Outstanding and incomparable customer service!!! Heather took the time to go over multiple plans to…read moresuit the needs of my family and even worked around our hectic schedule to make it happen. I appreciate you immensely Heather! I'd leave TEN STARS if It were an option!!

Heather is awesome!! She has been my financial advisor for three years now. When she moved…read morecompanies I went with her because I felt way more comfortable keeping my policy under her then staying with the old firm. She has also taught me some stuff about what goes into being an advisor and what it would be like to help other families understand the importance of financial planning. I highly recommend working with Heather if you are looking to get your finances in order or if you need someone to help you invest your money.

Adam and his team at Trinity Wealth Management are fantastic. Your money is is safe here, Adam's…read moreknowledge of the financial markets and investment portfolios is second to none. His system is easy to follow and you genuinely feel Adam is invested in your financial well being. Highly recommend!

From the owner: We are a client focused independent financial services firm with a focus on tax diversification…read morestrategies, individual financial planning and retirement plan management. We offer complimentary portfolio reviews and unbiased advice for those who seek to provide protection for their loved ones while saving for their own retirement goals. Our goal is to provide clients with a personal, one on one relationship with a financial professional while offering access to all of the products and services they need to meet their goals. We work with a team approach and review every case to make sure all of our clients needs are addressed. We have no proprietary products and no 'cookie cutter' solutions. Being independent allows us to be agnostic in our recommendations and carry a fiduciary responsibility to our clients. We offer what is best for our clients, not our firm. Registered Representatives. Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representatives. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Trinity Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the state(s) of CO, FL, IL, IN, TX, NY, and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Met with her twice in her office. She was completely unprepared both times. She apologized and…read moreoffered several excuses for their lack of professionalism and/or organization. She assured me that if I gave her another week she would "get her shit together and knock my socks off" . After 2 weeks went by I called her. They were still working on our file and not prepared again. By far, the most unreliable and unprofessional financial planner I have ever dealt with.

My wife and I have been a client with Sandy Morris Financial for over 10 years and they have…read moremanaged our finances very well into retirement. Sandy, Steve, and Michelle are great and have been more like a family to us over the years taking care of our portfolio. Sandy has always remembered us over the holidays thanking us for being a client. They are all very accessible and we feel very comfortable contacting them anytime we have questions or need help with our finances. I highly recommend Sandy Morris Financial for your financial portfolio needs.

The branch manager - Rob Fox is who you want to listen to for advice on all your finances…read more He is so sincere and treats you respectfully. He can handle all aspects of financial planning for personal and business He has been doing great work for over twenty five years and it shows with the level of professional expertise that he shows each client He is always happy to answer questions about planning Give him a call for a consultation

Our former accountant who became an independent agent for this company sold my wife some funds…read morethrough other companies. My Wife past away and I was told the that the funds had me as a beneficiary and I would be fine. Two years later the advisor died and I can't move them out of these accts or to my name. This company sells these funds but when you go to close them that is where their participation end. I have court papers naming me executive and even those are not working. I know this company has independent brokers across the country but my experience in Phoenix is that they are grifters and financial bottom feeders. I judge a financial company by what happens during tough times and J W Cole gets 0 stars.

The agent by the name STASH MIHALCIK contacted my 71yr old mother by phone to solicit LIFE…read moreinsurance... she explained how she's been diagnosed with cancer and was looking for a policy offering more to leave her kids .... this crook encouraged her to cancel her policy that shes had for 3yrs and start a new policy with him he even went as far as lying on the application saying she had no illnesses now its Impossible for my mother to get coverage because no one wants to insure a 71yr old lady with cancer

From the owner: We are a leading provider of Comprehensive Financial, Medicare, and Retirement Planning. Our…read moreexperts will help you protect your family, your hard-earned assets, and your Legacy.

J Rosen Financial CPA Services has helped me with my taxes for 3 consecutive years. I have had…read morethorough service and even was able to have assistance with having a complicated tax consisting of a 1099 where I was able to save far more money than I would have if I did them independently. This is way appreciated since I'm not super knowledgeable about all the laws and regulations that exist as well. I probably would have paid thousands of dollars extra which made any of the cost of the services well worth it. I am very particular with who I let help me with anything financial and I trust Justin Rosen and his team. I feel that they have my best interest and will work with me to help me choose the best option for me, usually which the option I will have the most return on. I no longer dread the annual tax season because of them and I've had many friends who have also been referred to them as well and have been satisfied.

Thank you Justin Rosen for getting me up and running with QuickBooks, teaching me the basics and…read morealways responding promptly with any questions, whenever I may have them. I would highly recommend Justin Rosen Financial Data Services for any of your needs, In my experience, he is honest, reliable, professional, and very knowledgable in his field.

I have been working with Jeff and his team for a lot of years now and they have done a great job in…read moremanaging my investments. In dealing with Jeff one-on-one I have found him to be very knowledgeable, professional, and responsive. I find his updates on the market very informative and well timed, especially with the recent volatility in the markets and his breakdown of my quarterly summaries are very extensive. Hi highly recommend Jeff and his team. Stacy B

From the owner: InTrust Advisors is an independent, boutique wealth management and financial planning firm based in…read moreTampa, Florida. With over 25 years of experience, we specialize in investment management, wealth management, family office services, and comprehensive financial planning. Our expert guidance helps high-net-worth individuals, including those aged 50+, achieve clarity, confidence, and peace of mind for their financial future.