakes. Poor customer service!

Matt demonstrated great attention to detail and was extremely patient, dedicating time to address…read moreall of my inquiries. Although things seemed to speed up towards the conclusion, I am considering following up in case any additional concerns arise.

Beware - I strongly advise you to steer clear of this company…read more When my job was being relocated to another state, I decided not to move and began focusing more closely on my IRA. I had already taken a significant loss of about $35,000 during the market downturn in the fall of 2022. Around that time, I heard about Talon from a radio program and decided to give them a try. I met with a local representative, John, who reviewed my numbers and projected a 12-15% return on my investments. I decided to move forward and invested $228,000 with them in October 2022. What I wasn't told--and what I later learned--was that I could have simply left my existing investments in place and had Talon take over as the manager. Instead, all of my prior investments were liquidated, and everything was restarted from scratch. In 2023, my portfolio returned just 4%, after fees. I had been told their fee would be 1% annually, but I frequently raised concerns throughout the year because half of my money was just sitting idle in a money market fund. By the second year, I was still dissatisfied. I raised my concerns again in the fall, which led to some adjustments--but 2024's return dropped to just 2.6%. I then discovered I was actually being charged 2% per year in fees--not the 1% I was originally told. When I brought this up, they wanted to schedule a meeting to "look into it." At that point, I had already made up my mind to leave. I genuinely believe my account wasn't large enough for them to care about managing it properly.

Great financial support for the 6 years I've invested with them. They were able to do amazing work…read moreand I was able to retire before I had plan to.

Kevin has been great helping my wife and I setup an IRA. We highly recommend him and his firm.read more