As a new business owner, it is always scary to make investment decisions for yourself, your family…read moreand the business. I have had a few advisors pitching in the past but those meetings always left me wondering if I know enough to make a decision on this... I was lucky to come to know North Capital / Jim Dowd in the right time. It gives me and our family a great deal of relief to know someone this knowledgeable, sincere and caring taking care of your investments. I am looking forward to move all investment assets (some of those old 401Ks, IRAs scattered around) all under North Capital's management.

From the owner: Financial planning, investment advice, retirement planning, small business retirement plans, Roth…read moreIRA Conversions, 401k, 403b, IRA. Planning for retirement, saving for college, investing for your future. North Capital is a fee-only Registered Investment Advisor providing financial planning and investment management services to individuals, families, small businesses, and non-profit institutions. Our investment process is grounded in enduring principles: broad diversification, a systematic, "open architecture" approach to investment selection, low costs and tax efficiency. Trust, Knowledge, Experience. It's time for a fresh approach!

Board member perspective here - Chad has been absolutely fantastic to work with and is a perfect…read moreexample of what a HOA Management company should be. Despite the unusually difficult transition from our previous management company, Chad was very professional and communicative throughout the entire process. We are fortunate to find a great Partner for our community

I have traveled to Utah quite often in the last few years and have fallen in love with the area. My…read morelove for hosting drove me to find a property in Park City that can accommodate travelers like myself, and I had AIM Real Estate Group to help me along the way. Chad is not only an expert when it comes to Real Estate but also truly knows the community. Once a property was located, I was connected with their amazing photographer Mike Swain who delivered a seamless experience. His energy and love for photography are present from the moment you meet. I knew I was in good hands. And to further prove that, I was delivered exceptional photos in less than 24 hours as promised. If you need professional services in Real Estate, Property Management, Photography, and all in between, please contact AIM.

Trusting Rob with my money is trusting Rob with my life. I was not happy with my prior financial…read moremanagement service, and so I switched to Rob. He's been great! He is incredibly responsive, knowledgeable and dependable. He takes the time to work things through with me to best meet my needs. He is supportive and kind. He is just the best!

Rob has been our financial manager for a few years now and we could not be happier. He is always…read moreavailable for questions, he is incredibly knowledgeable and easy to work with, and we feel confident our money is in good hands. Rob has been great at being upfront and honest about our financial situation and is working with us to help reach our retirement goals. He is always willing to discuss the current market and calm fears about volatility. I highly recommend Rob!

Daisy was very helpful and place was very welcoming. Also they provide complimentary drinks!read more

New Era Credit Services is a fantastic company who is genuine about wanting to help improve your…read morecredit score. After doing some basic mailing of paperwork to the 3 credit bureaus (which they typed up for me), my score jumped 75 points. I couldn't believe it. I've never seen it jump that much in 30 days. I'm excited to see what more can be done to my score. I'll definitely recommend New Era Credit Services to anyone I know.

From the owner: Is your credit score below 620? It's possible that you, like so many others, have errors on your…read morecredit reports that are hurting your ability to get financing at reasonable rates. We work to legally and permanently remove inaccurate, negative and unverifiable information from your report, improving your score and reputation. Another goal we have is to educate people on how credit works, what can be done to remedy bad credit and what can be done to rebuild it.

Fast and efficient call, got to know a lot that was never tough by my mortgage company.read more

I've been a fully cooperative policyholder throughout this claims process (filed 6/26/26), and…read moreBamboo Insurance / Accredited Specialty Insurance Company has repaid that cooperation with months of stonewalling. I filed a claim in good faith from an issue that arose with my house. Instead of a timely, straightforward review, the claim was handed to their Special Investigations Unit and I received a Reservation of Rights letter listing a disputed date of loss and leaning on an unrelated pre-purchase inspection report to suggest the damage was "pre-existing." I'm a first time home owner and my understanding is if you see a big enough issue, file a claim which is exactly what I did. I have provided everything requested: documentation, records, cooperation at every step and I am still waiting on a decision. This is well beyond what should be a reasonable timeframe. This is not how a company should treat a paying customer during one of the most stressful moments of homeownership: an active property loss. If you're shopping for homeowners insurance, know that a clean claim history and full cooperation on your end does not guarantee a timely or fair process here. I would strongly encourage anyone considering this insurer to look elsewhere, and I'd encourage current policyholders in a dispute to involve an attorney or public adjuster early. Don't expect this company to move quickly or fairly on its own.

Preferred Law is the best they were very honest and helped me get my loan modified in a very…read moreprofessional way, they kept me posted in all that was going on. When they said they were going to contact the lender they did and then they would call with up dates everyone that worked on my file were all very professional. I am so happy.