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.

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.

Fair dealings and real results…read more I had a few issues on my credit report which needed to be taken off, I had earlier signed up with Lexington law - where they charge a flat fee even if there are no results. But with Credit Law Center, they charge only if they achieve the results - there is no push to sell, and very fair and straightforward to deal with. And also more personable to deal with since there is an individual assigned to your case whom you can reach out to anytime you want. I was working with Kayla who was really good to work with.

Credit Law Center promised me a full refund IN WRITING if the credit repair process was…read moreunsuccessful. After it was unsuccessful, I was told that I needed to wait for the "final audit". I waited for that and emailed repeatedly over the last few months but still have not received a refund. I've been checking in last week and was told that the Accounting Dept is looking into it. I was suspicious about whether I'd get a refund from the time I started asking about it, when my 'attorney' did not respond to my emails. Now it appears that the whole company is just a sham.

I have been a client of David Jackson since 1995 representing Waddell & Reed and LPL Financial…read more David has been a stellar Certified Financial Advisor for me and my family. He has always given me great advice and recommended the appropriate investments based on my tolerance level. Modern Horizon's Team: Amanda Campbell, Edwina and Bridget Jackson are true knowledgeable professionals and have always provide excellent customer service and follow through. I highly recommend them for your investment needs! Adrian T.

Amanda is the BEST! She was so patient and helpful. Finances are not my favorite thing to deal with…read moreand she made everything so easy to understand and she's just really good at what she does. Highly Recommend!

Ben and his team are awesome. Highly responsive always and very willing to educate and unpack…read moreanything with your coverage

I can always count on Brush Creek Partners to provide top quality service to me and my family. I…read moresleep easier knowing that Ben is just a phone call away if I ever need anything.

We called to make an appointment to get some information switched over and to order a few cards and…read morecheckbooks. This isn't normally the kind of place that I leave reviews for, but for what we needed we had a good experience here. The only issue was that I had a meeting at noon, we got there at 11:00 and they weren't ready for us. We ended up getting things taken care of before my meeting but it was scary! The secretary was very nice and the banker giving us info knew his stuff!

been trying to open an account with this place for a week in order to invest in a CD. they said we…read morehad to create an account online then wait for an appointment to go into the office, but failed to tell us which type of account. my husband called the 800 number find out, they said just go to the office, don't need an account or appointment, and they'll handle it for you. my husband drove across town to the office and they said he had to go online and create an account before they could even talk to him. he didn't take his laptop with him, so he couldn't do it. he asked if they could just tell him the current CD rates. No, they couldn't. SERIOUSLY? he had taken the time and trouble to drive to the office, was standing IN the office, and they couldn't tell him the rates??? she gave him a card and said he'd have to call that number to find out. charles schwab is evidently not looking for business, which is good because they're not getting ours.

Aline has really improved my credit so far from a 520 to a 600 and helped me to understand how to…read morebe smart with my finances. I was always skeptical about credit repair companies before but I know Aline is really the truth. Kiera really cares about me and my wants and has even helped me plan out my future goals. Book a consultation!!!!

I am very grateful for the work done by Chris. If you're in need of accounting or tax help. I think…read moreyou'll find this company to be what you need.

I have utilized the services of Bellwether Tax and Accounting for a number of years for both…read morepersonal and business tax services, and I recommend them highly. Their strong knowledge base, professionalism and responsive communication make them a reliable and trusted resource.

If you are looking for an honest hardworking financial advisor, Jarod is your man. He is committed…read morein what he does and puts his clients first. I would recommend using Jarod for all your financial planning.

Jarod truly DOES make sense of investing! His easy going manner makes a complicated subject seem…read moremuch less complicated. I am so happy we switched our investments to Jarod. Give him a call - you won't be disappointed!