Very caring, knowledgeable and accommodating. It is a pleasure to deal with local people instead of…read morerepresentatives of a large corporation that push their own products

From the owner: Income Specialists! Call us for a free Social Security or…read moreInvestment Analysis report. This could help you make a difference in how much income you get in retirement or from social security! Are you structuring your retirement to minimize taxes and risk? What strategies are there to protect you from a falling economy or stock market? We help our clients with advice and planning needed to retire with income they need. We offer Social Security analysis and retirement and income planning. Toro Bravo Investment Advisors, LLC is a Registered Investment Advisor firm. Brian and Subhani are Certified Financial Fiduciaries. Toro Bravo is an Independent Texas Company offering Market and Non-Market Investments and Investment Advice. We offer fiduciary fee only and traditional investment accounts. Mubashir Subhani is a Retirement Income Certified Professional and Brian Moon is a Registered Social Security Analysist. Advisory Services Offered through Toro Bravo Investment Advisors, LLC, a Registered Investment Advisor Securities offered through Crown Capital Securities, LP Member FINRA / SIPC Investment Advisory Services also offered through Crown Capital Securities, LP. Crown Capital Securities, LP and Toro Bravo Investment Advisors, LLC are separately owned and operated.

Their "Secure messaging" system is outgoing only - they do not want to hear from customers…read more their document update will not even try to handle their own forms when a portion of the form is removed and they "accept" it for upload, the upload fails w/o notice i'm starting to wonder how hard they can make it for us to do a withdrawal

If I could give this company negative stars, I would. Corebridge Financial is the definition of a…read moreleech--they are happy to take your money, but the moment you try to access it or leave, they make your life a living hell. My experience has been a financial nightmare. When I first attempted to withdraw from my annuity, their incompetence cost me thousands. They failed to stop the payments properly, which resulted in me taking a 10% hit NOT once, but TWICE. Their inability to process a simple transaction penalized me directly out of my own pocket. Now, I am trying to finally close this account for good, and they are obstructing me at every turn. I submitted their required cancellation forms, but because of a single, minor error on a checkbox, they are refusing to fix it over the phone. Even though they can verify my identity, they are forcing me to resend the entire packet via physical mail. This isn't "security," it's a stall tactic designed to hold onto your money for as long as possible. They do not deserve one cent from the clients they have. Do yourself a favor: take your business to a company that actually respects you and knows how to do basic math.

Scott and his team did a great job offering and explaining a benefits package to my employees. We…read morelook forward to now being able to offer our employees retirement plan options.