Excellent, detailed financial/investment counseling and financial planning. Kudos to Harrington B (…read morelong term client) and new FP Banks M. My wife and I are in good hands for the long haul!

Awful and dishonest people. Do not go near them as they will waste your and everyone else time…read more Actually like guy I was going to work with( Myles Brandt) who ask me which investments I wanted to keep from my incoming portfolio then he doesn't like my list. Instead of working with me to find a solution after lots of paperwork was done by others, the prick decides to go back on his word. Don't trust Myles or Charleston advisors as they are just snakes in the grass. Also they claim they are tied to one fund group but all they want to use is just dimensional funds( doesn't sound like they aren't tied in some way with that fund group

Been with CPP for about 4 years now, nothing but positive things to say. Helped dramatically clean…read moreup and optimize my various portfolios and supported more complex financial planning asks around venture capital, trust administration, and personal company legal questions. As a former wealth manager, I wanted to get away from the negatively incentivized fee structures that major BD/RIA shops have, so a fee only independent RIA like Capasso is the ideal structure for anybody and they have been flawless in helping me get everything I have needed done. Cannot recommend them enough.

One scheduled meeting in 7 months of being signed up with these folks at $1000/quarter. What did we…read moreget out of it: A bunch of pamphlets and a small spreadsheet with a proposed rebalancing that has lost money in 6 months of having a really hot market. Honestly it's remarkable. Save your money and find another shark.

i have been a client of theirs for over 10 years. They are always friendly and professional. My…read morereturns have been terrible. How terrible is anyones guess since after several years i can never get a straight answer from Nathan. i also have a real estate investment with them that has done very poorly. i want to cash out but It is very difficult and CFPG makes it even more difficult. i personally like these people but have been totally underwhelmed with the performance of my investments and their customer service or lack there of! Greg Marshall

I attended one of their seminars at Ruth Chris Steak House. I was very surprised at how…read moreprofessional they were. They spent 1 hour or so explaining All the things that one needs to know about retirement planning. Very informative and I walked away with a better understanding of where my investments should go and what they should be in. I recommend this seminar to anyone in this stage of their life. Of course the dinner was fantastic. I expected nothing less of Ruth Chris. Frank G

My son is disabled.When we first met Joshwe had just received a notice of a $50000.00 overpayment…read moreand that my son's benefits were being terminated as well as his Medicare, because of my son's work review was completed incorrectly. Josh not only was in frequent communication with us, but with my son's employer as well to gather important details that would later result in not only the benefits being reinstated but the overpayment was totally removed. without Josh's diligence who knows what type of financial situation my son and I would be in .If you have a problem it's in your best interest to give Josh and Social Benefits a call. I can't thank him enough 5 stars doesn't seem adequate .Thank God for Josh's help.

From the owner: Social Benefit Advisors can assist you in reviewing previously filed claims. Don't spend anymore…read moretime wondering if your claim was filed properly, we can handle it for you. Get in touch with us for more information about current Social Security benefits regulations and how a Social Security benefit analyst can help you. The team at Social Benefit Advisors is committed to ensuring all of your questions and concerns are addressed, providing you with all the information you'll need to make the best financial decision for your specific situation. We have the the knowledge to help you plan the most effective financial strategy, and our experience as a Social Security insider can ensure that you and your family are getting the best advice to make the right decisions.

Their bookkeeping services are invaluable to my business. I highly recommend them for all your…read morefinancial needs!