I don't like dealing with local banks. This was as easy as my deal could have been. We communicated…read moreeverything over emails and the service was fast and easy. I provided way less paperwork than my local bank wanted. I will definitely use Jennifer again. She made me feel like a valued customer.

James is the absolute best! He walked me through everything I needed to find the best investment…read moreoption for my current situation. He was patient, knowledgeable and went out of his way to make the process easy for me. I have total confidence in the plan we worked out for my financial future.

Insurance pushers with bad customer service. My personal experience was with one of UniRets lead…read moreadvisors. In my opinion, these are insurance salesmen, not financial advisors. I don't believe these agents are fiduciaries and therefore not obligated to work in your best financial interest. My agent was very attentive, until he sold me a product. After realizing the product he sold me was not what I originally asked for, I attempted to reach out cordially via email, his assistants, and through his business cell. This was months ago with no reply since. I wanted to convert a pension into a Roth IRA and was looking for advice on how to accomplish this and what to invest it in. The agent contacted me through my pension provider, so he seemed like a credible advisor. The agent rolled my funds into an annuity instead despite this not being at all what I asked for. At no point were the terms, risks, fees, penalties, or caps of this contract clarified to me verbally. It also was not explained to me that annuities need to sit for decades to see any gains. Written contract was incredibly confusing jargon. I did not fully understand the product. I asked for clarification that this was a Roth IRA and not an insurance product. Why would I need to pay for a tax deferral through an annuity when I would've already gotten that benefit through a Roth invested in stocks/mutual funds? I was told not to worry, that this was my best option, and I was urged to sign so we could move forward. Looking back it feels predatory and shady. Then he began trying to sell me indexed universal life. Majority opinion from anyone who doesn't have a commission to be gained from selling such a product will tell you this is a bad investment for a 23 year old with low income and no dependents. When I raised suspicions he assured me he was not trying to sell me life insurance despite that being exactly what he was doing. I lost a pretty penny due to the surrender penalty trying to get out of the 10 year contract with the insurance company. The annuity was barely earning anything. Clearly not the best option for me. Never once did I mention that I was interested in an annuity. I very clearly communicated I wanted a Roth IRA, and my agent (in my opinion) chose an account that wasn't suitable for me because there was a commission to be gained for him. Then he didn't even have the integrity to respond to me when I reached out seeking clarification. Even if you are looking to purchase an annuity, I suggest you look elsewhere where they are more trustworthy. Don't allow these people to play games with your hard earned retirement

Marilyn B. Brad has…read moremanaged both mine and my husband's retirement accounts for over four years. Brad also manages several other accounts we have referred to him, therefore, I feel extremely confident in his professional history. There is never any pressure from Brad. Each account is developed for your specific retirement needs, I'm grateful for this because my previous advisor had me in a high fee, cookie cutter portfolio where the fees were killing us. The accounts our funds are now invested with are diversified through highly reputable, long established companies and are totally accessible at any time. I also like that Brad insists on meeting with you twice a year to update you on the progress of your account. Aside from Safe Money Advisors, Brad does TV and radio appearances regularly to give valuable info to help others--he is the hardest working man I know. Safe Money Advisors' staff is professional, efficient and a pleasure to work with. Our only regret is that we hadn't me Brad sooner because we would be so much better off. With so many unscrupulous people constantly trying to steal what you've worked hard to achieve in your life, its great to have someone so trustworthy at the helm when it comes to your finances.

His firm asked me to bring tax returns and investment account statements to a scheduled meeting. I…read moresaved PDF files on a USB memory device along with 2 spreadsheets with my financial plan. He refused to review the files stating security concerns about thumb drives. He should have an inexpensive computer not connected to the internet to view files without concern about compromising an important computer or network. It is unreasonable to expect a prospective client to print approximately 200 pages of material. Because he refused to view my files he spent the time during the appointment asking me questions about what was in the files. It is not a reasonable expectation that I should have all the data memorized. He was arrogant and argumentative. He had no interest in discussing my financial plan. He only wanted to intimidate me into utilizing his services with claims that I was in financial danger.

We used BFC to help fund payroll for our government contract. Our payroll ran about 130K per…read moremonth. We needed to make sure we could cover three months of payroll in case there were issues getting paid. When we went to the banks they wanted our house, our cars, and our first born child. BFC was not like that. They knew we would get paid as it was a US GOV contract. BFC's team became part of our team. We could not be happier with their service. We are looking forward to using them in the future.

I have used BFC for our business. Very professional office and easy to work with. Everything is…read moreupfront and on the table, no surprises.

Good knowledge on Restaurant business very professional helpful and easy to work with. They gave…read moreclear guidance great advice and made the whole process much easier highly recommended Liquor license and beer license experience

Javier the best agen ever, thank you so much Javier ! He very quick search ! nice and friendly!read more

I had an excellent experience working with Samuel Pina. He was very professional, knowledgeable,…read morefriendly, patient, and took the time to explain all of my coverage options in a way that was easy to understand. I highly recommend Samuel to anyone looking for honest advice and outstanding customer service. It was a pleasure working with him.

Great services! They are very patient and are genuinely passionate about accounting. not pushy in…read moreoffering services. Straightforward and honest about whats needed and necessarily for my business. highly recommend!

Awesome Tax Service! He was incredibly helpful in helping us…read morewith an accounting need. Excellent experience.

Excellent bookkeeping, social media marketing, tax prep, and notary company! My one stop shop for…read moreall of my back office needs! Great value, too!