Fidelity is an honest, reputable company with hard working advisors that have educated me on the…read moreeconomy and investments. They have helped my investments to grow and provide security for me. My, advisor, Bradly McIntyre has returned phone calls promptly and has always made himself available to meet to reviews my portfolio. He has also advocated for me so that issues with an outside advisor group were resolved in my favor. I strongly recommend Brad and Fidelity. Please keep in mind that no investment advisor can accurately predict short term market success. However, corporate profits increase significantly over 10-15-20 year periods and stocks rise with them. If you invest for the long term you will build success and wealth.

I transferred $30K to Fidelity to begin trading stocks. After accepting my money, they put it on…read morehold so that I couldn't invest it or pull it back out. They said they needed bank statements to prove the money was mine and not some kind of fraud. I sent them the bank statements, but they still refused to give me access to MY MONEY. They said, "Call back in 3 weeks", which I did. They still won't give me access to MY MONEY. I now realize that they have hundreds of complaints online for terrible service. Don't invest with them.

Very professional and knowledgeable. Rocco walked my husband and I through the whole buying…read moreprocess, he explained clearly, made suggestions and answered all of our questions. He was very quick with responses and made us feel more comfortable throughout everything. Not only he knows exactly what he is doing but also he works with people that will help you. I would highly recommend Rocco to everyone!!!

I started the refinancing process at the end of July 2020. The first lender ended up trying to…read morecheat us out of a locked interest rate, so by October we switched to a second lender. The second lender seemed to be working out, until he went on Christmas vacation and NEVER CONTACTED US AGAIN. Finally, I contacted Rocco S. at Gold Ring Investments, who lowered our monthly payment, lowered our 30 year plan to a 25 year plan, secured a great interest rate, and just saved us sooo much money in general. We also got refunded a hefty amount after closing. Plus, Rocco completed the entire process in ONE MONTH! If I had started with Gold Ring back in July, I would have saved myself a ton of stress and frustration and not have risked getting screwed... if you are looking for someone who truly knows what they're doing and gets the job done quickly and efficiently, I highly recommend Rocco at Gold Ring investments!

Was my first time filing taxes and he made everything super smooth and easy for me! he quickly…read moreanswered any questions i had and was super attentive throughout the whole process. I would totally recommend!

From the owner: CPA of 18 years of tax experience for individuals and businesses…read more Tax preparation: Individual, multi state partnership, S corporation, estate and trusts. Small Business bookkeeping, financial statements compilations, reviews, audits. We are expert in IRS representation: Offer In compromise, Tax debt, wage garnishments, levies and liens.

I've been working with Broad Financial now for almost 3 years. They are great. With a self directed…read moreIRA, they have laid the framework for wealth building for me and my family. They are always accurate, consistent, and reasonably priced. Sure, you might find someone cheaper, but is it worth it? Is it worth taking a risk with your financial future - this company has a proven track record to help it's client be successful. I know, I'm one of them. And, I'm very happy. Highly recommended.

Broad Financial helped with my self directed IRA. At the time I was using another IRA custodIan…read morethat suddenly closed my IRA account. Broad Financial had the expertise to help me move funds keeping them in the IRA and helped me setup a self directed checkbook IRA that allowed me to purchase rental properties within the IRA. They are great at answering questions and give me the confidence to invest with my IRA