We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

This company has done a good job for us over the last 3 years. I've compared our returns with some…read moreother firms and we've done very, very well. Very professional and knowledgeable staff, and timely replies to any questions we've come up with. There's a good reason this is one of the largest financial planning companies in America and is recommended by many brokerage firms.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

I have been informed that my on-going tax preparation business is not enough for MWM to continue…read moreconsidering me as a customer, even though they emailed me an engagement letter for the 2025 tax year. This disengagement in our professional relationship is quite a surprise and comes way too late in the tax season. It's further a disappointment considering the years I have worked with this organization.

From the owner: At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are…read moredesigned to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more. Providing our clients with the confidence that they're doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

We have used RA Tax for years on our taxes. This year we were ghosted, numerous emails and…read morevoicemails left to get our taxes done. No return emails or calls. We were left to scramble to find someone who could do our taxes! Not good for business at all.

They are very disorganized, condescending, and charge a lot for their tax filing service. I am in a…read morevery busy season of life and took my taxes there so I didn't have to think about it. It would have been less of a hassle to just do my taxes myself. I had to leave meetings and jobsites early just to get to their office before closing, to work out all the problems they caused while filling my taxes. I had to go there 4 times after dropping my paperwork off on day 1. They messed up even something as simple as getting a number wrong on my social. I asked for a partial refund for all the frustration and money/time I lost to help fix their mistakes. If you want your taxes and booking done right, don't go here for that

Joshua Schumm is so kind, patient and knowleadgeable. He has guided me in a financial plan that I…read moreknow will change my financial future.I believe the tools and lessons Iam receiving from this financial coaching is the foundation I need for financial wealth and prosperity. Joshua is amazing

From the owner: Spend well, give generously, live a worthwhile life! Transform your future!…read more Transformational coaching! Biblical, life-changing help! Gain real, actionable insights. Make a realistic, solid plan. Achieve the freedom you want. More than just a numbers/budget session. 10 Years & Hundreds of Client Transformations! Break through! If you want to take control of your future and achieve your dreams, invest in yourself with a coach. A coach helps you with your money mindset and how you behave with your money. Take control of your situation. My clients realized $2 million in debt paid off or cash saved in 2020 alone (even with COVID). Businesses average over $100,000 of net income improvement in the first year. I help businesses become profitable (or way more profitable). Stop working so hard with nothing to show for it. Get help today & take control of your business results!

If you need someone to help you navigate your future with investments, savings, taxes, social…read moresecurity, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.

From the owner: True Peace Financial Solutions is dedicated to providing tailored insurance and financial services…read moreto clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.