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.

Scott Ashley, Pat and his team, have been consistently excellent in all of my dealings with team…read morefor well over a decade.

Our financial adviser is Mona Wilson and she has been fantastic to work with . My Mom had the…read moreaccount prior to me and Mona has been reassuring-confident and helpful with her insights and especially when its "time to move" on something that is in our best interest. Her vast experience shows in the manner in which she clearly explains her recommended moves if full detail- always making sure that I fully understand. We recently closed on our retirement home in Buffalo NY (yes you read it right...haha) and Mona was on the ball and moving forward to assist us from the moment we made an offer. We had clued Mona in on our plans after my Mom passed and she was ready willing and able to make the moves she did in order for us to enjoy an effortless closing (on our part). When we went to meet Mona and her team for the first time it was intimidating a bit as the building and offices are "Wall Street" impressive! We were nothing short of impressed beyond anything that was expected.We met with James Frank- Fred Gober- and a very impressive upbeat positive Jared Soper. It was a comfortable and confident meeting between my wife and the MS team as we met each key player and knew from that instant our good wealth and good being were all they cared about. They took about 3 hours of their valuable time to put us at ease. Yes we know it works both ways in such a relationship but we are so pleased blessed and fortunate to have Morgan Stanley and Mona on our side. We even consider Mona an important part of "our" family she has been that "in tune with us on what our goals are. She is pleasantly aggressive in a positive and caring nature and we appreciate that. In fact we have family friends of my parents who also are with Mona and they have nothing but priase and confidence on her as well. We in turn are pleased to be part of the Morgan Stanley family. We know that our best well being in our remaining years are in the very best of hands!

David Schaum is knowledgeable and personable wealth…read moremanagement advisor. He creates well informed plans for each client. He takes into account your individual needs.He is erudite and always available.

From the owner: 40 years of experience managing pre-retiree and retired individuals assets. Focusing on growth,…read morepreservation of capital and income. Formerly a CPA

I had a magnificent experience working with Howes, Richard, and the rest of the staff at East Coast…read moreTax and Financial Planning to get my family's taxes organized and filed for 2022. The team provided great insights into what to expect this year and in future years as our tax situation will change, providing us good knowledge to ease some of the confusion and uncertainty about filing complex taxes! I also applaud the communication and service of the team, I never had to twiddle my thumbs while waiting for a response to a booking or an email or anything, they were always there to confirm things were received, answer questions, or follow up and keep me in the loop with where I was in the filing process. I look forward to working with East Coast for the foreseeable future!

This is a very professional organization. My taxes were a mess and Mr. Howes got them all in order…read moreand even found some deductions I had not even thought of! I have been using them for a few years now and would definitely recommend them to anyone interested in saving money on their taxes!

I could not be more pleased with my recent visit with Fidelity Investments. I was treated very…read moreprofessionally and made to feel very comfortable about my finances. As far as I'm concerned, this is the giant and as far as savings and investments, you cannot do any better than Fidelity.

Trishul has extensive professional experience and is a sound financial advisor. His advise on asset…read moreallocation, tax strategy and wealth planning has helped me increase my net worth while also being able to plan for big purchases efficiently. I highly recommend him for anyone looking to make their money work for them using a disciplined and diversified practice.

Trishul takes the right approach to investing and how it relates to each individual's lifestyle…read more There's a difference between investing for the long term without touching the money and investing for the long term, but needing to use the money along the way. He applies his experience as a hedge fund manager to let you know what investing strategies make sense and what doesn't really apply to individual households.

I HIGHLY recommend Endeavor Metals Group! As I'm someone who is extremely discerning when it comes…read moreto finances, and, I must say that I only experienced excellent customer service. I've purchased and/or sold various metals, and as always, my sales representative, Nicholas, continues to be professional, extremely knowledgeable, and always puts my mind at ease as well as I value his recommendations.

purchased silver coins here and have been investing through this company ever since. there staff is…read moreinformative and trustworthy. definitely recommended