Self-directed IRA and Checkbook control was relatively new to me, but Bernard at ReSure provided a…read morecomprehensive explanation of the entire process in setting up my Self-directed IRA. He made the entire process as simple and as painless as possible. He reviewed all the different custodians with me including their fees and services, which made my due diligence selection so much easier. Bernard also evaluated my situation and helped me to set up my LLC every step of the way. It became apparent that Bernard has specialized knowledge and experience in many areas and he passes on his knowledge to service his clients the best he can. I developed a trust with him and I feel very comfortable asking him questions about any of my investments. Bernard takes great pride in servicing his clients. In my experience with him, Bernard listens carefully to my investment choices, analyzes them, and responds with clear and sound advice while addressing all legal aspects. I highly recommend Bernard of ReSure to anyone.

ReSure's integrity and expertise is superb! There is no other company like them. I did extensive…read moreresearch before choosing ReSure and am familiar with many service providers. The people at ReSure genuinely care about you and pay attention to the minutest of details... As a ReSure client, I attest that they know more about taxes, LLCs, and self-directed investing than any CPA or attorney that I've spoken too... I can now clearly see that other firms are just out to sell you "boilerplate" paperwork. without giving you the honest education and tax strategy that you need for self-directed investing success... ReSure is the only firm that gives you a totally customized SDIRA or QRP account set-up, along with detailed guidance for every step of the process... I would even say that there's huge tax and financial risk to working with anyone else, especially someone that does not have any tax or legal background. When it comes to SDIRA and QRP rules, it's not worth taking any chances. There are companies that charge double and triple ReSure's fees that just gave me misinformation that could cost you a fortune in taxes and IRS penalties... ReSure has given me a thorough and honest education, telling me what is and what isn't doable, so that I can move forward with confidence. Thank you Bernard and Team for your amazing service!

Levine Financial Group is a fantastic full service firm with knowledgeable people providing great…read moreservice. I am especially happy with Adrian Douglas, who is a dedicated professional. It was clear from the start that he is a passionate about his job and cares about bringing his clients where they need to be. I specifically approached him about life insurance. He answered all my questions honestly and without a pushy salesman attitude. I am happy to recommend him to anyone who needs work planning their financial estate.

Mr. Edwards was extremely rude and arrogant! I would suggest everyone to STAY AWAY. Him and his…read moreteam were extremely unprofessional! BE VERY CAREFUL. DON'T BELIEVE THE REVIEWS! I truly believe he is a SCAM

We've been very happy with Edwards Financial Services. Jason and his staff go out of the way to…read morenot just manage and advise, but they work to explain and teach key principles of investing, finance, etc. Jason is very direct and firm--but extremely detailed and fair. He doesn't beat around the bush when giving advice and will be an honest partner with you in managing your finances. Definitely would recommend this firm to anyone looking for an honest advisor with the "Heart of a Teacher".

Still worried about earning money? Come to MMM, an international platform to help each other in the…read moreworld. MMM can change your life not just make a living. My friend and I have benefited a lot from this system. So I'd like to share it with more people. Join us, you will never regret. Join us and make money from now on. #MMMIndia_Payment #5f91

I have been using Michael Cohn at Global Arena as my investment advisor for the past 4 years and he…read morehas been amazing. While everyone was losing their shirt in 2008 I was either breaking even or making money, and I've been making money with him ever since, even in this volatile market. He is one of the savviest financial minds I've ever encountered... he has a sixth sense for which way the market is going to go. I definitely recommend him!

After one of John's staff requested that I remove my accounts from Ameriprise, John went above and…read morebeyond to stay in contact with me via e-mail and for a time, kept me on the notifications of David Joy's nearly informative daily investment columns. Now I start each morning with newsroom.amerirpise.com to read Mr. Joy. As a result, subsequent to my termination, I have made money on my own. And when I talk the market with my new advisors from TD Ameritrade, they always comment on how knowledgeable I am. I did learn too late from Ameriprise Corporate that I didn't have to take my accounts out after all (could have had them self-directed or switched to another local advisor). Nevertheless, I do thank John Ross for his kindness, respect, and most of all, for introducing me to David Joy.

I just concluded a call with a broker from Morgan Wilshire whose telephone number is 516-622-3106…read more Not only was the call completely unprofessional and rude, when I was able to prove that I was more intelligent than he gave me credit for, the gentlemen said "Oh, you're a Jew, no wonder why they want to kill you". I hope that this alone shows the caliber of the firm and it's employees.

After receiving a call from Ross I was hesitant to move forward but I can now say it was the best…read moredecision of my life, he has grown and managed my wealth better than my local guy ever has ! Thank you Ross !

Very professional and knowledgeable. Rocco walked my husband and I through the whole buying…read moreprocess, he explained clearly, made suggestions and answered all of our questions. He was very quick with responses and made us feel more comfortable throughout everything. Not only he knows exactly what he is doing but also he works with people that will help you. I would highly recommend Rocco to everyone!!!

I started the refinancing process at the end of July 2020. The first lender ended up trying to…read morecheat us out of a locked interest rate, so by October we switched to a second lender. The second lender seemed to be working out, until he went on Christmas vacation and NEVER CONTACTED US AGAIN. Finally, I contacted Rocco S. at Gold Ring Investments, who lowered our monthly payment, lowered our 30 year plan to a 25 year plan, secured a great interest rate, and just saved us sooo much money in general. We also got refunded a hefty amount after closing. Plus, Rocco completed the entire process in ONE MONTH! If I had started with Gold Ring back in July, I would have saved myself a ton of stress and frustration and not have risked getting screwed... if you are looking for someone who truly knows what they're doing and gets the job done quickly and efficiently, I highly recommend Rocco at Gold Ring investments!

I've worked with Cloud Accounting, Inc. for 2 years now and I've been very happy with my…read moreexperience. Di is extremely responsive and professional. He lets me know whenever he has any concerns and has helped me get the best tax returns possible. I highly recommend his services.