I had a very pleasant experience with principal (Des Moines IA). I spoke to Sean who helped me…read moreget through the process for a simple term life policy. He was helpful and explained everything. Also great with email and phone communications/follow ups. The process went fairly quickly. Cost was average compared to two others I've looked into. If you're looking for life insurance policy, I'd recommend a call to Sean. 1-800-247-8000 x 1131 Thanks!

Resigned from a position with an employer that used Principal Financial Group for their 401k…read moreaccounts. Got an email from Principal asking if I wanted to roll the 401k balance from the 401k account into a new Principal IRA that they would create for me. Agreed to do so and completed the online process, including authorizing the new account creation. 401k account was emptied but from what I can tell no IRA account was ever created. Called the support number on Principal's website. After over 2 hours on the phone, and 9 "specialist" transfers, nobody has been able to tell me where the money went or give me any IRA account information. Best the supervisor could do is tell me "let me figure this out and call you back." Awful. Never give these people access to your funds.

Very satisfied with my purchase from Birch Gold Group. Thanks to Sam and Susan. They were really…read morepatient in explaining to me how to transfer my 401k into a gold IRA. It took some time to move the money over iinto my new account, but Susan was excellent at keeping me up to date on the status. I've been nervious about the stock market for a few years now. So now that my retirement is out of there and into gold (plus some silver) I'm feeling much more confident in my money! Thank to everyone at Birch Gold.

Beware of scam brokers like Birch Gold…read more Firstly, just consider others like Miles Franklin or KEPM because they're fair and won't charge outrageous premiums. In September 2023 I converted my traditional and Roth IRA accounts to precious metals with Birch Gold. The representatives were helpful enough and even offered me custodial services at no charge. I felt good about it for a long while until I started looking into other, more honest aforementioned brokers. Little did I realize at the time that they were charging me as much as 470.04% premiums on some of the silver assets in my order! Yes, almost 500%!!! Now that's a spread! In addition, they sold me these funky 1.85oz products and other "Laurel" coins that aren't common and don't really have a buyer in the free market. I consider this unbelievably predatory behavior from a company that I trusted after hearing about them via Ron Paul's Liberty Report. If I could go back I would have shopped around a little more rather than just placing my trust in them via Ron Paul's credible endorsement. Despite the market increase in gold & silver since that time in late 2023, I feel horrible about the dishonest practices of this company and how they scammed me out of a large percentage of my hard-earned savings. I've contacted Guy Artuso and tried to recoup what I lost with my initial order. He gave me buyback prices that reflect a spread of approximately 58% from Birch Gold Group's current ask prices. If they were to sell a new customer my exact asset portfolio, it would cost that customer $266,416.76. So why is my buyback offer only $111,581.65? No progress with them as of yet, but I've found a financial advisor who knows attorneys who specialize in these types of complaints, so I'm feeling hopeful even if all else fails. In summary, DO NOT TRUST Birch Gold Group. They will scam you out of your hard-earned retirement savings just like they did to me - and they won't lose a wink of sleep over it either.

Connor has been my financial advisor for five years, I am so glad to have met him because I do not…read morehave a strong financial background an he does not make me feel dumb. He takes the time to explain my options and helps me to understand how my strategies can help me attain my future goals. He is always patient and thorough, and I feel confident with his advice in helping me to reach my goals and choices. I have a lot of confidence him and will be with him for a long time.

She's well rounded, my brokerage account under her care is doing better than i ever expected.read more

From the owner: My name is Laura Jane Hertges. As a passionate investment advisor with over 6 years of experience,…read moreI dedicate myself to helping clients navigate the complexities of investing. Whether you're looking to grow your wealth or diversify your portfolio. Together, we can create a robust investment portfolio that aligns with your financial goals.Let's embark on this amazing journey!

I've been going to Tx Doctor for 5-or 6 years. They are the most efficient, thorough, caring…read morecompany around. I will never trust my taxes with no else. I was doing my own for years only to find out things that I was missing out on. They go it right. Tony is awesome and caring they don't treat you like a number coming in. Donna the receptionist is A1. I call her probably 5 times during the season and we just have a great repour. She never gets agitated with my questions and helps me walk through the technical things I don't understand She a rock star.

Bunch of crooks. Horrible service, called numerous times due to their website being down. No one…read morereturned my calls. Decided to go down and pick up my last year tax form I was never given. I was advised it would be $30 just for them to give me my form. When I asked to speak with Tony, he refused and said it wasn't worth his time. STAY AWAY!! Disgusting Won't be going there anymore and telling other people not to go as well!! Don't say you wern't warned.

This is the latest attempt after four months to get my money out of VOYA, now they are saying the…read moresignature is not in good order. Please do not put your money in VOYA you will not be able to access it. Very scary operation.

This company's name changed to Voya Financial. Avoid at all costs. Do not trust these financial…read more consultants. They are irresponsible and will cause you to lose money without remorse. Especially Darcy Sarrell and Michael P. Burns. Extremely poor customer service.

TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and…read moredevelop a financial plan that is tailored to your needs. They provide outstanding advice and explain the process and strategies they use to protect your financial future. I trust them explicitly as they have developed a sound financial plan to carry us through retirement in our desired lifestyle. They saved our retirement. We have had other financial planners and TWFG was the first to put our needs first instead of some cookie cutter plan of investments. I view them as family and highly recommend them for your financial planning.

I would heartily recommend this very competent, professional and patient group of people who…read morecomprise Triplett-Westendorf. They truly want to do their best to meet the clients' needs and goals. More than just being great financial planners, they are wise, kind people who listen and educate. I trust them wholeheartedly that they are working with my best interests in mind always. They are prompt in their communication and respectful in every interaction. A true role model of a company.

I had a very pleasant experience having Mr. Symington prepare my taxes this year, personal and…read moresmall online business. He is old enough to retire but is choosing to keep working on his own terms, like me. I appreciate his extensive knowledge of the tax system, and I am getting a better-than-expected return this year. His fees are clearly posted and are very reasonable because you are not paying for the overhead expenses of a fancy office. He even gave me some guidance on deductions for my small business next year.

From the owner: Symington Tax Service is here for you year around. I help you with your taxes, am here for…read morequestions during the off season. Here to help any new clients that get letters from the IRS. I am credentialed so can work with the IRS on your problems.