I was familiar with Fidelity Investments from my hometown of Boston and decided to use them for…read moreretirement savings. The representatives are very professional, friendly, and thorough, listening to the needs and goals of their clients, along with providing thorough service.

This Fidelity office was non-responsive. I received a sizable (by my standards) inheritance. A CPA…read morefriend highly recommended Fidelity and a few of their index funds as an investment portfolio. The nearest Fidelity office is in Rochester, NY, 1.5 hours from my home. I debated whether to fund the account in person, by phone and EFT or on line. I called three times to speak with a rep who was supposed to call me back but never did. Guess Fidelity does not want my money.

I inadvertently left a two-star review for this business based on my experience with a completely…read moredifferent company, which happens to also be named Forte Capital (but that one's based in NYC, and as far as I could tell, is not represented in Yelp). My sincere apologies to "this" Forte Capital. I tried deleting the erroneous rating, but Yelp's half-baked UI apparently won't let you do that. Nice going, Yelp - way to make your slimy review system even less credible. Anyway, as long as they're forcing me to rate a business that I know absolutely nothing about, anything less than 5 stars would be unfair. So, 5-stars it is. To all the readers, please consider this (and Yelp's other sleazy practices) before taking any of their so-called "ratings" too seriously.

No one I'd rather work with! Honest & straightforward. Truly cares for the select group of clients…read moreshe works with.

We found Ralph Angelo just as my husband was about to retire, and he was highly recommended for…read moreknowing how to manage getting our money from the company that was facing difficulties at that time. Ralph and his team did a wonderful job in securing our retirement investment and lump sum payout. We have been with APG for 10 years now, and couldn't be more pleased! Ralph has brought together a great team of sharp and intelligent professionals to cover the spectrum of needs. We have experienced service above and beyond what would be usually expected. Ralph is available to answer our questions and explain our investment options whenever needed. Through his recommendations and maneuvering of the money in our investments we feel very confident in our financial future. Although we may only see or speak with Ralph two or three times a year, we consider him a good and trusted friend. We have no hesitancy in wholeheartedly recommending Ralph Angelo, and the Angelo Planning Group.

From the owner: Because Family Matters​read more

I have done business with High Falls Advisors for many years. I remember when Mr. Englert was first…read morelaunching the business out of small little office building near his home. Through the years he assembled a quality team of financial experts including his daughter Jennifer who I deal with. I remember Jennifer when she just graduated from high school tagging along with her father learning the business. She went on to college and got a degree in real estate law, as well as accounting. She is now the Chief Compliance Officer in the firm. She is a hard worker and very caring to all of her clients and customers. From tax preparation, to investments, savings, and even Social Security advice on your benefits, the High Falls Advisors team is a good choice.

From the owner: High Falls Advisors has been helping individuals and families meet their financial goals since…read more2008. We offer a wide range of services including retirement planning, tax planning and preparation, professionally managed portfolios and investments, employee benefits counseling and estate management. Contact us today to learn how we can put our financial services and comprehensive experience to work for you.

In violation of do not call rules, called me twice and used a name that only shows up on spam calls…read morein the message left twice. Will be seeking legal action for using dark web sources and calling in violation of do not call rules. I have never, and will never be involved with these people. Despicable behavior that suggest they deserve to go out of business. Also reported to the do not call registry and have listed them as spam at Apple and T-Mobile.

Stat away! I made the mistake of putting all my eggs in one basket. I was doing quite well on my…read moreown investment portfolio until...Brighton Securities. They pointed me in the direction of financial ruin. BS used intimidation and scare tactics insisting I sell all my investments, or I'll lose my money without purchasing dividend paying options. And like a fool, I entrusted them with my $$. All while utterly ignoring my gut! Normally I'm not one to be steamrolled or bamboozled. I will never financially recover from that wreck-less decision. I would be a much wealthier person for it. In hindsight knowing what I do now, I should've ran for the hills. Shame on me. I'd be a much more financially solvent person today poised for 2025 retirement. Too bad. So sad.

I recently looked to open an account and heard great things about this firm and specifically this…read morelocation. However upon speaking to an account manager named Colin I was immediately turned off. He was very condescending and unprofessional. I was simply inquiring about the various services offered and he seemed not to care about me or my investment intentions. As a novice investor I was hoping for someone to help me out and provide some guidance but he didn't want to have anything to do with me. I will not be recommending them because of his actions.

From the owner: Founded in 1970, Manning & Napier Advisors, Inc. serves clients in over 40 states and manages about…read more$7 billion in client assets. Manning & Napier manages investments for a broad cross-section of clients, including Taft-Hartley and Corporate benefit plans, individuals, endowments and foundations, and municipalities. It remains an employee-owned firm, with 100% of the firm owned by full-time employees.

The people that work there are always on top of what service you need. All the people that work…read morethere. Our go to person is Ricci. I cannot say enough positive words about her.