When you think of how hard it was too earn your paycheck and also how hard it was to continually…read moresave for your 401, you start to think of who you'd want to watch after it and help it grow. We've been with Peak since the beginning and consider them family. Their warm nature, great customer focus, and top-notch investment personnel make it the perfect place for our family. I'd recommend them to anyone and twice on Sunday

Hands on personal approach to wealth management; clear and transparent. More like a family,; they…read moreinvest based on your goals and needs. Strong ability to weather the valleys of a volatile market. I would highly recommend this group

David and the team over at Balanced Wealth Advisors are outstanding! The information and financial…read moreadvice that they provided me was eye opening.

I used to work for a major credit card company that had an affiliated financial advisor consulting…read moregroup and I had grown accustomed to the 'used car salesman' consulting approach to 'financial coaching and advising', which is, 'I'll ask you a few questions and then you listen to me tell you what I know about financial planning". The experience has been refreshingly different while working with Frank. He asks questions, listens, and re-states what he hears which gives me a chance to find out what exactly I hope to achieve in retirement. It's sort of a "financial therapy" approach which gives me confidence that the choices I make are best suited for my overall 'well-being'. Holistic financial planning is how I would explain it. Very happy to work with Frank. -Nicholas

A real mensch. Extremely trustworthy. And out of the 6 wealth investment managers I interviewed,…read morethe sharpest about the market, taxes and best advice. Really concerned about understanding your philosophy and working with you

Jonathan Karelitz was our financial "advisor" who sold us into a REIT without disclosing that we…read morewould NOT be able to get our money out when we wanted to, like other REITs or investments. He then lied and said he told us that was a possible outcome. WHY IN HELL would I EVER invest in something where my money is trapped, and I can't get it out. Especially when the investment was tanking. My suggestion...GO ELSEWHERE!

This place clearly doesn't train its advisors. The staff is uneducated and clearly not looking out…read morefor the clients best interests. Save yourself time and go somewhere that will actually care about your money

I have had an amazing experience since the moment I stepped into the office here at Concord Wealth…read moreManagement. The leadership is incredible and motivating. I chose to continue my career here because of the open architecture and support in the ability to help my clients reach financial success. The fact that my own career is greatly benefitting from this decision is also a wonderful byproduct. I look forward to continuing my growth within leadership here with Concord Wealth, as well as helping more families and small businesses who honor me with being their financial planner.

We've been investing through Pinney & Scofield fro 11 years now, and couldn't be more pleased. The…read moreindexing approach, with re-balancing, is as sound as they come, and has allowed us to sleep well at night, eve through the awful period since '07. Dean Scofield is a pleasure to work with, very responsive, patient in fielding all the questions we've has over time. As a firm they are committed to their approach and don't deviate from it, even under pressure from panicked clients.

AGC Partners is has an excellent internship program that provides a great learning environment for…read morenew interns. It was a pleasure working and meeting everyone at AGC. I really appreciated everyone's patience and willingness to teach me about investment banking.

Laura Daniels is truly the best. She helped me make sense of my finances in a way that never felt…read moreoverwhelming, and together we mapped out clear, realistic milestones that actually feel doable. For the first time, I have a plan I understand and feel confident following, and that's been incredibly empowering. What I appreciate just as much is who they are as a company. They're local, they genuinely care about social justice and the planet, and that care shows in the way they work with clients. I love that they offer values-based investment options, so I can work toward my financial goals while staying aligned with what matters most to me.