My wife and I had a pre-retirement financial check up with Keener Financial. We found that the…read moreservice, quality of information and recommendations were excellent. It is obvious that they know what they are doing, but are also able to communicate for all levels of financial understanding. We highly recommend their services.

My daughter interviewed several fee for service financial advisors and chose Jean and is very…read morepleased (she plans to retire before she is 50 with Jean's guidance). I, too, have used her services and she suggested that I shouldn't need to come back again until I actually retire....

Bryce has been my Financial Adviser for over a decade and he's a true professional. His staff…read more(Janet and Dustin especially) are top notch and took great care of us when we needed their help moving funds around. My wife and I highly recommend Bryce and have complete confidence in him as a professional and a person.

This is an awesome place for full financial planning, advising, and investing. Our advisor, Chris,…read moreis the best ever. You're treated with respect, kindness, and care. They really have your best interest at heart. My wife and I are so happy we found them! I don't always trust people, especially with my finances, but here I have no issue at all. They have more than earned my trust! We are not large investors by any means at all, in fact we are just newbies, but they treat us as if we are part of their family! This is way different than any where else I've been. I highly recommend Money Matters. You can't go wrong here!

Jan Bassi gets a big thumbs up from me. She is knowledgable, professional and she really listened…read moreto our needs! We have a unique healthcare situation as I am caring for a loved one with Alzheimer's. We needed immediate coverage, we needed a similar Medicare to what she had in her former state of residence. Jan met with me prior to my loved one moving here, and she met with us again in the privacy of my home. This whole experience has been worrisome and stressful, but the blessing through it all was meeting Jan. She helped make this a smooth transition in a great time of need.

They found me exactly what I was looking for without taking lots of my time. They are saving me…read morelots of money on my dental insurance.

Professionalism at its best. I feel overwhelmingly thankful for these guys. They are the best.read more

I have had my taxes done at Couch & Russell for several years now and wouldn't even consider going…read moreelsewhere. They are very professional, courteous and very knowledgeable. Several different people have helped us over the years and not a single complaint on any of them. Highly Recommend!

Negative 2 stars! By…read morefar the worst place to put your retirement income. Their "wealth management" and "life services" department must hire the most incompetent, careless employees. My kids (and their 4 cousins) inherited an IRA from their grandfather and we have spent 4 months trying to get them to distribute the funds to the beneficiaries. Every time you call you get a different answer, they say everything in the paperwork is fine, and then 5-10 days later nothing happens (they don't call by the way). It is 100% on you to keep calling every other day to find out if they have made yet another mistake and you get a different person who assures you that everything is NOW in order. Another 10 days go by, no information or communication, we call and get another person and they tell us that they "forgot" to liquidate the funds before sending to the distribution department. This is after we have done the paperwork multiple times (since they updated forms), called more than 50 times and now they want to speak to the beneficiaries again by phone to "confirm" they want distributions. Are you ^&*ing kidding me? What part of the numerous stacks of paperwork (written distributions forms) from the beneficiaries is unclear that they want to take their money out of Merrill Lynch? They are literally holding our funds hostage and we are seeking legal recourse at this point. They are either completely incompetent or criminals. Not sure which at this point. I consider myself a very patient person but the level of ineptitude in the "life services" department of Merrill Lynch has pushed me to my limits. I am a professional in the financial services field and I know that there are far better options for your retirement savings. Don't put your family/beneficiaries through this agony - go to Fidelity or Morgan Stanley.

By far on the worst experience of 401k banking In my life. I've delt with fidelity, charles schwab,…read moreand van guard. Merrill lynch is on the equivalence of a 1950s version of 401k managing. I would never feel safe with my money here. Not only are they systems outdated. They don't verify you unless you do a transaction. Don't know why I'm not verified from the jump. Then multiple representatives state add your bank takes 24 hours to process. Some how navy federal is just the one bank they need to send verification transactions to verify the bank. You verify the bank Merrill excepts the bank but then send me a withdrawal in standard mail after being told it would go direct deposit I mean are we in the fucking stone age ? Yall didn't even have the decency to send me my statement or something telling me I processed a withdrawal I had to wake up the day I was supposed to get it to see Merrill lynch sent it regular mail. Then had to take 30 mins of my day to call yall and get this incompetent bull shit taken care of. Yall couldn't even give a valid reason. Oh it was a system glitch. Sounds like code for Merrill lunch fuck up to me. On top of that. I had to wait for this silly agent to get permission just to waive a fee to send the check ups. When your company fucks up on that level and you still seek an approval is beyond the definition of insanity. Merrill lynch has been the biggest inconvenience for me in my 401k history. From shit communication, to shit process, to shit online operations, to shit online access. Overall just a shit experience. It's 2024 and I have to wait for a check to be mailed. If I receive any surveys for yall please expect an extremely shit review. It may have no been that bad had someone reached out or sent a transaction being processed notification instead I have to log in and see the incompetence unfold. I needed does funds TODAY now I gotta wait an additional 3 business day and on top of that have to call Merrill lynch back just to get a tracking number like this is fucking ridiculous and hilarious at this point. No courtesy to send it to you. Yet want you to take time out your day again just to get a tracking number when Merrill lynch had everything needed to send direct deposit. I can truly say Merrill lynch and shit

I've been doing business with Rosenthal since the 90s and I've been pleased with the time they take…read morewith me during my financial reviews. They don't try to sell you anything other than service. I believe I've done well with them and they are very familiar with the Southwestern Bell pension plans which are now AT&T. I have had several different advisors which have all been helpful and knowledgeable. Not sure if it is typical of this kind of service to have so many different advisors. I had a second opinion from another financial advisor who told me that what I was receiving from Rosenthal was good.

