Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

My mother passed away in December, and funds from her Merrill Lynch account were supposed to be…read moredistributed to me according to her will. What should have been a straightforward transfer has turned into months of delays, confusion, and poor communication. On December 30, I met in person with a Merrill Lynch advisor at the Palm Beach Lakes branch on Bsnk of America and provided all requested paperwork to transfer the funds into a new Merrill Lynch account they opened for me. Since then, I have had to call every week to ask for updates. Each time, I was told the transfer was being held up because the account had to mature before it could be transferred and that it would be resolved within two weeks. That explanation was repeated over and over. It is now March 3, and I still have not received the funds. Instead, I received a notice requesting additional verification. I was required to provide the last four digits of my late mother's Social Security number just to get information. After locating that documentation during an already painful time, I was then told they could not explain over the phone what was actually missing from the paperwork. When I attempted to contact the Palm Beach Lakes office directly, I reached only voicemail. At Merrill Lynch nobody cares about you. I still do not know what more they need. This is a heartless company that cares about red tape and not the costumers they should be serving. There has been no proactive communication, no transparency about what is needed, and no sense of urgency despite this being an estate matter following a death. For a firm of this size, the lack of coordination and basic customer care is deeply disappointing. Handling a parent's estate is difficult enough. It should not require weekly follow-ups, repeated explanations, and contradictory information just to move funds that were clearly designated in a will. Based on this experience, I cannot recommend Merrill Lynch to anyone dealing with estate transfers. Families deserve clear communication, accountability, and respect -- especially during a time of grief.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

i find Schuab to be the most friendly and helpful, besides being efficient in managing my IRA…read moreaccount, of all the investment firms I have used before (4) of them. Always speak to a real person and they are are always helpfull and polite. Uniquely qualified personnel, always helpful and extremely polite. Perla Z

I am a current customer and filled out a form online to ask for an in person meeting at the local…read morebranch. A representative called me and wanted to know what I wanted. I said I was interested in what other services they might have as well as a walk-through for the procedure to transfer my account if I became disabled. I have a brain tumor so this could be a possibility. I finally asked if this phone call was my "meeting". He basically told me since I have less than a million invested with them they weren't interested in talking to me in person. When he realized I had other investments they might snag he got a little more interested. Is it too much to ask to spare an existing customer 30 minutes? I wish it wasn't such a hassle to close my account and go somewhere else. I can certainly see why their reviews are so bad.

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

To all, Be advised…read morewhen working with Morgan Stanley you will not see all the added on hidden fees. The fees i'm talking about are hidden and you will not see them on your statement. I would stay away from any Morgan Stanley office.

This company save my family. They went above and beyond to get all issues ,credit score up , school…read moreloan help.Without Jamal and Vanessa I would not have gotten to purchase my home an would lost a large downpayment and had to move out of our family dream home.I absolutely recommend Jamal and Vanessa for your needs.

I was being sued by a collection agency so I contacted Jermeal at Empire Credit Solutions and they…read morewalked me through everything and they did all my foot work for me and I am happy to say I got a letter in the mail yesterday saying my case was dismissed! I'm so happy, Empire Credit Solutions save me thousands of dollars! Now I'm having them help me build my credit back up. If you want your credit brought up this is the place to go! Thanks Empire Credit Solutions I could not have done it without you!

i thought this company was something remarkable in the beginning. They've you do a trial run where…read morethey deposit a small check into your bank account. If all things go good then they'll deposit the larger amount. Well, lets just say it didn't go as planned. My bank froze my account because they couldn't verifiy the check or phone number. We tried for over 4 hours to get someone to answer there phones. Either it would go to voicemail, get hungup on or it would just ring. So in the end my bank account was overdrawn and frozened. Now they've taken down there advertisement and changed it to something else. Still using the same name and everything. They just won't talk to me or try to fix what they caused. They will tell you it's not there problem that my bank won't allow the funds to go thru

I received an approval; however, the terms were predatory. I read the reviews and assumed I was in…read moregood hands. Let's just say I was Wrong! This was worst then a payday loan service rate. I don't have bad credit; my business has been established over two years. Throughout the entire process I received several bot generated texted messages and one call in that order. Upon my approval I received one text message from a human which I responded informing that person that I wouldn't be moving forward. I was reading that Yarrow Financial goes the distance. I guess this time they were lethargic and lacked enthusiasm.

