Cancel

Open app

Search

Epl Group

5.0 (1 review)

Services - Epl Group

Investment management

Epl Group Photos

You might also consider

Recommended Reviews - Epl Group

Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
Yelp app icon
Browse more easily on the app
Review Feed Illustration

6 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

You might also consider

Verify this business for free

People searched for Investing 465 times last month within 15 miles of this business.

Verify this business

East Valley Fiduciary Services

East Valley Fiduciary Services

(13 reviews)

EVFS was recommended by the attorney who revised my mother's estate plan in 2017. Written into both…read moreher will and trust, she and I googled the company name after she signed her documents. At that time, there were several people with complaints and outstanding issues with the firm, and mom became concerned. We wrote an addendum to the will at her request. Since she passed, however, East Valley Fiduciary services has served as mom's Trustee and done a fine job. Their staff has been communicative, courteous, prompt and professional in every way, and I trust Mike Bogle to help us wrap up her estate and close this chapter in our lives. In short, EVFS is a very good fiduciary. I've served as executor twice now, and appreciate the challenges that must come with the duties of a professional fiduciary. Family discord, client incapacity and heightened emotions are woven into the aging/caregiving/hospice and executor experience - at a time when all decisions are inherently financial. EVFS services include preventing pitfalls and helping families manage finances as they prepare for end of life. I recommend Mike Bogle and East Valley Fiduciary Services while making estate plans and to families out of state who need help managing the care/loss of a loved one. They are handling the elements of estate management that pose the biggest challenge to me, and I'd rely on their expertise again. Thank you Theresa and Mike!

They will charge you big money to spend what should be your money, your property, your…read moreinheritance.....look up all the court cases they have been involved in.

Heritage Financial Strategies - Shanna Tingom, Our Co-Founder.

Heritage Financial Strategies

(10 reviews)

We've been with Shanna almost since the beginning when HFS was basically just a one woman show…read more She's been very helpful in providing good advice to insure that the money that we have had invested so far through 401k and other means continues to grow. Through her company there's access to other financial tools to help anyone out to get their financial life's not only on track, but ahead of the curve. We recommend her highly if you're looking for someone who won't blow smoke up your (you know what) and will provide solid advice on which you can actually bank! She just opened a larger office and now employs a few advisors who are just as personable and willing to help as Shanna is.

It took me almost one year to debate if I was going to write a review about this company due to the…read morefact that it won't quite put them in the best light. However, knowing there are folks out there who aren't very comfortable/familiar with investing/planning for retirement I wanted to provide my honest opinion about Heritage Financial Strategies. I was looking for a new financial advisor after the previous one, that I actually had a good 3-year run with, decided to put more effort into researching tools of the trade than helping his clients and their retirement goals. My mother and I met with Shanna and decided to give her a try (she was to manage my mom's retirement accounts). In the first few months she seemed to be doing ok, even though the lines of communication weren't the greatest with her. BUT, to be fair, her assistant, Emily, was always fantastic to deal with. Then she went dark, and after some not so nice emails from my mom, she told us if we want to schedule reviews with her that we need to go online and schedule through a link she provided. Now, that information would have been wonderful to know at the start rather than being treated like we were junk on the side of the road. Also, I had to do some pushing to get recommendations on whether or not some stock should be sold and what she had in mind for purchase. Not exactly the way this "financial advisor" thing is supposed to work. I just want folks who are not familiar with investing/markets/planning for retirement to perhaps think about going somewhere else lest you deal with 0% return over the course of a year.

Fleming Financial Services

Fleming Financial Services

(1 review)

I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it…read moreclear that I needed a plan in place and executed by 12/31 because my filing status was going to change to single with it's less favorable tax rates. We also talked about their investment managing services. It all sounded great and I had every intention of having them manage my investments. He said he would put together options for the Roth conversion and we made an appointment to get back together 12/18, a week later. A couple of days later I got a call from his office and they told me he got the flu and might not be able to make that appointment. They would let me know. I called them the morning of the 18th and the receptionist told me he couldn't make the appointment and that he asked if we could reschedule after the first of the year. I reminded her that I had to make the Roth decision by 12/31 so after the first of the year would do me no good. She said someone would call me. Shortly thereafter I got a call from Geoff of his office and he said that he would get with Shawn and would call me back in 2 days with options. I never got a call so I had to just wing the Roth conversion. I didn't hear from them at all until today, 1/5/24. Needless to say I told them I wouldn't be doing business with them. If I can't trust them to remember my situation, my priority, and their commitments to call me, how could I trust them to manage my investments?

From the owner: Fleming Financial Services offers full retirement planning solutions. A plan with us includes in…read moredepth analysis of your current financial life, as well as a plan designed specifically designed for you: based on your goals, your objectives, and your needs.

Epl Group - investing - Updated May 2026

Loading...
Loading...
Loading...