Cancel

    Open app

    Search

    Financial Independence

    4.0 (1 review)

    Services - Financial Independence

    Investment management

    Financial Independence Photos

    You might also consider

    Recommended Reviews - Financial Independence

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    11 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Verify this business for free

    People searched for Investing 137 times last month within 15 miles of this business.

    Verify this business

    Universal Healthcare  Wealth Management

    Universal Healthcare Wealth Management

    (1 review)

    If I could rate a zero I would. Hate to bad mouth a business but this one is worthy of it…read more Financial services and advisory businesses are generally tough to deal with but UWM is at the top of the list of tough to deal with, or get a straight answer from, or get a truthful answer from. In my experience with this Cranston Financial Advisory company the principal advisor mislead me on the advisory fees and never gave a direct and clear answer when I questioned her on it. This is not sour grapes because of a poor performance in the market - that happens even with the best of them, but this company just placed my investments into a cookie cutter model and never actively managed or changed the investments to more suitable and appropriate holdings for my situation. The advisory fee charged was not the advisory fee we agreed up at the onset. I would not recommend using this company based on my poor experience even though I tried in vain to ask targeted and direct questions for the fees charged- the advisor was not truthful or forthright and charged me well over and above the fee we agreed upon. I put my trust and faith in this company and relied on what was told to me in our meetings and phone calls and was insulted and astonished that I was repeatedly lied to. Once the fees were taken from my accounts they were gone for good as the advisory would not discuss the issue with me and lost me as a client forever.

    Financial Independence - investing - Updated May 2026

    Loading...
    Loading...
    Loading...