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

Ryan Pakzad was amazing; personal and professional. My mother and grandmother went in there and he…read moretook care of them quickly and efficiently.

Biggest jerks in the business The reps you see when you come on don't know anything, it takes…read moreforever for them to give you any simple answer, they don't have name tags and they don't know how to de-escalate situations. Invest with anyone but them. They don't even want your money. They hold widow money for no reason and don't tell you why. Dan Levene is the most incompetent periods I have ever met in customer service management. He deserves to be T-boned by a drunk driver

I worked for Optum and had a 401K there. I left on good terms but was never advised on what happens…read morewith my money, if any. I tried to call Fidelity and had the worst experience ever on the phone. I get it: The new way to handle and do nothing is to be polite and deny the caller, treat them like children. I got the account when at Optum (United) a long time ago and never wrote down my user name and password. I called and spent the morning talking with supposed helpers at Fidelity. I game them my ss number name address and everything I could think of. I am a licensed Psychotherapist for years in Florida, a veteran and still know my service ID., even my blood type! I an convinced O will never see the money: there must have been too little $$ to care. If you want to be insulted by condescending BOTS, call Fidelity!

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.

They just send unsolicited emails to a bunch of email addresses within our business, labelled "last…read morechance","reminder" and other "incomplete funding application" to bait us into contacting them. We have never contacted them for any funding. They just got our emails from some listings I assume and then starting emailing a bunch of our email addresses a couple of times a week. We should not have to unsubscribe. Relevant reputable lenders don't spam the entire business community with deceiving emails in the first place.

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.

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!

Just when you think there's no one there to help you because life throws you a financial curveball…read moreand you feel like giving up, there's GreenWise Financial Solutions! Their customer service Representatives are kind, friendly, and very understanding to your needs. Frank made me feel very comfortable and he was so patient while I was explaining to him the reasons why I had called GreenWise financial solutions. He also offered really great advice and his professionalism made him the perfect representative for me! Thanks to Frank and GreenWise financial solutions, the daily stress and anxiety I was feeling is now gone! I highly recommend GreenWise financial solutions to help you figure out a way to continue moving forward in your life!

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.