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.

Biggest jerks in the business The reps you see when you come on don't know anything, it takes…read moreforever for them to give you any simple answer, they don't have name tags and they don't know how to de-escalate situations. Invest with anyone but them. They don't even want your money. They hold widow money for no reason and don't tell you why. Dan Levene is the most incompetent periods I have ever met in customer service management. He deserves to be T-boned by a drunk driver

I worked for Optum and had a 401K there. I left on good terms but was never advised on what happens…read morewith my money, if any. I tried to call Fidelity and had the worst experience ever on the phone. I get it: The new way to handle and do nothing is to be polite and deny the caller, treat them like children. I got the account when at Optum (United) a long time ago and never wrote down my user name and password. I called and spent the morning talking with supposed helpers at Fidelity. I game them my ss number name address and everything I could think of. I am a licensed Psychotherapist for years in Florida, a veteran and still know my service ID., even my blood type! I an convinced O will never see the money: there must have been too little $$ to care. If you want to be insulted by condescending BOTS, call Fidelity!

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.

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

Ryan Pakzad was amazing; personal and professional. My mother and grandmother went in there and he…read moretook care of them quickly and efficiently.

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.

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.

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

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

Company has closed up the business and disconnected most contact numbers the one still in service…read morewill not return a call and block you. Was 9 months into a supposed sell of a property the property is now in limbo and missing surplus funds from a sell of one of the mortgages on the home. If you are currently doing business with them seek legal help.