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.

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!

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.

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.

They bold face lie to you. Took a week to get back to me saying they cancel contract. No reason no…read moreanything. Complete was of time. Absolute Scumbags !!! Stay clear

These people are crooks they tried to sue me for breach of contract and try to rob me of my house…read moreduring foreclosure try to forge documents that I did not sign saying that I signed them took me to court but I beat the case hopefully looking to counter Sue for the same 75,000 that they were suing me for breach of contract these are crooks do not trust these people they will rob you and steal from you the less fortunate if you don't know better do not I repeat do not allow these people to trick you into signing any documents even if it's to look into your mortgage they will say you signed over the deed to your property or the rights to your property and try to sue you for breach of contracts if you don't use them they try to do a monopoly take your house put you in a different house that they and put you into a leasing contract you will never get out of e WARNING WARNING WARNING WARNING WARNING DO NOT TRUST THESE PEOPLE THESE PEOPLE WILL ROB YOU!!!!!

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.

Zak Nathan is awesome, his company Nathan Industries i found at NathanIndustry.com and contacted…read morehim. We have really been on great terms, and Zak continues to impress me with his business knowledge. I am forever greatful for Zak's insight. God Bless !

This company save my family. They went above and beyond to get all issues ,credit score up , school…read moreloan help.Without Jamal and Vanessa I would not have gotten to purchase my home an would lost a large downpayment and had to move out of our family dream home.I absolutely recommend Jamal and Vanessa for your needs.

I was being sued by a collection agency so I contacted Jermeal at Empire Credit Solutions and they…read morewalked me through everything and they did all my foot work for me and I am happy to say I got a letter in the mail yesterday saying my case was dismissed! I'm so happy, Empire Credit Solutions save me thousands of dollars! Now I'm having them help me build my credit back up. If you want your credit brought up this is the place to go! Thanks Empire Credit Solutions I could not have done it without you!