i find Schuab to be the most friendly and helpful, besides being efficient in managing my IRA…read moreaccount, of all the investment firms I have used before (4) of them. Always speak to a real person and they are are always helpfull and polite. Uniquely qualified personnel, always helpful and extremely polite. Perla Z

I am a current customer and filled out a form online to ask for an in person meeting at the local…read morebranch. A representative called me and wanted to know what I wanted. I said I was interested in what other services they might have as well as a walk-through for the procedure to transfer my account if I became disabled. I have a brain tumor so this could be a possibility. I finally asked if this phone call was my "meeting". He basically told me since I have less than a million invested with them they weren't interested in talking to me in person. When he realized I had other investments they might snag he got a little more interested. Is it too much to ask to spare an existing customer 30 minutes? I wish it wasn't such a hassle to close my account and go somewhere else. I can certainly see why their reviews are so bad.

A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

i thought this company was something remarkable in the beginning. They've you do a trial run where…read morethey deposit a small check into your bank account. If all things go good then they'll deposit the larger amount. Well, lets just say it didn't go as planned. My bank froze my account because they couldn't verifiy the check or phone number. We tried for over 4 hours to get someone to answer there phones. Either it would go to voicemail, get hungup on or it would just ring. So in the end my bank account was overdrawn and frozened. Now they've taken down there advertisement and changed it to something else. Still using the same name and everything. They just won't talk to me or try to fix what they caused. They will tell you it's not there problem that my bank won't allow the funds to go thru

I received an approval; however, the terms were predatory. I read the reviews and assumed I was in…read moregood hands. Let's just say I was Wrong! This was worst then a payday loan service rate. I don't have bad credit; my business has been established over two years. Throughout the entire process I received several bot generated texted messages and one call in that order. Upon my approval I received one text message from a human which I responded informing that person that I wouldn't be moving forward. I was reading that Yarrow Financial goes the distance. I guess this time they were lethargic and lacked enthusiasm.

Exceptional Accounting Services and Outstanding Team…read more I have been working with Boca Raton Accounting for several years, managing tax filings and financial matters for more than fifteen companies. Throughout this time, their professionalism, attention to detail, and responsiveness have consistently exceeded expectations. Michelle and Leann have been exceptional to work with -- highly knowledgeable, organized, and always proactive in providing clear guidance and timely support. Their commitment to accuracy and client satisfaction makes complex accounting processes remarkably smooth and efficient. I highly recommend Boca Raton Accounting to any business owner or individual seeking a reliable, experienced, and truly client-focused accounting firm. Selim A.

I have been working with Boca Raton Accounting for several years now and could not ask for a better…read moreteam. They understand the ins and outs of a professional services business and always take the time to explain things clearly. Their consistency, accuracy, and responsiveness make a real difference. It feels like having an internal finance team that actually cares about your success. Highly recommend.

My mother passed away in December, and funds from her Merrill Lynch account were supposed to be…read moredistributed to me according to her will. What should have been a straightforward transfer has turned into months of delays, confusion, and poor communication. On December 30, I met in person with a Merrill Lynch advisor at the Palm Beach Lakes branch on Bsnk of America and provided all requested paperwork to transfer the funds into a new Merrill Lynch account they opened for me. Since then, I have had to call every week to ask for updates. Each time, I was told the transfer was being held up because the account had to mature before it could be transferred and that it would be resolved within two weeks. That explanation was repeated over and over. It is now March 3, and I still have not received the funds. Instead, I received a notice requesting additional verification. I was required to provide the last four digits of my late mother's Social Security number just to get information. After locating that documentation during an already painful time, I was then told they could not explain over the phone what was actually missing from the paperwork. When I attempted to contact the Palm Beach Lakes office directly, I reached only voicemail. At Merrill Lynch nobody cares about you. I still do not know what more they need. This is a heartless company that cares about red tape and not the costumers they should be serving. There has been no proactive communication, no transparency about what is needed, and no sense of urgency despite this being an estate matter following a death. For a firm of this size, the lack of coordination and basic customer care is deeply disappointing. Handling a parent's estate is difficult enough. It should not require weekly follow-ups, repeated explanations, and contradictory information just to move funds that were clearly designated in a will. Based on this experience, I cannot recommend Merrill Lynch to anyone dealing with estate transfers. Families deserve clear communication, accountability, and respect -- especially during a time of grief.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

Mr. Beir is phenomenal, Great return, great experience!…read moreGo see him , won't regret. M.

