Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I have been retired for almost 10 years. A year prior to retirement, financial planning wasn't a…read morepriority. Someone referred me to Insight to Wealth for a review. Overwhelming skepticism! I was thinking I could setup my own retirement plan. The more research I did, the more worried I became. I began to imagine the tremendous effort, patience and expertise required. I asked for a plan. Enter Brian S. Brian emphasized that a hedge against inflation is key in a solid retirement plan. I didn't think of that. So, he setup a diversified plan consolidating all my IRAs and 401ks using various investments vehicles. The variety provided protection against inflation, he said. 10 years later, I am living a lot more comfortably than during my working years, thanks to Brian and his team of experts!

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.

If you think working with a financial planner is intimidating or scary then you haven't met Jeff…read more He is excellent to work with in every facet and he always has your best interests in mind. Can't recommend enough!!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The reason I like Ben the most is he takes time to explain everything financial to me and my…read morehusband. He is never pushy with any of the products he has to offer, and will advise you if he thinks a product is not something he would recommend. My husband, says he is a strait shooter and coming from him, that's high praise! If you need financial advice, don't hesitate to give him a call.

Ben Mohr is extremely knowledgable in his field, trustworthy & accountable for his business and his…read moreclients. I highly recommend.

We're glad we connected with Faruk. His knowledge and insights have been very helpful and…read moreinformative. He's patient and takes the time to understand you and your financial situation before presenting recommendations. We would definitely recommend Faruk to anyone interested in planning for their financial future.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

My brother referred me to Jeremy and his team at Conversant and I've been with them for almost…read moreseven years now. From the beginning, Jeremy has prioritized getting to know me, my career, my family, and what matters most to us. What impresses me most is Jeremy's approach, he is not focused simply on "beating the market." Instead, he helps us stay focused on the bigger picture, studying how markets have performed and reacted over time and planning ahead for the next opportunity. Jeremy schedules quarterly check-ins and is attentive and easy to talk to, I always feel like his advice is tailored to our family's goals. I'd highly recommend him and the Conversant Wealth Management team to anyone looking for a trusted advisor who truly takes the time to understand you.

They are professional and very knowledgeable. I feel safe with our money being managed by them.read more

My wife and I definitely recommend Gary Alt and Monterey Private Wealth. We had looked into some…read moreof the newer "robo-advisors" and some other financial planning firms but what we found at MPW suited us much better. Gary led us through a process of discussing our needs/wants and then ultimately quantified our goals in a coherent financial plan. We also greatly appreciate that MPW is solely compensated by the fees that we pay and not compensated by mutual fund commissions and other back-end sources of revenue that might skew the advice given.

I reached out to Monterey Private Wealth via their online form and got a call that same day from…read moreGary Alt. I had a lot of questions about my taxes and when to exercise some options. I also wanted to get a financial plan together (retirement, savings, investing options..). Gary was very patient and explained all of my options at length. He is not pushy but really puts things into perspective so that you feel confident about your financial decisions. I highly recommend Gary!

To whom it may concern,…read more For the last two days I have been placed on hold for over 35 minute waiting to speak to a manager which, never happened!! once again " TODAY" I called Merri Lynch requesting to speak to a manage!! again I was placed on hold for over an hour and ten minutes before Angela, hung up on me!!! I am done dealing with you folks!!!! Your company is nothing but a joke!!! I will do everything in my powers to, move my investments to another company that, values their customers! No need to reach out to me anymore! The damage has been done! Here are screenshots of my waiting time and, being hung up on! Twice in two days!

I don't see any current reviews so am adding one. I moved to a Merrill Lynch team at this location…read more2 years ago and I could not be happier. I am assigned to a dedicated Merrill Lynch Wealth Manager who is simply the best I have ever experienced. I have been a do-it-yourself investor most of my life so I have my own thoughts about the way I wish to have my money invested and managed. What I like best about my Merrill Lynch Wealth Manager is he listens to me and provides me options to choose from and lets me make the final decision on how I want the transferred in money set up and invested. That is exactly what I was looking for. My Merrill Lynch Wealth Manager is available to me anytime I need him. I know every client is different and has different needs, but I hit Bingo with this find.

Pleasant experience, very fair value for a ring my son had. I don't think the value was known at…read morethe time my son received a ring back in his Little League days around age 10. He found it cleaning his room at age 16 and we looked up the value. Still expensive new, but resellers are getting $800 - $2000 for the ring with tiny tiny diamonds and a tiny tiny ruby that and with 14K gold at a high now, thought we would avoid the whole selling online experience. This was SO easy and a good experience for my son. Our valuation of the gold was on spot, they take their portion and still left with a nice chunk of money for my son. Very clean inside, cool A/C on a hot day too. I'd go here with anything else I wanted to trade for cash. As a chemically sensitive person, the air fragrance was a bit much inside, but it won't stop us from returning based on fair and honest pricing and positive experience.

Great people with really fair prices! Came in to sell some precious metals and they gave me a…read morereally competitive quote. I initially wanted more time to think it over and they honored the pricing agreement when i came back after shopping around. Highly recommend this business and look forward to more business with them!