This company has done a good job for us over the last 3 years. I've compared our returns with some…read moreother firms and we've done very, very well. Very professional and knowledgeable staff, and timely replies to any questions we've come up with. There's a good reason this is one of the largest financial planning companies in America and is recommended by many brokerage firms.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

I'm a really big fan of Fidelity!…read more We needed to have some one on one time with a financial advisor. I found Brenda on their website and made an appointment with her at our first available. My wife and I both liked Brenda and the way that we were treated at the office. It's a very nice new office and the receptionist is excellent as well. We were curious about a few things for our retirement planning and Brenda helped us quite a bit. She was very kind and generous with her time, and answered all of our questions. We feel that we are on the right track and that piece of mind is invaluable. I highly recommend Fidelity.

No one should EVER have to sit on hold for over an hour to discuss THEIR OWN MONEY. Terrible…read morecustomer service making someone wait when YOU ARE HANDLING THEIR MONEY. I am beyond irritated. Enough to move all my accounts somewhere else that will not leave me on hold for an unreasonable amount of time. Totally unacceptable.

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

we have used them for a couple of month now and we are blown away with their customer service and…read moreproduct offerings. Can't say enough good things about them.

WARNING TO TRUCKING COMPANIES: THINK TWICE BEFORE CHOOSING RTS FINANCIAL…read more Our experience with RTS Financial has been extremely frustrating and has put our trucking business in a difficult position. Our factoring contract has been successfully terminated, and we paid the outstanding balance of $7,265 in full. Despite fulfilling our financial obligation, RTS Financial continues to refuse to provide our Letter of Release and remove the UCC filing lien against our company. This is unacceptable. We have done our part, paid what was owed, and fulfilled our obligations. All we are asking for is the documentation necessary to move forward with another factoring company and continue hauling freight. To make matters worse, when we asked our brokers for fuel advances to help keep our trucks moving, RTS Financial denied them. Cash flow is essential in the trucking industry. Without access to our funds and the ability to transition to another factoring company, running our business becomes unnecessarily difficult. What is most disappointing is the difficulty of reaching a resolution once you decide to leave. Instead of helping us close our account properly after paying our balance, we are still fighting for a release letter that is critical to our business operations. After researching RTS Financial's public customer reviews and BBB complaints, we also found reports from other trucking businesses describing difficulties obtaining release letters, resolving UCC filing issues, and transitioning away from the company. While every situation is different, seeing similar concerns raised by other carriers is troubling. Our message to other owner-operators and trucking companies: DO YOUR RESEARCH BEFORE SIGNING A FACTORING CONTRACT. Read every clause, understand the termination requirements, and ask exactly what happens to your UCC filing when you leave. We would strongly encourage trucking companies to compare other factoring options before committing to RTS Financial. Do not look only at the advertised rates. Consider customer service, access to your money, fuel advance policies, contract termination terms, and how quickly the company will release your business when the relationship ends. RTS Financial, we have paid the $7,265 balance. Our contract has been terminated. We need our Letter of Release and the appropriate UCC termination filing so we can continue operating our business without further unnecessary delays. Cash flow is the lifeline of trucking. Every day spent waiting for essential paperwork can mean lost loads, lost revenue, and additional financial pressure on a small business. We hope RTS Financial resolves this matter promptly and that other trucking companies learn from our experience before making their decision.

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

If you need someone to help you navigate your future with investments, savings, taxes, social…read moresecurity, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.

From the owner: True Peace Financial Solutions is dedicated to providing tailored insurance and financial services…read moreto clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.

I spoke with Bridget McQueerey on the phone this afternoon on she was incredibly rude. She had been…read moreavoiding calls for over 90 days, which she initially denied. I asked for the postal address to forward documentation so we could get our issue resolved but she hung up on me. Thinking this could have been accident, I phone back immediately and she would not answer. I left a voicemail and still have not heard back. I likewise left a message for Mike Bukaty and I am still waiting a response. This is not the level of professionalism I would expect.

In Dec 2019 I was quoted by Jeff Walstrom $775 for health ins. for the 2020 year. I agreed to the…read morepolicy and enrolled in auto debit for the pmts. In Jan of 2020, I received an email from Jeff Walstrom stating my ins. would go up to $910 a month effective Feb 1, 2020. I complained and reminded him he quoted me less than 30 days ago, so he agreed to honor the $775 price through May of 2020. In May of 2020, I was charged 910.00 which was not supposed to happen until June of 2020. Then in June of 2020, I was auto debited $1035 without any notification from Jeff Walstrom or BCBS. I emailed him several times and sent him a copies of the rate sheet he provided. Jeff stated the rates increased again in June and the rate sheet was now expired. Now I am paying over $1035 a month for a policy that was originally quoted at $775. My rate was increased of $261.76 in 6 months. I also never approved the auto debit amounts to raise or be changed without my knowledge, so I am filing a BBB complaint. Jeff Walstrom is not a good agent, nor is he good with communication, nor does he follow-up on anything. He quotes you and enrolls you into auto debit, then takes more money that he is supposed to. CHECK YOUR AUTO DEBIT if you have a policy with him.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

I can't even begin to thank Kristen enough for all the help she's provided me. I was in such a bad…read moreplace with credit card debt and starting up my own small business and I didn't know who to turn to. In 2 months, she completely reorganized my financial life. On top of that, she truly cares about her clients and realizes money affects every aspect of our lives and not only is there to improve your financial situation but she honestly helped improve my whole life! She is a wealth of knowledge and taught me so much. She exceeded every expectation and is highly recommended.

From the owner: Money coaching, personal finance, mobile notary publicread more