the entire staff is pleasant, patient, kind and knowledgeable!…read moreAlison and her team have shown me outstanding support and respect. this is a 5 star organization. I would encourage anyone [and have) to seek out their counsel.

Another year has gone by with Dan White and even though CD rates are up around 5% again, my fixed…read morerate is still 2.65%. Be careful, my first rate was for one year only and then went down (I was told because the rates went down) Now after rates have been up for 2 years, my rate has not risen. I got a call about my first rating and they asked what they could do to fix it, I said raise my rate - heck if they invest my money in CDs, they will make 5%, so pay me 4%. I understand the caps on market wins (because they make sure you don't lose money) but with fixed income, it should be close to market rate (especially since it resets every year.

Untrustworthy, seek service somewhere else. A few years…read moreago, Mark fabricated numbers on my rental account that triggered an IRS audit, when I confronted him, he admitted it was his mistake but offered to represent me during the audit for $$$$ instead of owning his error, he charged me money to fix it and after that he requested another payment because he considered the first payment as an initial payment, which he didn't mention that prior in handling the case. I was grieving at that time and didn't have the energy to fight with him. After that year, I took my business elsewhere because he cannot be trusted.

We have a lot of family who own businesses and have tax professionals they swear by. We used those…read moretax professionals for some years but found their expertise was only in working with established companies who wanted their books handled for them. Since we are poking around with different side business ideas, we really needed somebody who can provide not only tax and book services but also advice on getting a business started and what the tax implications are. We have found Mark to be very helpful getting things figured out and in providing advice, even fixing some mistakes we made opening LLCs along the way that could have cost us thousands in penalties. He really saved us big time! We are very grateful for his services and recommend him to everyone who is looking for tax advice. We give our absolute highest endorsement of this company and the services provided.

I used him for a mortgage 10 years ago every year when my birthday comes he sends me a birthday…read morecard good place for a mortgage.

I have been with Traynor Capital and Keith Traynor for a little over three years now and he has…read moredefinitely done right by me. He is incredibly responsive and has done an incredible job managing our nest egg. I trust Keith implicitly and now both my mother and step-mother are clients as well. I have used a number of financial advisors over the years and found that there are a lot of really good guys in this business that don't know how to manage money. Keith is the first one I have found that is not only a nice guys but really knows how to manage money. My performance has far exceeded all of the benchmarks since moving to Traynor Capital. The markets are going to fluctuate, but with Keith there will be a lot more to the upside.

I made the biggest financial mistake of my life letting Keith Traynor manage my money. Keith…read morecompletely ignored the the coming downturn of the market and looming recession keeping my portfolio aggressively overweighted in tech stocks. He was even buying more of tech stocks on the way down long before they hit their lows. When I tried to talk to Keith about what I was reading and hearing about the looming downfall of the market back in March 2022 he told me, "why can't you just be like your husband and not look at your account." Four months later my account was down over $200,000 and remains down. I finally pulled my accounts from him in October when I expressed my concerns over a purchase he made to which he replied "unless your horizon has changed from 10 years to 3 months I shouldn't be concerned. Traynor Capital Management may make you money when things are good but this firm will gamble with your money based on how well the market has done in the past instead of looking at what is actually happening in real time. Run from this capital management firm. You're better off with someone who knows how to protect you on both sides of the market.

Because they didn't change my address, I didn't get my insurance bill, my insurance got canceled…read more That is so wrong!!! Never what use them again!

disgusting! the guy named Jerry cheated on my application so he can get a lower rate, and I will…read morechoose them over geico. DO NOT do that! I lost 50 bucks, and cause a complete chaos between them. just buy insurance from the insurance company directly. do not choose them. especially do not choose Chinese people. i am Chinese, and all Chinese do is fraud other Chinese.

Caregiver had poor boundaries and did not communicate her discomfort with the family dynamics…read more directly Out of two managers, only one understood families position The caregiver could not state her discomfort directly and the spouse was blamed Management should be more objective when given information about these relationships and interactions particularity surrounding the complexities of death and dying l Although one manager was able to provide understanding and clarity the secondary manager projected blame with a punitive tone and chastised family member without first listening to the family's experience In another incident Caregiver did not keep confidence and misspoke with family friend over a confidential matter nit meant to be shared with others Word if mouth one that didn't had fixed ideas of the way things were (as stated by caregiver)

We could not have been more pleased to work with John Hall and h is team. We once again had to…read moredownsize and relocate my mother. This time, to another state. John and his team were compassionate, friendly, and skilled. His expertise was quite evident. We would recommend him without hesitation.

I always had pretty good credit but after an emergency I got behind and my credit started to tank…read more I definitely needed help. So I reached out to Rocket Credit Solutions. With their help and guidance I was able to get my credit back up into the good range which I'm grateful for because we really want to buy our first house soon and I never could have gotten a loan with the credit rating that I had before coming here.