We'll, I can't say anything less than perfection at its best, honesty at its best, and you get what…read morethey tell thou you can expect!!!!! I started at a 430 ish credit score and after paying 3 separate companies to fix my credit after spending thousands and getting nothing, I was dubious, however I took one last leap of faith and BOY WAS I RIGHT!!!!! Will "The Credit Medic" was absolutely AMAZING! I'm currently sitting at Experian at 634, Equifax at 632, and TransUnion at 636. And they're still not finished!!! These guys are THE REAL DEAL!!!!!!!!!

If you think there is no hope for your credit, you are WRONG…read more When I turned 30 (in Dec), I came face to face with the reality of how much I neglected my credit in my younger years. Everyone around me is buying houses, getting nice cars, buying nice things - and there I was feeling hopeless and trying to come to terms with how careless I was and feeling like I'll never get the same opportunities as others because of my mistakes. I got denial after denial. Then I started trying to figure out a way to just start paying everyone off - that has to help my score right? Then, hopefully one day, I too could have nice things One day I was scrolling my phone and I came across an ad for a credit repair program. "We can help - don't let bad credit keep you from blah blah blah." I clicked it. Within seconds, I remembered why I never click those things. For the hell of it, I started reading reviews, trying to figure out if anyone has ever truly had a good experience with these people. Nope, just as I had assumed, REAL people had nothing positive to say. "They just take your money, my score never changed." "It's just a money pit, based on empty promises." About 2 pages into the reviews, some random dude posted about his experience with The Phenix Group. No one else was talking about this place. I looked up reviews for TPG and there was not a LOT, however, the ones that were there were GOOD ones. Nothing negative! So, I sent my info. What did I have to lose...if they end up being like everyone else I'll forget it and just move on, continuing to be depressed about my poor credit and the limitations it has brought me. Then came BRIAN QUINN. I'll be honest, during my 1st phone conversation with him, I was waiting for the part where he'd give some bogus spiel, ask for my money and then I'd hang up on him. But this wasn't the case! For once, I felt like I had a chance to get out of this hole I was in. From the start, Brian Q. was brutally honest - advising me that TPG can't help everyone and that once my credit report was reviewed, if he felt that in any way he wouldn't be able to help, he wouldn't go any further with me. Who wouldn't appreciate this honesty?! Now here we are, EXACTLY seven months from when Brian Q. first introduced himself to me via email, and working with him has been one of the best choices I have ever made. The initial deposit was doable and the monthly fee, even more doable. I felt like I was on the right track again and was working with someone who I COULD actually trust to look out for my best interests. Brian Q. has kept it real from day one, explaining to me the reality of how things might go and always taking the time to break things down for me in a way I can understand. He is on top of everything and I mean everything - nothing gets by him. I don't know how he does it. He is always available and is so proficient and timely. The best part is talking to him is just like holding a casual conversation with a friend. He is a genuine guy putting his knowledge of credit towards helping real people in real life situations. Not once have I felt pressured to do something I didn't completely understand or wasn't comfortable with. Brian Q. is "That Credit Dude" that EVERYONE needs as a friend. I was introduced to Brian Q. in Jan of this year (2019) and it's now August and my FICO alone has increased by 100 points. For someone coming from where I was initially, this is AMAZING. It gives me hope! What resonates with me the most is that I was originally, before meeting Brian Q., trying to devise a plan to pay off all my debt collectors. But Brian Q. was quick to tell me right off the bat that doing so wouldn't make a difference and my score wouldn't have magically jumped to great. I would've walked myself right into a bigger, "broker" hole. Thanks to Brian Q. I now see the light at the end of this tunnel. Best part - my program ISN'T EVEN OVER YET. I am so excited to see where this takes me! Working with Brian Q., hands down the best choice I ever made; working with TPG in general, best money I've ever invested.

The founding owner recommended a Life Settlement investment and a real estate reit investment. I…read moreended up losing 70% of my principal when the investment went belly up. The real estate investment appears to be heading towads a bankruptcy which would probably mean a loss of 100% of my principal. Both investments were touted as safe money investments when actually they were highly risky investments. Would never recommend this firm.

I wil never do business with these people again. I made an appointment back in march for a meeting…read morein April. I am handicaped and I had to drive 45 minutes to get there. when I got there I was told that I didn't have an appointment. I showed my e mail confirming my appointment. And was told that they sent me a message that my appointment was already booked up. I went back through my email and found nothing. these people are irresponsible and unorganized.

Tina at the front desk was super helpful! I had been frustrated trying to get things done on line…read morewith my moms living trust account since she passed away. Tina jumped in to action and in less than an hour I had a new account set up, assets transferred & Tina also sent in a request for cost basis updates for me. Plus she drafted a letter for me to use once I have additional account information for the other beneficiary on my moms estate.

I recently had the same experience where they showed no interest in doing business. I was starting…read moremy retirement this year and was looking for a financial advisor. I left several messages for Greg Cella and on the general phone number requesting a call back. Over a period of 4 weeks I tried to contact someone at this office to make an appointment and I never heard from anyone at this location. If that is the service they provide customers, they should not be in the business of working with money.