Stay away from this brokerage firm, especially Russ Johnson! Neither he nor his associates return…read morephone calls or offer any personal service after they have received your investment money! They do not monitor your accounts carefully. There are many other firms which offer far better service!

I had spent many years with an advisor whom i considered a friend. He grew money for me, this is…read moretrue, but when i realized how much of a take he was getting, and it was running my IRA out completely, i was a bit alarmed. Bruce at Raymond James handles my parents account and had been completely trustworthy for a very long time. When i visited with my parents, he asked me if i might consider showing him my portfolio and he would review it. What he pointed out to me floored me, and i was so very grateful. There was no pressure but honest appraisal of things i was not aware of, and how they could help me. We discussed for a few months and then i made the switch. Bruce, Walter, Deb, Tanya and Francesca have treated me like a king (i'm not that big an account) and everything they promised has come to fruition to the point i've given them my entire account which they have diversified wonderfully. Whenever i visit SFlorida, Bruce asks me to come in and evaluate where we are now, and what he things we should do, as well as tax ramifications for any decision i make. I can strongly recommend Raymond James Glades Road office if you want honest, straight talking, hard working professionals who make you one of the family. Today, they sent my parents a huge bouquet of flowers to celebrate their 71st wedding anniversary. My mom could not stop raving about how special she felt. Thank you to the entire team.

Review of Summit Brokerage.. Norman Robbins did wrong by my…read morefather and I. we should have never switched from Wells Fargo. not only did we see a substantial decrease in dividends, but when I confronted Norman, he slammed down the phone, he HUNG UP ON ME. HE IS IN NEED OF SERIOUS ANGER MANAGEMENT !! his firm is located on 7807 Steeplechase Dr PBG. I am going to report him to the SEC. He even lost paperwork so as we could not receive our dividends. we had to resign and email back to his office. we originally signed the exact same document when we first met, however he running out the door and going on vacation. this was obviously more important than our business interest. if you want good investment service, I personally reccomend Wells Fargo and ask for Croft Meeker. He asks all the right questions pertaining to your needs and he is conservative. Norman placed us in some stocks which were not considered stable, though they paid a good dividend, the company was on shaky ground and not even rated. Norman is a smooth talking criminal who is not to be trusted. again, he slammed down the phone on me, that is about as professional as discussing finances with a toddler. may karma come around and take everything away from this con-artist. after confronting him on the phone about my first quarterly earnings (less than $3100.00 on 1mil dollars) again, he had the gumption to hang up on me. I will work diligently to spread the word he is a fraud and is probably skimming money off the top. he reminds me of a Bernie Madoff !! almost forgot, he charged us $1000.00 dollars to move our money to his firm. he stated those were transfer fees from the other bank. so I called Wells Fargo and they stated the fee was only $200.00 dollars. again proving Norman Robbins is a thief and a liar. dad and I met with a Well Fargo financial advisor to reinvest our monies with them. we revised our stock portfolio and he took the time to help us spread the risk. and he found highly questionable stocks that Norman Robbins put us in as the were not rated and put out a 10% return which is impossible in this day and age. eventually that stock will fold and we would have been out of a lot of money. Thus, Norman is a fraud and risk your money with unrated or B class stocks. He is a thief and a liar and will take advantage of you and invest your money in risky businesses. whereas WF will look at our selection and take it to their analyst to make sure our choices are safe and wise. WF will even send a representative to your home for your convenience. these guys are professionals 100% and will do everything to protect your investments. plus the broker is paid based on how well your assets perform. he only takes a small percentage on new purchases which is well deserved on their part. I had no idea how far Wells Fargo went to protect your investments. oh, if you don't make money, neither do they. thus if an unfortunate event occurs where your stock selection makes nothing, Wells Fargo takes no fees. Submit Brokerage take their fees even if you dont make money. if you are with Summit Brokerage, I highly recommend you seek another firm who has analyst to double check your decisions.

Norman Robbins ripped off my elderly father. Though nearing 90 years old and living on fixed…read moreincome, Norm Called him once a month for a double commission. Always something to sell and something to buy in the same call. And Mostly losers! Some stocks down 50-80%. Fraud. his license should be revoked. Do not give him your money!