We have been investing our retirement accounts with Oak Partners for around six years & are happy…read morewith them & especially their team approach & the fact that you will never get a recorded message during business hours. You will get A REAL PERSON. If the person you would like to talk with is unavailable most always you can speak with another person on the team. We are on Marc Ruiz team. He writes for the local newspapers too. I think the neg review is sour grapes due to market changes or did not or cannot READ the prospectus for different investment vehicles. Joe & Jackie Thiel

From the owner: Oak Partners, Inc. wealth and retirement planning has been the Regions Partner in Retirement for…read moreover 25 years. Oak's team includes 18 registered Financial Advisors and an incredible support staff of 20. Oak supports the team approach and believes in keeping their clients educated and informed. The relationship makes the difference.

Jason and Derric are the best! If you are looking for a one stop shop for financial planning and…read moretax planning, Midcoast is the place for you!

very disappointed in my IRA. They have had $7000 for two years and have not made a dime, but took…read moretheir fees out anyway. I left with a less $6700 and had someone else invest it and made over $3000. Do not recommend.

Larry Gulotta has been our financial guru for 30+ years and has been a even keel in the water…read moreinvestment advisor. We started with him with A.G. Edwards and have stayed with him in the move to Stifel Nicolaus. His advice has made retirement income a reality.

When I first started using United Credit Experts my Credit was at around a 520. I was very down on…read moremyself and didn't know really what to do or who to ask about getting it listed in hopes to buy a house. A friend of mine recommended me to Josh over at United Credit Experts and he worked magic . As of right now I'm sitting at a 670. Over 100 points in a little over a month.I'm not even done with the process yet . Just wanted to share my experience because it really does work and will get you where you need to be. Thanks Josh Dan

United Credit Experts did a fantastic job straightening out my credit report with all 3 agencies…read more They helped with custom tailored solutions to improve my credit a lot in a short amount of time. They're great communicators and bring great results for a reasonable cost. Highly recommended.

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!