We have been working with John Grace and Daniel Medina for many years…read more Beyond the results, we're thrilled with the great customer service: Thank you for all your good advice, your patience for answering all our questions in a timely, respectful, and professional manner. We highly recommended Investor's Advantage Corporation to our friends and family.

As a young investor, I was nervous to work with financial planners, as I worried I would be taken…read moreadvantage of. But after searching for 2-years and countless meeting with planners, I knew Investor's Advantage was the right choice. John and Daniel are not only passionate professionals, but they take the time to educate me. I know exactly where my money is going, my account's performance, and what their fees are. I highly recommend working with Investor's Advantage.

I had an in depth meeting with Sam Rad yesterday and I feel compelled to write a review to reflect…read moremy experience. With regards to seeking advice from a financial advisor, the most important aspect to me is trust. I have found that Sam is someone that has a very high level of trust and truly cares about helping other people. I had been scheduling meetings and doing research; Sam was the first to respond and he always held himself to a very high level of professionalism. I, myself, am a CPA, and I found that Sam was very knowledgeable. I look forward to working with Sam because I truly believe that Sam puts his clients' needs first, giving honest, insightful, advice in a manner that is easy understood by someone that does not have a degree in finance. Thank you, Sam.

Not sure if Sam is still practicing- he seemed to know his business, but after losing a significant…read moresum of money for us on a bad investment (ended up being a real estate ponzi scheme) he left the country and went to Mexico- Not making any part of this up- and we could not get ahold of him. We have a new advisor now- finally someone from his "office" called us but it was a really bad experience overall.

David Rae is not only my Certified Financial Planner and Accredited Investment Fiduciary, and has…read morebeen for over 6 years, we are members of the same BNI networking chapter. which he founded. I would also point out that the majority of our members are his clients, which, in its self, is a sterling recommendation. He calls himself the "Fun Financial Planner," and that he is, but he is also a charming, kind and considerate human being who cares very much about each one of his clients and their financial future. If you're looking for someone you can talk to and who will listen and give you the kind of advice that you can understand and count on, then you should look no further than DRM Wealth Management LLC -- David's company.

I worked for a University where I took advantage of the auto-savings 403(b) account. When I left…read morecampus life to start a home-based business I rolled my small savings into an IRA with another financial advisor who wouldn't return calls when I noticed my tiny IRA going into the toilet. In July of this year I turned my IRA over to David Rae, and also set-up a savings plan and I'm happy to report an 8% return in just a few short months. This guy knows what he's doing. As a result of my phone meeting with him today I'm going to open another savings account to grow my Queendom to even greater heights! David Rae tells me that my interests (literally and figuratively!) are his interests and I believe him. My net worth has increased because of his financial acumen, and my trust for his good work continues to grow as well.

Rocky Laucello is great to working with. Very knowledgeable and can help you meet your closing…read moregoals. Reach out to him for professional service and great advise.

Doing a home loan w/Dignified Home Loans was exceptional. They locked in a great rate and worked…read morehard to get my loan to close within the 30 day time frame necessary. Fiona Brady worked with me throughout the loan procedure and she was wonderful and patient. Many signatures were accomplished electronically and the only time that I needed to meet with someone was to sign the loan documents. That was with a notary at my home. I would like to thank this company and recommend them.

I met with both Dylan and Kindra at Best Interest after my mother, also a client of theirs,…read morerecommended them to me. They listened to my concerns and goals for my finances and tailored a course of action for me. I couldn't be happier with their service and have since recommended several friends at work. I have really enjoyed working with the team over at Best Interest.

I invested with Kindra after my mother died. She set me up in an annuity that lost me a lot of…read moremoney. It gave me a tiny monthly income but would lose me the money that the annuity cost. I would have to live well into my 90's to get out what I had put in. Also, she took non-taxable income and made it taxable. I pulled out and lost almost 20k - but it was worth it. I invested with a great firm - Douglas Herdt CFP & John A. Brinkerhoff. Last year my investment earned roughly a small monthly income, BUT I did not lose the original investment, which is growing. Also, I owe no taxes. Kindra is very personable and will make you think she's your friend- but keep your hand on your pocket! Ms. Sailers has a 65 Securities License. That means passing one exam. That's less than the 9-month course required to be a hairdresser. These programs take a few hours, or at most two days. In other words, Ms. Sailers graduated from the class of three o'clock. I was not wise. Ms. Sailers completely convinced me she was my friend and could invest my money so that I could get a monthly income, which would increase and was safe. Ms. Sailers told me that, if I should need it, most of my money was in "liquid cash." When I tried to access my money, Mrs. Sailors said, "I said that was what you have to pull from, not what you can take." My advice is, don't let someone with only a single license plan your retirement or invest your money There are good insurance agents in your community. A few of them do offer a wide assortment of investment products. Most don't. The same could be said of stockbrokers who are generally selling stocks and not doing planning. If you want a planner, you need to find a CFP - certified financial planner or a ChFC - Chartered Financial Consultant. They are trained to help you make the best investment decisions. The best is a CFP or ChFC who is also a RIA - registered investment advisor. The "alphabet soup" of financial credentials and confusing terminology such as fee-only vs fee-based (sounds similar, but actually very different!) Sadly, almost anyone can call themselves a "Financial Advisor". And almost anyone does. If you read all these great reviews it makes me sad- these are people just like me who " are from people like me,- To quote Amanda C. " I honestly have no idea, the market is hardly predictable and I do not have time to learn and master it. " Maggie S. " She's a great listener and as we started to work together and have gotten to know Dillon and the whole "family"." That's what she does- take you in, make you feel part of the "family," and take your money. I had a lot of trouble believing she had ripped me off - but finally, though the advice of CFP, I got it. Get a second opinion.

