on the phone for 30m with an agent who was unable to help verify my security question information…read moreto create a new online account, they transferred me to someone else. On hold for ~5m for a new agent, only for them to then state that the call never should have been transferred and they are unable to help me. The member/employee # they are asking for is not clearly labelled on my paperwork, and the plan ID was on a totally separate piece of paperwork that came in a separate lot of mail. Insane.

These people are some of the worst to deal with. They will not answer your questions and they will…read morecontinue to deflect and give misinformation. They will selectively ignore your questions, if they can vaguely point to something else you said. They will not cite or point you to their actual written policy. They seem to have processed things incorrectly and they cannot explain why they did it. They don't mind putting participants in awful situations, because they can just ignore you. Instead of trying to answer my questions, one of the people I spoke to kept deflecting and was even caught up with her own idea and said "you're just trying to find a loop hole". I don't get how trying to understand why principal processed something the way they did was trying to find a loop hole. If you have issues with them and they cannot point to a policy and they refuse to answer your questions, report it to an external regulatory body. Document everything. Report them to the Better Business Bureau (BBB), the Consumer Financial Protection Bureau (CFPB), U.S. Department of Labor's Employee Benefits Security Administration (EBSA) , IRS, consult with an ERISA attorney, or something.

My husband and I have been saving for retirement for years. We had come to a point where we needed…read morehelp. The entire team at Gilbert and Cook is amazing. Very informative and focused on what we want out of the next phase of your lives. A special shout out to Cristie and Jarit for their ability to make the complex clear!

From the owner: Gilbert & Cook, Inc. is a wealth management firm, dedicated to empowering a unique group of people…read moreto live a life of abundance. Navigating through life's many transitions and complex choices, Gilbert & Cook provides clarity and instills confidence to make important wealth decisions.

Was here weeks ago due to my many questions on investing. The rep assigned to me was courteous and…read moreknowledgeable... I didn't go with them because I needed some time to think about it but after some time and the way the economy is going now, this option is clearly high reward yet risk is low. Thank you guys, looking forward to awesome returns.

Beware of scam brokers like Birch Gold…read more Firstly, just consider others like Miles Franklin or KEPM because they're fair and won't charge outrageous premiums. In September 2023 I converted my traditional and Roth IRA accounts to precious metals with Birch Gold. The representatives were helpful enough and even offered me custodial services at no charge. I felt good about it for a long while until I started looking into other, more honest aforementioned brokers. Little did I realize at the time that they were charging me as much as 470.04% premiums on some of the silver assets in my order! Yes, almost 500%!!! Now that's a spread! In addition, they sold me these funky 1.85oz products and other "Laurel" coins that aren't common and don't really have a buyer in the free market. I consider this unbelievably predatory behavior from a company that I trusted after hearing about them via Ron Paul's Liberty Report. If I could go back I would have shopped around a little more rather than just placing my trust in them via Ron Paul's credible endorsement. Despite the market increase in gold & silver since that time in late 2023, I feel horrible about the dishonest practices of this company and how they scammed me out of a large percentage of my hard-earned savings. I've contacted Guy Artuso and tried to recoup what I lost with my initial order. He gave me buyback prices that reflect a spread of approximately 58% from Birch Gold Group's current ask prices. If they were to sell a new customer my exact asset portfolio, it would cost that customer $266,416.76. So why is my buyback offer only $111,581.65? No progress with them as of yet, but I've found a financial advisor who knows attorneys who specialize in these types of complaints, so I'm feeling hopeful even if all else fails. In summary, DO NOT TRUST Birch Gold Group. They will scam you out of your hard-earned retirement savings just like they did to me - and they won't lose a wink of sleep over it either.

Connor has been my financial advisor for five years, I am so glad to have met him because I do not…read morehave a strong financial background an he does not make me feel dumb. He takes the time to explain my options and helps me to understand how my strategies can help me attain my future goals. He is always patient and thorough, and I feel confident with his advice in helping me to reach my goals and choices. I have a lot of confidence him and will be with him for a long time.

This group gets 5-bloody stars! They are top notch and truly…read morecare about helping people kick the baddies out the door. They always promptly answer questions (email or phone) and with a smile too. I highly recommend Tom, Wanda, Paula, Melissa and the entire teamster CCoDM to any&everyone. Thank you. You're doing amazing work!

Bunch of crooks and con artists , told me a 20 point drop in a credit score isn't bad lol they…read morecaused it by wrongfully including my account with someone else's and won't own up to it and fix the issue , just kept feeding the same bull crap they sell to other people , blocked me on fb so I cant communicate and get things figured out , Tom Coates is a real work of art !! Great business you have here, canf believe crooks like you can stay open

Still working with Layne and Janelle for our retirement. Layne asks lots of questions to make sure…read morewe are where we want to be for retirement. he makes suggestions and explains why. Janelle is always helpful with everything. she was super beneficial in transferring my father's death benefits to my accounts after he passed, what a blessing that was.

From the owner: Serving Pleasant Hill, IA and outlying areas, Layne Brown and associates are offering the following…read moreservices but not limited to: Retirement, Estate Strategies, Insurance, College Funding, and Business Continuation to help client reach their goals.

TWFG is a very professional, knowledgeable, and friendly team. They treat you like family and…read moredevelop a financial plan that is tailored to your needs. They provide outstanding advice and explain the process and strategies they use to protect your financial future. I trust them explicitly as they have developed a sound financial plan to carry us through retirement in our desired lifestyle. They saved our retirement. We have had other financial planners and TWFG was the first to put our needs first instead of some cookie cutter plan of investments. I view them as family and highly recommend them for your financial planning.

I would heartily recommend this very competent, professional and patient group of people who…read morecomprise Triplett-Westendorf. They truly want to do their best to meet the clients' needs and goals. More than just being great financial planners, they are wise, kind people who listen and educate. I trust them wholeheartedly that they are working with my best interests in mind always. They are prompt in their communication and respectful in every interaction. A true role model of a company.