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.

Our financial advisor is at this location. The Minton Tuzzo Group are extremely professional and…read moreknowledgeable. They have been our financial advisors for years. I have recommended many friends and relatives.

Stuart is the BEST! He is awesome smart with his talent and crazy good with client response time!…read more A true professional he is. Been enjoying his professional services and advice for many years. He handles my personal and business returns and would recommend him to anyone looking for a good solid CPA. I rest easy at night knowing he has completed my returns with no nonsense fluff or deceptive practices. All at a reasonable price that is worth every penny. Services not inexpensive, but remember: you get what you pay for! No crazy homeless looking folks dressed up like Lady Liberty here! Just good ole fashion number crunching perfection. Thanks Blum and Blum! You guys RULE!

I have been with Blum and Blum for a few tax seasons now. Mr. Blum has not only saved me money, but…read morehe has helped set up my business, helped me file as a single man, and now as a married man. At Blum and Blum, they are really responsive and do good quick, quality work. They are passionate about what they do. They helped me figure out the right time to open up a retirement account as well as set up a great mutual fund account. I am glad I used them for my taxes and financial needs.

I've been with 24/7 Merchant Mart for years and they have yet to disappoint. As a jewelry store…read moreowner, I have worked with my fair share of merchant service companies before but nothing compares to the quality service this company provides. I work with my "own" dedicated agent who goes above and beyond whenever I call, my cost were significantly cut, my equipment is quick and reliable, and I've been helped during my marketing efforts for free. No other merchant company has ever done that for me before! If you are out there looking for a merchant service company, I can only recommend these guys. They are truly the best!!! - Sara

From the owner: Merchant Services in Boca Raton FL| Credit Card Processing Terminals | POS Systems. 24/7 Merchant…read moreMart's growth into an industry leader in credit card processing is the result of an unwavering dedication to helping businesses to succeed. Combining dedication with strategic investments, focus on industry and a commitment to our clients. 24/7 Merchant Mart helps clients succeed in all facets of merchant payment processing, including solutions for Credit, Debit, EBT, Check Conversion and Guarantee, Restaurant & Retail POS systems, Gift & Loyalty Cards and much more. We are committed to offering superior credit card processing to businesses of all sizes, big and small. And, with around-the-clock technical support and the industry's largest selection of free equipment, we offer everything businesses need to process payments efficiently, inexpensively and safely. Contact us today to learn how our Merchant Advisors can help your business prosper.

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!

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.

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.