I've initially found Kenneth Beir's accounting a few years ago while on Yelp. Saw how many great…read morereviews he had and I gave him and some other businesses a call, he was the only one that answered lol. The rest was history. Beir has been thoroughly filing my taxes since then! They always answer their phones, and take their time providing high quality service - time after time. Thank you!

Zero stars. Greenwise is a scam! They will screw over the cosigner, steal their money and send it…read moreto someone else who has nothing to do with the debt settlement. They gave away almost $2,500 of my money that belongs to me, and I am on limited income due to being disabled. DO NOT USE THEIR SERVICE!

Worst experience ever. I had placed a call to Greenwise requesting cancelation of my account, I was…read morestill under my 30days, I had not even received my welcome call yet. This morning I was called by Mark, stating he had received my request and wanted to talk to me about my reasons behind my request. I told him I no longer required or desired to do business with with Greenwise. He asked me specifically why I didnt want to do business with Greenwise, I told him that I no longer wanted to do business with Greenwise because of information I had acquired after researching the company online, he said yea but if we can save you money why would you not let us do our job that you hired us to do. I lost my temper I admit but at this point there were no reason go continue this game. I started to record the call. We went round and around for a few more mins until I told him finally that even if they were the last company on earth I would never ever do business with Greenwise. As a retired military senior citizen with PTSD. This call was upsetting all I wanted was to cancel my account and requested my initial payment returned. I was hassled, I was asked the same redundant question over and over again. This kind of treatment should not be tolerated in business. This guy Mark should be fired, if you do business with this company do all your homework before signing up. For most folks I would think you would choose a far better company where your business is appreciated and you are not harrassed if you needed to cancel. If you do cancel be prepared to defend your reasons why with some asshole name Mark. PLEASE AVOID THIS COMPANY AT ALL COST. I am going to prepare a statement to send to the VA, to warn Vets, my local better business bureau and will post my experience on all social media platforms, I turned the recorded phone call over to my attorney for possible litigation. Do yourself a favor, warn your friends and family to run from this company.y.

Prime HOA has been managing my building since early this year, and I can say my experience with…read morethem has been pretty positive. I've had previous experiences with other HOAs that have no urgency or concern for their clients and have had to reach out multiple times before getting a response back. However, with prime, they have been professional, organized, and communicate clearly with me. When I've had any maintenance requests or there have been community needs, they've handled the requests efficiently. The team is approachable when questions come up and overall, they help keep the community running smoothly and are a reliable management partner.

Really great management company. Highly recommend. I love that they have a local presence and are…read moreresponsive to any of our needs. Anything we need done of fixed, they're on it. Excellent customer service. Cannot recommend them enough. Briana is the best! Great service 10/10 recommend. I am on the board for my HOA and they are night and day better from our previous company we used.

Outstanding personalized investment advice at a fee per hour versus fee per trade or fee per money…read moreunder management basis. The CEO & Founder, Alonso Rodriguez Segarra, provides a level of personal care & guidance specific to your unique financial situation and investment goals that can't be matched. And I've had a lot of experience with "discount" brokerages including Fidelity, Vanguard, and RAYMOND JAMES. Alonso leaves them in the dust at a fraction of the cost.

From the owner: As a Fee-Only financial advisor, we put your interests first—no commissions, no hidden fees, just…read moreexpert guidance. We specialize in helping clients with Roth Conversions and Required Minimum Distributions (RMDs), providing clear tax strategies to optimize your wealth. We also offer comprehensive services for retirement planning, portfolio reviews, and more. Recognized as a Top 100 Financial Advisor by Investopedia and etf.com, and a Top 100 Money Expert by GoBankingRates, our expertise is proven. We offer a 25-minute free consultation and a free webinar on Roth Conversions and RMDs to help you get started. Take control of your financial strategy today.

We have been working with jon ulin since 2018 and are happy with our financial results. If you are…read morein the market for an honest hard working financial planner who is also a CFP, I highly recommend Jon.

Ulin & Co. Wealth Management have been my sister's financial advisors dating back over 20 years. I…read morestarted working with Ulin (Jon) back in 2019 after a recommendation from my sister following a major life change event layoff from my employer of 27 years. As a conservative and wary investor, I can without question recommend with confidence that Ulin can securely handle anyone's financial affairs for retirement planning and wealth management. He is a a top notch fiduciary with very personalized service (unlike those large brokerage firms) and as such my wife and I are very pleased and fortunate to have the trust that Ulin will guide us through different aspects of our life for investing in our future, understanding our risk tolerance and applying the proper strategy for us to reach our retirement goals.