Steven Burman and I have worked together on and off for the past 12 years, strategizing how best to…read moreimprove my credit. Whether it be consolidating and paying off credit card debt, bumping up my score or refinancing my mortgage at the right time, Steven's expertise and knowledge greatly helped me along the way...

I am 60 years old and needed some assistance getting ready for retirement. A friend referred me to…read morePeter and I couldn't be more pleased. He helped me get my current assets in order with the goal of optimizing my nest egg and tax situation as I move in to retirement which won't be for 6 years. I would not have been able to do any of this on my own. He and Jen answered all my questions and inspired trust in any final decisions I made. We also discussed estate planning, long term scenarios for when I am much older, potential health issues, planning for assisted living etc. I am not a homeowner and do not have a large nest egg but I was still treated with the same a respect and attention to detail that I am sure he gives his much wealthier clients. Tough to trust anyone these days but he gets my endorsement!!

Laura Daniels is truly the best. She helped me make sense of my finances in a way that never felt…read moreoverwhelming, and together we mapped out clear, realistic milestones that actually feel doable. For the first time, I have a plan I understand and feel confident following, and that's been incredibly empowering. What I appreciate just as much is who they are as a company. They're local, they genuinely care about social justice and the planet, and that care shows in the way they work with clients. I love that they offer values-based investment options, so I can work toward my financial goals while staying aligned with what matters most to me.

A real mensch. Extremely trustworthy. And out of the 6 wealth investment managers I interviewed,…read morethe sharpest about the market, taxes and best advice. Really concerned about understanding your philosophy and working with you

Jonathan Karelitz was our financial "advisor" who sold us into a REIT without disclosing that we…read morewould NOT be able to get our money out when we wanted to, like other REITs or investments. He then lied and said he told us that was a possible outcome. WHY IN HELL would I EVER invest in something where my money is trapped, and I can't get it out. Especially when the investment was tanking. My suggestion...GO ELSEWHERE!

I have been working with Julian Morris for almost 10 years, and would describe him as a kind,…read morethoughtful, responsible, and knowledgeable financial planner. He works hard to ensure his clients make the right decisions to enjoy the present and prepare for the future . I trust him implicitly with my finances, and would encourage others to do the same.

I don't know where I would be without Terri and Archer Bay. She understands that everyone thinks…read moreabout money differently and has different long-term and short-term goals. Terri helps you make decisions to set you up for success by providing her insight, historical data, and tools. Before I met Terri, I didn't know what I didn't know about money and financial planning. She taught me so much. Everything from inflation and expense ratios, to how to think about stock options and the difference between 401Ks and IRAs, and stocks and bonds. I think like most people retirement is something I knew I was saving for, but I had never thought about how much I would really need and how I would get there. I now feel empowered with the right framework and information. Terri provided me recommendations for how to manage and think about my accounts. We check in every once and awhile when the market changes or when I have questions. She's always super responsive and thorough in her replies. If you're thinking about getting a financial advisor, I cannot recommend Terri enough. You will not be disappointed!

I was explained in great detail, step by step how to properly invest and save . It started off with…read moredoing a detailed budget , and projection of my needs across my lifespan . I was also taught how to invest in ETF's and save money by not investing in funds with large expense ratios . My investor , Terri, is making my money work hard for me instead of getting kickbacks like my other old investment companies received. I have saved thousands of dollars by not paying high fees for funds ( approximately $10,000 this year ) by going with Archer Bay Capital,and not being gauged with hidden fees I was never aware that existed .. I pay much less for management of my portfolio than the typical 1% that is charged , and there are no hidden fees in the funds I have . My portfolio is also performing very well and I am making more money than I ever had in the past . They are available to answer any questions I have . I also enjoy the app and the blogs as well ,they are a nice bonus . I am well taken care of instead of being taken advantage of like I was in the past with other investment companies . Archer Bay Capital is unique because it is an investment company that educates it's clients how to invest in a way that makes their portofolio work to maximize the client 's return . I can't emphasize enough how ethical and helpful Archer Bay Capital is as an investment company . I hope they become the model that all other investment companies follow in the near future .

Matthew Goldwasser is the consummate professional. He is highly-educated, with relevant licenses,…read moreand is extremely ethical. He researched the options for my life insurance application. Then he explained the pluses and minuses of each strategy. I was easily able to voice my approval for Matthew's "top pick". I was so satisfied that I referred Matthew to my younger son after he got married, and he too became a client. In addition to getting good value for my life insurance policy, I also have "peace of mind", knowing that my family's financial security is being protected by such an honest man.

Online investment advice and real people to help you get started …read more You can focus on building your career and Benigro will focus on building your wealth.Perfect for young busy professionals