Drake & Associates has been our financial advisor for several years now. Tony Drake and his staff…read moreare routinely on local tv and radio with information on growing and protecting your assets. The staff there are EXCEPTIONAL! They work hard to put together a plan for your assets that includes growth and protection so that you can have a great retirement. My advice is start early and use a planner to make good decisions early. I highly recommend Drake & Associates!

From the owner: From the team we’ve assembled to the folks we serve, family is at the heart of everything we do. As…read morea retirement wealth management firm specializing in retirement financial planning for over 20 years, discover how these relationships help us create great retirements.

First time here, I would do my taxes here every year for the rest of my life if I could…read more Don't have a printer at home? They'll print PDFs for you as part of their service. Much appreciated! Tons of regulars who have clearly been coming for years and are on a first name basis with staff. No appointments, walk in only, though you can wait for a specific tax preparer. I was in and out in 90 minutes, the actual filing was a breeze and my tax guy was so nice. I got a discount as a first time customer, and you get the same discount if you refer someone. They also offer drop-off and pick-up later tax services. They run a tight ship, made filing taxes a breeze.

Great business! I would recommend anyone to go here. The staff is great and very polite. They will…read moreanswer any questions that you have.

BEWARE: Took my money after a consultation in October of 2024 and then brushed me off with excuses…read moreas to why he couldn't provide the service. Gave me his word he would refund January 2025 but the excuses continued. Now having to deal with the nuisance of disputing charges. Beware of sending your money to Armond Pride.

played me out of $25k , it's crazy other people have had an experience similar ... fraud lol .read more

My family and I have been customers ever since the early 70's. Specifically with John Conwell. and…read moresince his retirement we have been working with Daniel Aiken. The group moved from the old location on Main Street 6 years ago, to a very nice open modern building. Plenty of light comfortable furniture and decorations. Parking as always is easy plenty of open areas. Its on SIlverbrook off paradise and Hwy 45. Dan has many clients from all over America I'm just lucky enough to meet up face to face. Once a year to review distributions. I recall some of his clients have never had or needed a face 2 face. Every investor needs diversity value fit and price to meet your needs and personal objectives. I have nothing but praise for this group of advisors.

Carrie a trust advisor is very mean and hard to work with on my children trust account she acts…read morelike it's hers i told her my insurance was lapsing and she told me she woils get back to me in a week also I recorded her phone call n boy was she disrespectful

I am a client of this Trust company for about 12 years now and been through 7 Trust Officers. Only…read moreone seemed to care. This new officer that took her place is not qualified to do this job. I have been treated terribly because she was called out for not being familiar with my case and tried to keep me from breathing by having my electricity shut off for not paying our electric bill. I am on oxygen 24 hours a day and her exact words for her not being able to fix the issue was quote " there is nothing I can do about it". This was the third time our electricity was shut off since she became my Trust Officer. My husband had to run an extension chord next door to get my concentrator working until he called power company and got them to turn our power on. We had to pay 900 dollars for another deposit the next day. She then had the provider send bill to us to pay and now she won't reimburse us at all. She was not smart enough to pay 3 bills for me and now she has found it necessary to take money from me for spite. She had us throw our grandkids out and doesn't realize that since I'm not on SSI, it has no part in how I spend my money. She is getting worse and I want her taken off my case. I now cannot go to the doctor, or buy food without help, because she won't purchase a used car to replace our broken truck because the transmission has gone out. Its not expensive but i must controlled by this woman who doesnt care. Well, i dont care now . I'm tired of arguing with her. I'm in a wheelchair and without a vehicle it's difficult to go to the doctor or anywhere. I've explained this to her, but I'm still without a vehicle. Amy k

Friendly, courteous , & real help. I have a number of accounts with Waterstone and always willing…read moreto give valuable information. never too busy to service. Ryan helps making consumers accommodate to the realities of today's marketplace.

Excellent customer service, every time! I've been banking with Waterstone for several years and…read morehave multiple accounts with them. That alone tells you that I love this bank! All the employees are always very friendly and willing to help you. On today's visit, I went to the branch to fix a little problem I encountered. I have my mortgage through Waterstone Bank, and I hadn't received my escrow check, to pay my property taxes. First, I called Customer Service. They looked up my account, and told me the check was sent out two weeks ago. It must have gotten lost in the mail or something, because I never got it. The Customer Service Rep told me that I could just go into any branch, and they could issue a stop-pay on the old check and issue a replacement. So that's exactly what I did. Easy as pie! They have a small waiting area, with comfy chairs, arranged around a coffee table, a TV on the wall, that's usually got some news channel on, and a station with fresh, hot coffee. So I sat and waited a few minutes while they got everything in order and issued my new check. They brought it over to me; I had to sign one paper for the stop-pay, and I was sent on my way with a handshake and a 'Thank You'.

Annex is a marketing company moonlighting as an investment company. Poor returns driven by an…read moreoverpaid Willy Nilly analysis paralysis investment committee who's consistently behind the market. I crushed their returns with a company Fidelity 401K account with six real investment options. I know seven people who have/had money there, five left. They couldn't find a nickel if it was stuck between their bleep cheeks. Don't walk away from Annex, RUN!

Well I just received my September summary report and once again looked at $9,000+ loss for the…read moremonth. Thats 18 months in a row of losses. If Annex is a fiduciary how is losing retirement money month after month good for me ....the customer. I do keep scratching my head trying to figure out why I have certain funds in my portfolio that have a 5 year trend of losses. I did asked my "Wealth Manager" and was told not to question the investment committees decisions. Just love dealing with a condeesending individuals.(not really) I do give Annex credit for starting to put client monies into CD's. Although they were about 90-120 days late in pulling the trigger on this one. There are many good professional managers at Annex Wealth. Just wish they were more hands-on with the client regardless of the portfolio balances.