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.

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.

To all, Be advised…read morewhen working with Morgan Stanley you will not see all the added on hidden fees. The fees i'm talking about are hidden and you will not see them on your statement. I would stay away from any Morgan Stanley office.

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 received an approval; however, the terms were predatory. I read the reviews and assumed I was in…read moregood hands. Let's just say I was Wrong! This was worst then a payday loan service rate. I don't have bad credit; my business has been established over two years. Throughout the entire process I received several bot generated texted messages and one call in that order. Upon my approval I received one text message from a human which I responded informing that person that I wouldn't be moving forward. I was reading that Yarrow Financial goes the distance. I guess this time they were lethargic and lacked enthusiasm.

They just send unsolicited emails to a bunch of email addresses within our business, labelled "last…read morechance","reminder" and other "incomplete funding application" to bait us into contacting them. We have never contacted them for any funding. They just got our emails from some listings I assume and then starting emailing a bunch of our email addresses a couple of times a week. We should not have to unsubscribe. Relevant reputable lenders don't spam the entire business community with deceiving emails in the first place.

Stay away from this brokerage firm, especially Russ Johnson! Neither he nor his associates return…read morephone calls or offer any personal service after they have received your investment money! They do not monitor your accounts carefully. There are many other firms which offer far better service!

I had spent many years with an advisor whom i considered a friend. He grew money for me, this is…read moretrue, but when i realized how much of a take he was getting, and it was running my IRA out completely, i was a bit alarmed. Bruce at Raymond James handles my parents account and had been completely trustworthy for a very long time. When i visited with my parents, he asked me if i might consider showing him my portfolio and he would review it. What he pointed out to me floored me, and i was so very grateful. There was no pressure but honest appraisal of things i was not aware of, and how they could help me. We discussed for a few months and then i made the switch. Bruce, Walter, Deb, Tanya and Francesca have treated me like a king (i'm not that big an account) and everything they promised has come to fruition to the point i've given them my entire account which they have diversified wonderfully. Whenever i visit SFlorida, Bruce asks me to come in and evaluate where we are now, and what he things we should do, as well as tax ramifications for any decision i make. I can strongly recommend Raymond James Glades Road office if you want honest, straight talking, hard working professionals who make you one of the family. Today, they sent my parents a huge bouquet of flowers to celebrate their 71st wedding anniversary. My mom could not stop raving about how special she felt. Thank you to the entire team.