A real mensch. Extremely trustworthy. And out of the 6 wealth investment managers I interviewed,…read morethe sharpest about the market, taxes and best advice. Really concerned about understanding your philosophy and working with you

Jonathan Karelitz was our financial "advisor" who sold us into a REIT without disclosing that we…read morewould NOT be able to get our money out when we wanted to, like other REITs or investments. He then lied and said he told us that was a possible outcome. WHY IN HELL would I EVER invest in something where my money is trapped, and I can't get it out. Especially when the investment was tanking. My suggestion...GO ELSEWHERE!

$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.