My financial experiences with Albritton Financial Services and Cambridge Investment Research, Inc…read morehas been considerably less than stellar. Monthly management fees exceeded 1.5% of our total portfolio (as determined by our CPA), but those are not the only fees charged. Fees for paper statements, maintenance fees, and termination fees of $100/account, in my mind, are excessive. In addition, this firm (AFS) does not honor the requests of the clients. (In my case, I was going to be charged $75 to make an OTC purchase of a penny stock which Mr Albritton decided was not in my best interest. The next day the stock doubled in price.) In addition,Mr. Albritton is not FNRA certified (which I found out after transferring our accounts.) As a result, my husband and I have terminated our accounts and our dealings with AFS and Cambridge Investment Research, Inc. Expectations of a smooth transfer of our assets was not to be, however. After a month of attempting to transfer our assets, we are still waiting for all of our funds to transfer. This firm was recommended by our trust lawyer as being "easy to deal with." Not the case in our situation. I would not recommend Albritton Financial Services or Cambridge Research, Inc to my worst enemy. If you choose to do so, "caveat emptor", BUYER BEWARE! Lorraine Dulatt Ballwin, Missouri

From the owner: Albritton Financial Services, Inc. (AFS) is an elite St. Louis based financial firm founded in…read moreJanuary 1996 with a strong philosophy of helping our clients protect, preserve, and improve their wealth. As a trusted independent firm free from any insurance or investment company affiliation, we are uniquely positioned to present successful individuals, families, and business owners with a wide variety of objective financial solutions. Whether you are looking to re-evaluate your current goals, or begin new ones, AFS offers customized, comprehensive planning services tailored uniquely to your mission, vision, values and goals. We are committed to enriching our clients' lives while building meaningful relationships that span generations. We believe that it is our duty to listen, educate, and guide you on your financial journey so you can have more time to focus on the people and activities that bring joy to your life.

I've worked with Gatewood Wealth Solutions for two years and have nothing but good things to say…read moreabout their level of professionalism, fun-loving company culture, and absolute brightest brains in the business. Talk to any employee, and you immediately get a sense for the deep level of care and commitment they have for each client. And, unlike other firms, GWS' planning and investment committees work side-by-side to meticulously manage clients' portfolios against their goals. That makes a big difference in outcomes, and you can't beat the fact that the offer a free plan and portfolio review before you even sign on as a client. Highly recommend.

From the owner: At Gatewood Wealth Solutions, we are on a mission to share our experience with individuals and…read morefamilies -- helping them become and remain financially self-reliant, so they can give purpose to their money. Our goal is to give you confidence -- that you'll reach your goals, that your family will be taken care of, and that you'll be empowered to live the life you want and leave a legacy. The path to financial freedom is a journey, and we're here to walk alongside you. We'll help you stay the course even during turbulent times, and we also offer integrated technology solutions to empower and enable you to track your own progress toward your goals. To us, at Gatewood Wealth Solutions, financial freedom, self-reliance, and financial confidence go hand-in-hand. Are you ready to experience the difference it makes having someone on your side of the table? Contact us today to learn how we can partner with you to help you work toward your goals and find your confidence.

If you're looking for a low-key, low pressure way to get into investing then you need to talk to…read morethese guys. Lori, who is my financial advisor works here. I've referred a few friends to her and they all were pleased. She takes time to review your financial situation and then works with you to come up with a plan for short/medium/long term investing. I'm very happy with my financial direction now and truly understand how I'm positioned for financial success in the future.

Our family has been their clients for years. They guided us through passing down our family…read morebusiness to the next generation and now they are helping us to do it again. I trust them. I trust their opinion on investments. Good people.

I can't speak about anyone else there but Ron has been great about handling my children's 529 MOST…read moreplans. He was very thorough about explaining the requirements for tracking the funds as they are distributed and requesting funds was very easy.

Everyone there is very informative and courteous to work with. Clark Smith, and Tim Dowling have…read morebeen very helpful and we highly recommend them.

This company deserves zero stars. I have utilized this company with no benefit. I had invested my…read moremoney with them in a Roth IRA acct and was assured that it was indeed a Roth. When I was checking on it, it was listed as an annuity. They were then called and asked about the acct and they stated that it was a Roth IRA acct. When moving to another financial advisor (the one I have currently), they stated that what I had was, in fact, an annuity which requires higher fees. So basically, I had to pay a $200 surrender fee to turn it into a Roth and I am now actually earning more money.

I spoke with John Horseman and he gave me an honest review. It turns out he's from the old rust…read morebelt like me. Im in the process of retirement and considering purchasing a retirement home. Instead of a sales pitch about interest, we spoke about his passion for Art and his grandson. He figured out how much my family would need to invest for a comfortable retirement. This way I had a game plan for the realtor. All of this work and I haven't even rolled over with him. I'd strongly recommend speaking to John. He's an honest guy who seems pretty down to earth and speaks to you in simple terms you can understand. Overall, its the best experience I've ever had at any financial institution. Can't wait to rollover John. Thanks again. Chuck

I sat in on a Zoom meeting where Don Chamberlin introduced us to his company's services in estate…read moreplanning. The meeting included a free estate planning session. I made an appointment even though I really don't have any kind of estate to leave to anyone. He was nice enough to give me some pointers re: a lands trust & transfer on death for my bank account & car. He seems to be a person who comes from the heart & truly provides "service" -- something some what rare in this day & age. I highly recommend him!

From the owner: Tax Preparation & Planning, Estate Planning, Investment Planning, Retirement Planning and Insurance…read more& Medicare Planning