Bill and his team are excellent. There is more to a financial advisor than investments and I…read moreappreciate being able to call or email with questions that are always responded to quickly. I have every confidence in AIO Financial.

I have nothing but great things to say about AIO Financial. They do way more than just manage my…read moreinvestments. They created a plan that covers all areas of my finances and it gives me tremendous peace of mind. I highly recommend them to anyone, especially those with a high net worth. They don't get commissions or sell anything so I know they are always doing what is best for me.

I have an old Stock Certificate from my Father from many years, almost put it in the trash when we…read morewere moving. I put it away and six months after moving I came across it again and said, maybe I should find out about it and if it's worth anything. I'm deaf so, my Son had set up an appointment. Mr. Douglas Riegger is very professional, help me out along with my Son to understand what we have to do to accomplish my goal of finding out. Still work in progress, I'm giving a five, they have exceeded my expectations. I do recommend this group and they are all very professional, courteous and helpful.

From the owner: Our primary focus is Retirement Planning and Wealth Building. We can also help with calculating…read moreSocial Security Benefits, Long Term Care Insurance, Life Insurance, and Educational Savings. Southwest Investment Advisors (SIA) is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

We have entrusted our investments with the Greenberg Financial Group for almost 20 years and have…read morethe highest regards for the Group, the staff, and the investment advisors. As a result of their efforts and expertise, and our willingness to listen and work with them, we are able to enjoy our security and financial comfort as we continue along in our retirement years.

Dave Sherwood has been my Financial Advisor for 20+ years. I seek and appreciate his wisdom and…read moreguidance when making a decision about my investments. He has not steered me wrong! He develops a rapport with his clients and makes each one feel like a valued friend. He is easy to talk with and completely down to earth in discussing one's financial goals.

In doing my research on JDM, I saw a lot of bad reviews. At any rate,…read moresince I wanted some information on annuities for retirement, I decided to give them a try. The representative was very bright and extremely helpful. He was not pushy. He asked a lot of pertinent questions to help find the right vehicle for me. I was very happy with the entire experience.

I ordered the information off a TV ad and the calls never stopped, very rude people and very very…read morepushy , wanting to know all y our financial personal information. Numerous times when they called I asked for my number to be removed from their list because I was not interested at this time, the one who called tonight didn't even listen or take any notice when I told him that I was in the middle of something, he just went on and said , so what are you doing for your retirement investment then? I HUNG UP.

I've been with Edward Jones and Joe since moving out here from Chicago, so has my wife, my mom and…read moremy cousin Victor, the best people you could ever find, seriously they are like family. Along with Bárbara who works with Joe,she's the best, and a sweetheart...,we love our family there, and we've made , and doubled our finances with them. If your in need of an investment company, go seeJoe at Edward Jones, you will thank me.

Nice people, but avoid unless you want to be overloaded with BS instead of getting the answers to…read moreimportant questions.

Penny has been my fee-only financial planner for the past 14 years. I am a professional…read moreartist/entrepreneur and cannot predict what my annual income will be from year to year. Penny's guidance in my spending and tax planning allows me the freedom to focus on my work without money worries. The best financial decision I ever made was to turn my retirement account over to Penny to manage. She set up my investment portfolio with an age appropriate balance of stocks and laddered bonds. I was comfortable with that plan from the start and it has proved to be successful over the years. My attitude toward record keeping and tax planning has improved since I met Penny. She inspires me to want to understand the basics of how to make my money last longer and work for me for many years to come.

From the owner: Cambridge Financial Group, LLC has provided outstanding fee-only, no commissions financial planning…read moresince 2001. We offer personalized services for clients at all financial levels, ranging from wealth management to a program for young professionals with no minimum asset requirement and all services in between. Our wealth management retainer program provides ongoing portfolio management, insurance and estate planning, as well as tax planning and preparation. Our EdgeAhead program is designed for young professionals and low net worth individuals to get help with their immediate financial concerns.

Always great service from both Dan and his team! Give them a try. You can thank me later.read more

I waited for one week for a car insurance quote after speaking with Barbara. Barbara was asking me…read moreabout how much I was paying before and I didn't say how much. I just said to give me a quote for the same coverage that I have so I can compare it. No calls for a week and so I called back to follow up and still they haven't had a quote. I spoke with Barbara again and saying that she's a customer representative and she has to forward it to the agent and she hanged up on me. What kind of customer service is that?