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.

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 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.

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.

This company save my family. They went above and beyond to get all issues ,credit score up , school…read moreloan help.Without Jamal and Vanessa I would not have gotten to purchase my home an would lost a large downpayment and had to move out of our family dream home.I absolutely recommend Jamal and Vanessa for your needs.

I was being sued by a collection agency so I contacted Jermeal at Empire Credit Solutions and they…read morewalked me through everything and they did all my foot work for me and I am happy to say I got a letter in the mail yesterday saying my case was dismissed! I'm so happy, Empire Credit Solutions save me thousands of dollars! Now I'm having them help me build my credit back up. If you want your credit brought up this is the place to go! Thanks Empire Credit Solutions I could not have done it without you!

I had the pleasure to speak with Adam Aiken about my extended warranty. The contract expired 11/24…read moreso I was not eligible for the coverage. Adam was very helpful with the information he provided about my 2017 Hyundai with the "death code" 1326. I understood my coverage has expired. Adam helped my wife and I better understand our options with our useless Hyundai. Sometimes in life we don't always hear what we want but it's important how the news is delivered. Adam is an asset to the JM&A Group. The next time I purchase an extended warranty JM&A is who I'm going with.

Will not pay for service that is covered by the plan. Make it difficult to communicate with them.read more

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

Tiffany and John go way beyond what any other financial advisers do.They gave us all kinds of…read morehelp during and our move back to Canada from the USA . Their personal attention and care are amazing and We highly recommend them. Linda Dux, R.N. and Peter Dux M.D.

From the owner: With over 20 years working in the financial services industry, I am dedicated to helping my clients…read moremeet their financial needs by developing Comprehensive Investment Plans around their long-term goals. My extensive experience throughout major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

While looking for help with my financial situation, I spoke with Stephan Leifer, and he very…read morepolitely asked me what my situation was. I explain to him that I wanted to reduce my debt. He let me know that this company does not do what I need and he recommended me to what he thought was the best place for me to call. It was very unusual to have somebody as honest and concerned sounding for me. he just went out of his way to make sure I understood what he was saying and why he recommended Someone else and he also explained that I wasn't in as bad shape as I thought. Just speaking to him, I would trust him totally if I was able to use his services for my needs. I will definitely take his word and call the people. He told me too.

Steve is an expert at helping fix your credit. Through persistence and insider knowledge of the…read morecredit bureau system, he was able to remove nearly all negative items from my credit report and improve my FICO score. He is the real deal and someone who is completely trustworthy. Highly recommended!