I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

Schwab failed to pay withholding on my IRA RMD as instructed, and I had to pay large IRS penalties…read moreand interest for which Schwab refused to reimburse me. Unless you like chatting with computers and being treated poorly, invest with Morgan Stanley, Fidelity or another broker that doesn't treat people like poop.

Assets frozen. The first thing that went wrong with schwab was my zelle on the schwab app. At first…read moreI sent money and it said it would take 5 days. Then there is a button that says cancel zelle payment button on the schwab app. I pressed it, and it said it was canceled. I walked into the schwab brokerage building to deposit a check into my checking account. And the first thing the representative said was oh your using this check to pay your zelle balance? And I told him, that I had canceled that zelle payment on the app. Then the next day I sent money through zelle and it sent immediately this time. Then I was going to send money that night through zelle and my zelle account was locked. Schwab said they would send zelle an email. Then I deposited money into my checking through plaid the day after the zelle incident. Then I tried to login to my schwab app and all it said was i could not log in and to call a number. I called the number and the lady said my account is frozen. That the check I deposited was fake. And that the only way to unfreeze my account was to fax all my income sources. I did not receive any notification that my schwab account was frozen, leading me to believe that schwab thinks I'm the one committing fraud. Then I explained that I had deposited money and it said it would take a few days to process. Then the lady said since your account is frozen schwab will not accept the money. Today, schwab DID accept the money. I have no money because my account is frozen. And every time I call them they say they are working on it.

I have worked with Kevin for almost 20 years. I've had the opportunity to observe how he solves…read morecomplex problems with simple to understand solutions. Kevin coordinates closely with other professionals (attorneys, CPAs, and P&C agents) to learn about all aspects of a particular clients' financial picture before he makes strategic recommendations. He is an avid student of the financial services industry and reviews his clients' plans regularly for possible improvements based on changes in tax laws, economic climate, investment opportunities, and modern risk management solutions.

From the owner: It is my goal to assist you to build a solid financial structure that will stand the test of time…read moreand that will grow and build wealth for you and your family.

Stefanie is highly knowledgeable and was a huge support in helping me navigate starting my…read morebusiness. I felt heard, understood, and held in our meetings while she took the time to truly understand and guide me through the how to's of a business start-up. I highly recommend Stefanie for all your financial needs! A great asset to any business owner, small or large.

From the owner: We specialize in guiding people out of debt, based on their specific circumstances. We can show…read moreyou how to live debt free for the rest of your life. We also provide guidance for college savings/loans, emergency funds, retirement preparation, bankruptcy, and building wealth. In addition to working with individuals, Stefanie has experience as a small business owner and can guide you on budgeting and growing your business.

From the get-go, I was determined to work with an independent RIA: a professional who knew the…read moreindustry; one who was not marred by the bureaucracies of the older-style wire houses (Merrill Lynch, Edward Jones, Wells Fargo, etc.). Ultimately, this search led me to Lee Munson. I purchased his book from Amazon, "Rigged Money," and it's boldness and authenticity won me over. Don't get me wrong, he wasn't the only person I studied but he was the only one worth following. Needless to say, I am working with him now. Lee's words have already provided yield. What he doesn't know, is that they have also provided me with clarity and a sense of inspiration. Thank you Portfolio Wealth Advisors. I look forward to "more time on the mountain!" Minute 3:22 https://youtu.be/HLH1bN6_8_A Juan Carlos Sanchez Electrical Engineer

Formerly Financial Network, this ensemble financial services practice offers wealth management,…read moreretirement and college planning, life, health, property and property/casualty insurance. With 26 years of experience, Panagopoulos and his staff use the latest technology and personalized service to help clients reach their financial goals.

From the owner: Specializing in: - Insurance…read more- Property & Casualty Insurance - Investment Advisory Service - Retirement Planning Services - Financial Planning Consultants - Financial Services - Financial Planners - Investments - Mutual Funds - Employment Opportunities - Employment Agencies - Investment Management

Good return on investment good investment advice. That's is enough for now. They can do with…read moreless.

Fidelity put a hold on a check that I wrote myself from one of my accounts that is flush with…read morefunds. I deposited it through "Online Banking" from my phone. It has been like 3 weeks+ and my money is still in some alternate universe and not available for me to access it?! Could have flown to NY and deposited the funds faster. Ridiculous!! Every other account from many multiple financial institutions deposits and makes my funds available much faster! (24 hours is the norm. Most can do it immediately because it is an electronic online deposit and the institution is taking the money out of my accounts fast). Is Fidelity Investments stalling just looking to make some extra interest on my money at my expense?! OR, perhaps they don't care about the customer service end of it as long as you invest funds with Fidelity Investments?! If you have negative stars, then I would elect that option.

My new financial advisor is MAKING IT RAIN! I was skeptical at first, I contribute to my 401k, a…read moreRoth IRA and I dabble in the stock market a little bit. I try to save as much as I can and store it in a regular savings account. I've been doing this ever since I started working. Smart right? Wrong. So wrong. About 5 months ago, Chris Clausen at Mass Mutual helped me invest my savings into various funds- 5 months later, i've made 18%. He's patient, generous with his advice on investing and a true guru with finances. I really feel like he watches over my money like it's his own. I recently told him I wanted to retire when I was 50, he didn't laugh, he helped me put a plan together to get me there. Imagine if I had started these investments sooner...I don't want to think about it. Call Chris, he'll hook you up!