I've met the CEO of this company several times and after a negative experience with another…read moreSelf-Directed Investment Custodian company, I decided to transfer our accounts to Nuview. Disappointingly, Nuview relies heavily on automation and consistently makes errors charging their annual fees. When this happens, Nuview DEDUCTS the fees from the custodial account! ("Early withdrawal" would be triggered, creating tax penalties and obligations!) Every time this happened (over years!) I had to contact Customer Service and explain that they need to deposit the fees back into our accounts and charge the credit card of record. For. Years. In addition, their software does not update related fields so the client (!) has to ensure posting any information changes in every related portal page for EACH ACCOUNT. Example: Change of address? Do it online for each account. Also do it for each account's related credit card information. ARRRRRRRGGGHHHH!!! Also frustratingly, they are located in Florida and do not have extended hours to serve clients in other time zones. The most painful error of all is that Nuview does not serve their customers by optimizing fees. We could've saved a lot of money in fees had Nuview been more service oriented and not left this important management task solely to the clients. Nuview collects greater fees this way but continues to frustrate clients. Time to go custodian shopping....

This place is a mess, unorganized and very difficult to get one single person to help you. You…read moredeal with a group email address and spin in circles the entire time. Even after calling, and speaking with someone, they eventually seem to lose interest in helping, requiring you to have to continuously follow up. It's very difficult keeping them doing their job. Totally disorganized and horrible to deal with.

"We hired Nate to file our business taxes and trusted that he had, for years. He hadn't. We only…read morefound out after receiving a call from the IRS asking us for hundreds of thousands of dollars. When we tried to address it, he wouldn't engage or take responsibility. We considered him a friend before this. I wouldn't trust him with your business." Beware.

Solutions Group Accounting Firm does an amazing job. As a small business owner, I value their vast…read moreknowledge and great communication. But their energy and positivity make them a pleasure to work with.

By far the most competent and knowledgeable financial services on the market. The staff is…read moreprofessional, courteous, and honest. In a society filled with confusion and deception, Alan Smith Financial is a guiding light to a stable and secure financial future for short term and long term investments.

From the owner: We specialize in providing a custom service to our clients to help them achieve their long term…read morefinancial and retirement goals. Our services include retirement and financial planning, Life insurance, Long term care and disability insurance, College savings, Individual retirement plans and long term investing. We work with business owners to establish and help properly administer employer sponsored retirement plans and many other employee benefits.

Fidelity has my brokerage and 401k firm for at least 15 years, and have helped me navigate through…read morethe craziness [both good and bad] of our ever-changing economy. The portfolio managers and the team of experts available are amazing. They seem to be well versed in wealth management and are always available to answer questions. Whether you are an independent investor or need planning, I highly recommend the multitude of services Fidelity makes for one's future.

I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

David & his staff are very professional, friendly & informative…read more I am a novice with financial investing & David explained everything step by step & made sure my husband & I clearly understood. He devoted a lot of time to us so he could prepare a financial portfolio designed for our particular needs. David made us feel extremely comfortable & secure with the decisions we made including the preparation of a Retirement Strategy. Thank you so much David!

FFG's Financial Professionals provide a no cost (Huge advantage to the big boys), no obligation…read morereview of a client's current financial situation, educating others on how to establish goals for retirement. These guys hate taxes and FFG promotes tax-advantaged investments that are very limited to stock market risk, while still meeting goals for people to retire early. FFG is willing to assist anyone with a life insurance, asset protecting, tax saving, liquidity need. Sit-downs can take place either at the office or at the client's home residence. Available to meet clients on the weekends if necessary due to busy work schedules. Shares the same building as some of the local radio stations like MIX 105.1 and Sunny 105.9. Up on the 3rd floor of the Pembrook Commons building. Across the street from the RDV Sportsplex and shares a parking lot with the Courtyard Marriott. Financial Foundation Group was established in 2001 and has expanded through rough economic times to currently 7 divisions in 4 states (Colorado, Texas, Florida, Nebraska). Financial Foundation Group is not related to Foundation Financial Group, so no scam worries here.