Brian was phenomenal when working with me on my taxes, which included relocation. When I asked to…read moredouble-check the amount of return (because it was larger than expected), he had 3 additional CPAs review the information to confirm. Easy to talk to, honest, prompt, and accurate. He has my business for life.

My husband and I have a relatively complicated tax situation due to our small business, and moving…read morefrom Oregon this year. Brian and his team have been so amazing to work with! He makes everything so easy for us, and is very clear with his explanations. I appreciate his timeliness, and attention to detail. We are so grateful to have found Walter Sanders, and trust that we are in good hands.

Adam and his team at Trinity Wealth Management are fantastic. Your money is is safe here, Adam's…read moreknowledge of the financial markets and investment portfolios is second to none. His system is easy to follow and you genuinely feel Adam is invested in your financial well being. Highly recommend!

From the owner: We are a client focused independent financial services firm with a focus on tax diversification…read morestrategies, individual financial planning and retirement plan management. We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals. Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed. We have no proprietary products and no 'cookie cutter' solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm. Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Im from the Investment industry, and have been very satisfied keeping a significant personal…read moreaccount with Schwab for decades. Even now, both their online trading and banking platforms reflect better security and technology than other leading institutions such as JP Morgan Chase and Citibank. Finally, I get outstanding service from my Financial Consultant (broker), Carly Murphy, in the Tampa office. She thoroughly answers my questions on a timely basis. Carly even went so far to set up an in-person meeting today with Schwab annuity specialist, Michelle Roush, from whom I learned alot about the annuity product differences and other return details. Thrilled because I hold alot of annuities and my past / outside brokers never bothered to edify me! Thanks again to Carly, Michelle and Schwab!

Bright and light new Schwab office. They've been helpful and friendly. I make sure to pick up a…read moreSchwab pen and snacks while I'm here. They also have a coffee machine. Plenty of parking. It's ny Outback in the Westshore area across from International Mall. I've always had great experiences with Nina Yee the rep who works here and was at their former office that was tricky to get into and out of. Del Friscos, Kona, and Texas de Brazil are nearby. Grab a snack or happy hour bite at Kona on your way thru. Invest wisely. Buy low and sell high.

My niece and family rented from this slumlord! I would not recommend them even for a homeless…read moreperson to live rent free! They are the definition of slum lord 2 fold! They rented a mobile home for their young family knowing the water was unsafe. The home was not up to code and code enforcement was called. They were fined and sited. They had no water for 5 days as a result of the well breaking. A cabinet was mounted to a wall in the laundry room with one nail and it fell damaging their dryer. Maintenance came and took their functioning washer and replaced dryer. But the washer they provided didn't work! The stove had a piece of wood painted white where the glass should have been and the stove top didn't even work. Luckily we were able to give them a good stove as a result of a kitchen remodel. They let their stove sit on the porch for months! The yard had metal barb sticking out of ground in several places that her husband had to bend down with a sledge hammer so that the yard was safe for their young children. The water was so bad even paying culligan didn't fix it! They couldn't safely even brush teeth! Anyone who wants proof can email me and I will gladly send you pictures! Angella4@gmail.com The list goes on but I'm done writing!

Put an offer on a house listed by this agency. The listing had numerous issues such as foundation,…read moreelectrical, roof, and water damage. Wasted $500 on a inspection for the listing, and everything found in the inspection had been known prior, but never disclosed. Do not consider any property offered by this agency. You'll end up with a money pit

I have been a customer for forty years with Fidelity Investments, I went to this office and was…read moretreated like "shit" . I needed a Medallion Stamp applied to a form to sell stock which I have owned for years.

TUESDAY - Is anyone else having an issue with getting their money from Fidelity Investments? I'm…read moreabout over it with these folks. Going on six weeks now trying to get a check cut, made out to the correct party, and put in the mail. How many times - weeks apart - should I hear "It's pending" or "I'm not sure what happened." Glad I'm making the change away from using Fidelity! People, there are other places we all can use - and that's my experience and review. I have more to say but "It's pending!" #fidelity #moneymanagement #retirement FRIDAY UPDATE: What does "pending" mean? Well, still no $14K check from my Roth Account. Still no tracking number that was promised on Thursday (yesterday) when I followed up on the status. I doubt I'll get it today as promised. I've been lied to twice now. I guess it's still "pending." Pending means = Black Hole, no action, no customer service, and we'll get to it, when we get to it. I guess it's time to report a theft. Do a YELP review. Report to the Better Business Bureau. And maybe pitch as a news story. Going on 7 weeks now. I would STRONGLY recommend doing a rollover to a financial planner that cares about you as a person or business. #fidelity #financial #financialplanning #fidelityinvestments #consumeraffairs #betterbusinessbureau

Jorge is a professional and has provided real fiduciary guidance to benefit me in managing my…read moreportfolio. It's nice to have a pro that was honestly interested in my goals and designed my portfolio to achieve my goals.

I didn't "get" the real difference between an investment person and a financial planner. As a…read moresingle woman I am SO relieved and blessed to have Jorge on my shoulder to look at EVERY aspect of my financial plan and advise me.......AND put me in touch with the right people/ resources to carry out my plan (from insurance people to bankers etc). I wish....REALLY wish I hired him when I was 20! Thank you Jorge for being great at what you do and really caring about your clients.....I LOVE you!

Rachel and her team have been Amazing! For over 10 years they've been the ones I work with,…read morerecommend and trust for all things accounting, taxes, business related!

Extremely responsive to clients questions, very prompt response. Excellent knowledge base for…read morecomplicated issues. I am a repeat customer due to their service and commitment to supporting clients. Very reasonable cost structure for such a wide range of services. Definitely the best I have had the pleasure of working with.

I contacted The Mutual Fund Store after listening to their syndicated talk show on the radio. I…read morehad a 401K from a former employer that was just sitting there. They helped me transfer it over and created a separate investment account for cash I had just sitting in a money market. They have done a fantastic job with my investments and I couldn't be happier.

Miracle workers! The team quickly established a plan of action and started taking action…read moreimmediately. They exceeded expectations by being prompt with all their affairs and communication all while providing incredible custom oriented service. Highly recommend.

I HIGHLY recommend delta credit restoration. Angela is amazing, super responsive in a timely…read morefashion and really helps you achieve what you are looking to achieve. She is very professional, I recommend her/this company to anyone looking to resolve their credit issues. They go above and beyond with their customers -- my issues were resolved in less than 1 month! If I can give more than 5 stars I would!