Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

Five Star review is not enough to describe Sparrow Wealth Management. When it comes to your…read moreretirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Cris is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him.

I am very grateful to Chris for helping my husband and I come up with a financial life plan that is…read moreempowering for both of us. When we went in to see Chris we had not been on the same page for some time regarding how much money to allocate towards retirement, paying off the house, emergency fund savings, vacation, etc. My husband has a much higher threshold for risk than I do. Chris was able to understand our differing needs and values and helped us creatively bridge the gaps necessary to come up with a solid plan that honors us both. Now we both have a lot more peace of mind about our future and as well as greater freedom to enjoy our money in the now.

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

people do not do bussiness with this company, went I told them to cancel my services they started…read moreto harassing me ,that I own then money and I just made a payment in December for 100$ and after they stop calling me, from my bank account they took my money without my permission and I reported to my bank and also file a complaint with consumer protection. don't do bussiness with this company, they rob your money from the bank account even i already paid them,they are scammer and thief....they don't want you to cancel the service, go and file a complaint with .www.dos.ny.gov/consumer protection 1800 697 1220 also you can complaint new york state attorney general 1809771 7755 don't let them get away with it, file a complaint, you can do it online or mail

Credit point 720 is just a texting business. They only call you when you want to cancel because no…read moreresults or communication with their customers. They have an F with the BBB ..ALSO CALL THE FTC AND MAKE A COMPLAINT WITH THEM ALSO

Great experience all around. Great game plan by my agent to help improve my credit report, which in…read moreturn helped my credit score. The process started in May and just ended the end of October. The time frame does differ with each individual and their own credit information I would imagine. Definitely worth the money and time if you are looking to improve your credit reports and make big purchases for yourself and family.

I've had a great experience with this company and have used it twice so far. I love the idea of…read moreonly paying if something comes off. They removed all of my inquiries and some recent collections I had. The only thing I don't like is the credit monitoring service. It's not as accurate in terms of score and it takes a long time to update. Despite that, I would still sign up again if I needed to because the price to pay to remove things is way better than paying them myself or waiting years for it to fall off. The communication could be better as well but I really didn't care much for it because at the end I got the results I wanted. I would recommend them to anyone and they are a small company so be nice people!

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.

I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

I stopped in one afternoon just to see what they might be able to offer me banking wise. Not…read morehaving the greatest credit will sometimes hold you back from obtaining a new account. I sat down with one of the reps Valerie and went over my information. She then took it into the branch managers office Belinda Cooper, who said to give me a shot. They are a small community bank from south Florida and an overall great group of people. So happy to be gaining the trust and warmth of a community bank!

I can't say enough about the people & service at City National Bank! Not only do they have…read morecompletely FREE business checking, including free checks, they provide over & above customer service. When I have a special need or request I can just call directly to the branch with confidence that it will be taken care of. There is no way I could ever get that kind of treatment at one of the monster banks. I HIGHLY recommend CNB to everyone looking for a great bank with great products & great people!