As a black owned and family ran small business, I am grateful for the opportunity to receive the…read morecredit coaching from Good Credit Builders. Good Credit Builders prides itself on the core value system of honesty, compassion, transparency and accountability. Kenneth Nelson, co-owner of Good Credit Builders, embodied those core values in his engagement with me. His professional, warm and welcoming approach made me feel understood and right at home. He attentively listened to my credit concerns and immediately went into action on creating a personalize credit analysis along with practical solutions that would boost my credit worthiness. Mr. Nelson expressed to me that no matter what my credit history appeared at the present time, he and his team would work hard for me and with me to make my credit situation better. It is Mr. Nelson's superior client service, the responsiveness of his team, and the solid business platform of Good Credit Builders that gives me the confidence that I am in good hands plus participating in their good credit coaching sessions I will manifest and reach my goal to become an entrepreneur. Thank you Mr. Nelson and the Good Credit Builders team for all that you do for the black community. -Orbit Fleet LLC

Simply impressed! Kenneth from Good Credit Builders got my score rocking in no time! I was…read moresurprised to see how fast my score went up after some simple changes! You will not be upset! Already reaping the benefits! Thanks Kenneth!

HIGHLY RECOMMENDED! 11/10. Stacey Bergman and her crew at Evergreen Alliance--especially Oscar…read morePena--are fantastic. They are experts on non-profit accounting and advice. One of their best attributes is that they actively build our internal financial services to make us less dependent on their services and reduce their billing. Financials are absolutely critical in any business. I became interim CEO of a non-profit in March 2021 with no intention of becoming the permanent CEO. I applied for/became the CEO only because I was absolutely confident in the work Stacey's team had done over the previous four years to thoroughly restate/re-organize the financials, ensure that all tax, accounting, regulation and government requirements were met, and that there were no issues hiding beneath the surface. Stacey and her team fully understand our business model, vision, strategies and financials. Their work with dozens of other non-profits enables them to provide great perspective to leadership and our board on trends in the non-profit world. As experts on non-profit accounting, Stacey/Evergreen know the intricacies and hidden problems of non-profit regulations and keep us from making mistakes. Stacey-Oscar-Evergreen are super responsive--always within 24 hours and usually within 1-2 hours. In 16 years as a non-profit CEO, I have worked with dozens of companies providing all sorts of services. Stacey Bergman and the Evergreen Alliance team are unsurpassed in the quality, responsiveness, and effectiveness of their work.

In 2021, I was behind two years of my personal and business tax returns, and I felt desperate for…read moresomeone to help me get back on track. So I took to Yelp to try to find someone to help me. That's where I found Levon, the best person that's ever come from a Yelp search. I had messaged a few tax accountants on Yelp. Levon was the first person to call me. He had a plan already figured out along w/ a timeline and quote to get everything done. I told him he was the first person I had heard from and that I needed some time to get more information. He was very polite and respected my choice for another opinion. Ultimately, after talking w/ a couple other ppl, I knew Levon was the right person to go with. Upon getting to know me as his client, I shared w/ him that along w/ getting caught up on my tax filings, one giant goal of mine would be to purchase a home in the next couple years. Levon assured me that when the time came, he would help make that happen. Levon is a man of plan and attack. I couldn't believe that something that felt so impossible and overwhelming to me for such a long time, Levon accomplished so swiftly. He helped get me caught up on the two years of tax returns as he promised. Then, in 2022, Levon set up my business as an LLC and made that transition painless and smooth. In 2023, I told Levon I felt ready to buy a house, and he worked directly w/ my lender to make sure all the necessary tax documents were prepared and ready for the lender to help w/ the loan approval. In October 2023, I reached my goal in becoming a home-owner. I am truly grateful to have found Levon as my tax accountant. He has gone above and beyond in the years that I have worked w/ him to make sure that anything I need help w/ is taken care of. Levon is patient and kind and compassionate. You can tell he loves what he does and he cares about his clients. He is one of the best ppl I have ever had the pleasure of doing business w/, and I feel so assured and secure for the future knowing that Levon is there for me as my tax accountant. He is stuck w/ me as his client for as long as I have to file my taxes! Thank you so much for everything you have done for me, Levon. I cannot speak highly enough of you!

Every single one of my clients I have referred to Cruncher Accounting have been extremely happy…read morewith their service and knowledge. I hear nothing but amazing praise for this firm and it makes me beyond confident to keep referring them to my clients as well as my family and friends! Thank you Levon and the entire team for being the best in the business