So many talented individuals work here. They take care of investments, taxes, estate planning,…read morenotary services, education classes and member events. All this while treating clients as family.

From the owner: Securities offered only by duly registered individuals through Madison Avenue Securities, LLC…read more(MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM, Capital A Insurance, LLC (CAI) and Capital A Tax Solutions, LLC (CATS) are affiliated under common ownership. Insurance services and products are offered through (CAI). Tax services are done under CATS only. MAS does not give any tax or legal advice. CAWM, KFS, CAI & CATS are not affiliated with MAS. Individuals leaving reviews on this site may/may not be clients of CAWM and may/may not be compensated for sharing opinions & experiences with our firm. Any compensation creates a conflict of interest & an individual's comments may not be representative of another person's experience with the firm.

Chris is fantastic. He perfectly planned my retirement at my budget. He was clear, concise, and…read morereally helped me grasped the trickery of mutual funds. We created the perfect team with offensive and defensive strategies. I would highly recommend him to anyone that even has questions. He'll lead the way!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I needed to get some accounts opened and I spoke with Fidelity rep Christopher…read more He was very nice and friendly and very professional. I got everything that needed to get done that day done. I love Fidelity for all your investments need. I have been dealing with Fidelity for over 30 years and absolutely love them. If you are in need of a investment firm Fidelity is by far the best.

I called fidelity, wanted to opt out of investment, wasn't even signed up, so they wanted a picture…read moreof my license, a picture of me, so trying to understand this picture, I just wanted to opt out, didn't invest a thing, very frustrating to say the least. This company is very hard to deal with, and not kidding at all. Kept for hours. Name social, and DOB is not enough, this not american at all.

have better informed personnel. Give FIDELITY a look next door! Lack of attention to detailread more

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

John was amazing. We spoke for more than an hour and he shared SO MUCH information with me. At…read morethe end of the conversation I came away with new direction and drive toward my goals. I will definitely keep in contact with him regarding my progress. Thank you!

From the owner: Our company provides personal financial coaching…read more We will help you create a simple and detailed financial plan, implement it in less than 30 days, and provide accountability and support so you can achieve your financial and life goals. Your Goals: Create a Budget, Eliminate Debt, Save for an Emergency fund and Future Expenses, Buy a Home, Plan for Retirement, Save for Children’s Education, Pay Off Your Mortgage early, Build Wealth, Create an Estate Legacy Plan, and Give Generously.