I visited this business and found the advisor super helpful and knowledgeable. The recommendations…read morehave been very helpful and now that I'm about to retire, I'm so happy that I used their advice

Do not be fooled by the ambiance, CSRP are just the middlemen & everyone here will benefit from…read moreyour assets except for you! They will outsource all financial advising & will try to push the rest of your assets Into annuities & life+ insurance plans which are padded with commissions for them. We were with this group for many years and even in a time of unprecedented economic growth, we ended up leaving with far less than we'd started with. Additionally, a substantial portion of our assets are now stuck in a garbage real estate fund that sank so quickly that the owner (Bluerock) will not let us sell the thousands of shares this advisor stuck us with, leaving many tens of thousands of dollars in some sort of mutual fund prison with no timetable for getting out. No transparency here, about as much accountability & less than acceptable communication. They're not interested in securing or growing your financial assets for your benefit.