Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

My mother passed away in December, and funds from her Merrill Lynch account were supposed to be…read moredistributed to me according to her will. What should have been a straightforward transfer has turned into months of delays, confusion, and poor communication. On December 30, I met in person with a Merrill Lynch advisor at the Palm Beach Lakes branch on Bsnk of America and provided all requested paperwork to transfer the funds into a new Merrill Lynch account they opened for me. Since then, I have had to call every week to ask for updates. Each time, I was told the transfer was being held up because the account had to mature before it could be transferred and that it would be resolved within two weeks. That explanation was repeated over and over. It is now March 3, and I still have not received the funds. Instead, I received a notice requesting additional verification. I was required to provide the last four digits of my late mother's Social Security number just to get information. After locating that documentation during an already painful time, I was then told they could not explain over the phone what was actually missing from the paperwork. When I attempted to contact the Palm Beach Lakes office directly, I reached only voicemail. At Merrill Lynch nobody cares about you. I still do not know what more they need. This is a heartless company that cares about red tape and not the costumers they should be serving. There has been no proactive communication, no transparency about what is needed, and no sense of urgency despite this being an estate matter following a death. For a firm of this size, the lack of coordination and basic customer care is deeply disappointing. Handling a parent's estate is difficult enough. It should not require weekly follow-ups, repeated explanations, and contradictory information just to move funds that were clearly designated in a will. Based on this experience, I cannot recommend Merrill Lynch to anyone dealing with estate transfers. Families deserve clear communication, accountability, and respect -- especially during a time of grief.

i find Schuab to be the most friendly and helpful, besides being efficient in managing my IRA…read moreaccount, of all the investment firms I have used before (4) of them. Always speak to a real person and they are are always helpfull and polite. Uniquely qualified personnel, always helpful and extremely polite. Perla Z

I am a current customer and filled out a form online to ask for an in person meeting at the local…read morebranch. A representative called me and wanted to know what I wanted. I said I was interested in what other services they might have as well as a walk-through for the procedure to transfer my account if I became disabled. I have a brain tumor so this could be a possibility. I finally asked if this phone call was my "meeting". He basically told me since I have less than a million invested with them they weren't interested in talking to me in person. When he realized I had other investments they might snag he got a little more interested. Is it too much to ask to spare an existing customer 30 minutes? I wish it wasn't such a hassle to close my account and go somewhere else. I can certainly see why their reviews are so bad.

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

To all, Be advised…read morewhen working with Morgan Stanley you will not see all the added on hidden fees. The fees i'm talking about are hidden and you will not see them on your statement. I would stay away from any Morgan Stanley office.

Even though we have our own accounting firm, in order to have an unbiased, independent company,…read morewhen my father-in-law passed away we used Liz Dunn to handle the trust tax return. I am so happy that we did this. Liz Dunn and her entire staff is professional and very informative. They answer any questions and are empathetic to your situation. The only issue that I had is the length of time that it took them to get our return done. It was months and we had to call several times before it was completed. They do request an up-front retainer. Something that we should be doing with some of our clients. Other than these few issues, the office is nice and very convenient for anyone that lives in Boca Raton and vicinity. There is ample parking and they accommodate you without any wait time when you make an appointment.

From the owner: For thorough and confidential Boca Raton, FL Accounting services, don't hesitate to call us today…read morefor great financial advice. E. Dunn, CPA & Associates is relied on for helpful assistance.

Smoke and mirrors advice. Hold on to your wallet. The advice was no better than a low level…read morebookkeeping service.

Great staff , always welcoming and helpful. Full service office , extremely experienced and go the…read moreextra mile for clients. Take all phone calls!!! Receptionist, staff , CPA's - best office and we have experienced previous firms who do not come close to this excellent firm.

They've taken my dad's premiums for 50 years but try to surrender a life insurance policy and you…read moreget the proverbial "run around". After filing the easily downloaded forms from their own website I'm now on the fourth member of their "inforce" operations asking for more, different, and even the same forms. Get your life insurance elsewhere!!

Worst customer support (especially for financial & wealth management) in the industry. I have used…read moreSchwab, Fidelity, Prudential, eTrade, and Chase in the past and used them as comparison. At John Hancock their call center is 100% based in Philippines at all hours of the day & night. The call reps don't get measured on answering questions accurately, or providing any amount of customer service, rather only on speed of answer. THAT'S IT! They were of no help at all. The website indicated to call their 800 number for information on 401k questions, yet the the call rep constantly referred me back to the website for information (that wasn't present). The call felt like a 'who's on first?' episode. Even at the end of the call when they asked had they answered all my questions, and I indicated they did NOT help with my concerns... the response said it all... 'excellent, have a nice day', and they hung up! This is the fourth call I've had with them, and I can't wait to move my money OUT of that place. Stay away from this firm. Whatever promises are being made in local offices, or by brokerage firms trying to sign you or your company up... I PROMISE you will be sorry later.

They bold face lie to you. Took a week to get back to me saying they cancel contract. No reason no…read moreanything. Complete was of time. Absolute Scumbags !!! Stay clear

These people are crooks they tried to sue me for breach of contract and try to rob me of my house…read moreduring foreclosure try to forge documents that I did not sign saying that I signed them took me to court but I beat the case hopefully looking to counter Sue for the same 75,000 that they were suing me for breach of contract these are crooks do not trust these people they will rob you and steal from you the less fortunate if you don't know better do not I repeat do not allow these people to trick you into signing any documents even if it's to look into your mortgage they will say you signed over the deed to your property or the rights to your property and try to sue you for breach of contracts if you don't use them they try to do a monopoly take your house put you in a different house that they and put you into a leasing contract you will never get out of e WARNING WARNING WARNING WARNING WARNING DO NOT TRUST THESE PEOPLE THESE PEOPLE WILL ROB YOU!!!!!