I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

I have had accounts with Fidelity starting in 1978. I have learned over the years how to manage my…read moreinvestments on my own, and only used agents to do unusual things like rollovers and help in other unfamiliar situations. The fidelity staff have always been very knowledgeable, helpful and courteous, though I have never been to a Fidelity office, I do all business online.

Good return on investment good investment advice. That's is enough for now. They can do with…read moreless.

Mike Ramos is one of the BEST! He actually cares about his clients and doesn't nickel and dime you…read morewith extra 'fees'. I walked into his office the first time and had a seat in his waiting area. After about 15 minutes I was ushered into his office (this was without making a previous appointment mind you). We sat and talked for at least 20 minutes about my situation. He gave me some pertinent advice and did not charge me. He and his wife make a great team together and are wonderful people when you need some good credit counseling. HIGHLY RECOMENDED!

Working with Michael at credit rescue was an amazing experience! He is one of the very few people…read morewith honesty, integrity and cares about his craft! My credit was a mess, but Michael was very patient and worked diligently to help me and now my credit score is close to the 800s. I highly recommend working with him and his company. It will be one of the best things you'll ever do!

Stefanie is highly knowledgeable and was a huge support in helping me navigate starting my…read morebusiness. I felt heard, understood, and held in our meetings while she took the time to truly understand and guide me through the how to's of a business start-up. I highly recommend Stefanie for all your financial needs! A great asset to any business owner, small or large.

From the owner: We specialize in guiding people out of debt, based on their specific circumstances. We can show…read moreyou how to live debt free for the rest of your life. We also provide guidance for college savings/loans, emergency funds, retirement preparation, bankruptcy, and building wealth. In addition to working with individuals, Stefanie has experience as a small business owner and can guide you on budgeting and growing your business.

Schwab failed to pay withholding on my IRA RMD as instructed, and I had to pay large IRS penalties…read moreand interest for which Schwab refused to reimburse me. Unless you like chatting with computers and being treated poorly, invest with Morgan Stanley, Fidelity or another broker that doesn't treat people like poop.

Assets frozen. The first thing that went wrong with schwab was my zelle on the schwab app. At first…read moreI sent money and it said it would take 5 days. Then there is a button that says cancel zelle payment button on the schwab app. I pressed it, and it said it was canceled. I walked into the schwab brokerage building to deposit a check into my checking account. And the first thing the representative said was oh your using this check to pay your zelle balance? And I told him, that I had canceled that zelle payment on the app. Then the next day I sent money through zelle and it sent immediately this time. Then I was going to send money that night through zelle and my zelle account was locked. Schwab said they would send zelle an email. Then I deposited money into my checking through plaid the day after the zelle incident. Then I tried to login to my schwab app and all it said was i could not log in and to call a number. I called the number and the lady said my account is frozen. That the check I deposited was fake. And that the only way to unfreeze my account was to fax all my income sources. I did not receive any notification that my schwab account was frozen, leading me to believe that schwab thinks I'm the one committing fraud. Then I explained that I had deposited money and it said it would take a few days to process. Then the lady said since your account is frozen schwab will not accept the money. Today, schwab DID accept the money. I have no money because my account is frozen. And every time I call them they say they are working on it.

I have worked with Kevin for almost 20 years. I've had the opportunity to observe how he solves…read morecomplex problems with simple to understand solutions. Kevin coordinates closely with other professionals (attorneys, CPAs, and P&C agents) to learn about all aspects of a particular clients' financial picture before he makes strategic recommendations. He is an avid student of the financial services industry and reviews his clients' plans regularly for possible improvements based on changes in tax laws, economic climate, investment opportunities, and modern risk management solutions.

From the owner: It is my goal to assist you to build a solid financial structure that will stand the test of time…read moreand that will grow and build wealth for you and your family.

My new financial advisor is MAKING IT RAIN! I was skeptical at first, I contribute to my 401k, a…read moreRoth IRA and I dabble in the stock market a little bit. I try to save as much as I can and store it in a regular savings account. I've been doing this ever since I started working. Smart right? Wrong. So wrong. About 5 months ago, Chris Clausen at Mass Mutual helped me invest my savings into various funds- 5 months later, i've made 18%. He's patient, generous with his advice on investing and a true guru with finances. I really feel like he watches over my money like it's his own. I recently told him I wanted to retire when I was 50, he didn't laugh, he helped me put a plan together to get me there. Imagine if I had started these investments sooner...I don't want to think about it. Call Chris, he'll hook you up!

We used Alex and his office for almost 10 years. Once our twins turned 18 we wanted a local…read morecompany so they could go in person and handle business. The transfer for three accounts happened seamlessly. However one was stalled. That one was created the same day and exactly like one of the first three. No reason given, no help and in fact Alex refused to call us back. His assistant said we had to call corporate Edward Jones. So we did. They told us our current advisor had to deal with it. So back and forth we made phone calls - no one from Edward Jones would help or even give us answers why they would not transfer the money. Our advisor ?? Well he still has not reached out. I will never use EJ again. I will never refer them again. And I think Alex needs to retire if this is the customer service he provides.

I am so thankful for Alex Perkins and for Nancy. I live a long way away and I am so thankful my…read moresister is working with them on her financial portfolio. They are kind, patient, and understanding. Alex is a true fiduciary, ensuring the best care for my sister. If you need someone to guide, cajole, and/or calm you down on your finances--call Alex Perkins at Edward Jones. He not only guides you financially, he is able to connect you with other resources you may need in the future. Thank you Alex and Nancy.

We met Michael following the great Yelp reviews, and we are highly recommending him as a financial…read moreplanner. We had countless questions related to income, investments and a specific real estate situation, and he was extremely patient and supportive with ideas we had not yet considered. Also, he was absolutely not pushing us into one direction. Thank you for your time and valuable advice, we will be back!

Michael Rose has been our financial advisor in a fiduciary capacity for almost 10 years. He…read moreoperates with the highest standards of ethics, integrity and financial knowledge. Because of his diligence & knowledge, he has minimized the impact of any negative market on our funds. He is hands on , meeting with us quarterly to make any necessary adjustments. We trust him completely because of he is a God-fearing man and because of his spotless history managing our funds.