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    Schramm Capital

    5.0 (3 reviews)
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    Investment management

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    11 months ago

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    9 years ago

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    Charles H Curtin Wealth Management

    Charles H Curtin Wealth Management

    (1 review)

    My husband and I engaged Curtin's services for over 7 years. During that time we purchased 6…read moreannuities from him. He did not properly deliver any of them (i.e:. 1) hand us the policies (except in one case), 2) explain the policies and fees, 3) inform us of a free look as required in California. The first 4 policies were supposedly sent to us by the insurance company via UPS but were never received and we thought we were purchasing mutual funds so did not even realize we were supposed to receive physical policies. Without telling us, he included "living benefits" which we never asked for. So without knowing our rights to reject the policies, we were stuck with thousands of dollars of fees coming out of the policies for "benefits" we never wanted. We found out years later that he could have stopped the fees when the policies matured (and I asked him for years to do so). It wasn't until 2016 that I learned about "free looks." He also put the rest of my retirement money into an unsuitable investment that lost nearly 10% in less than 6 months. Several other of his clients also lost money in the same investment. At that point I told him to get my money out and he told me to wait another 4 months. When he did start the process of moving the money out, he failed to get the required medallion stamp which delayed the process by 2 months during which I experienced nearly another 10% in losses as the market continued to drop. The 4 policies referred to above and the investment are the subject of a FINRA disclosure (a regulatory authority). His statement in FINRA does not bother to mention the large losses that I experienced in the investment and he makes it sound like no money was lost with the annuities when thousands were taken out of our accounts in fees. Google broker check FINRA He also charged me a management fee for having my money sitting in cash in an advisory fund before investing it. He pretended to be our friend but took advantage of our ignorance and stupidity. Instead of fully disclosing information we needed during our meetings where he was supposed to review our investments and address concerns I continued to bring up about excessive fees, he burned up our time with idle chit chat about his family and other trivia. When I started confronting and questioning him as I realized what he had done to us, he resigned. Avoid this man. He did not look out for my best interests and it cost me dearly. And he is unapologetic about it as you can see in his FINRA disclosure.

    Augusta Financial - Oktoberfest 2024 was an incredible time with the team! We enjoyed spending time with colleagues, business partners, and the community.

    Augusta Financial

    (180 reviews)

    This place is horrible ms.gross was so unprofesional after so many back and forths and empty…read morepromises we finally came to no agreement cause she changed everything she said so me and my family went somewere else.dont trust this place they are very shifty especially Ms.Gross.

    Same review I posted to Google!…read more My husband and I got our first ever home loan through Augusta Financial. At the same time, a friend of ours was buying a home and after we "secured" our rate with Dwayne, we found out that there were LOWER rates which could have saved us THOUSANDS because our friends got a significantly lower rate at almost the same time (within a week). Augusta Financial clearly did not have our best interests at heart. They came recommend by the real estate agent of my husband's family and we trusted him, so lesson learned to not trust the family realtor and do our own research. My husband did not want to start the process over elsewhere with the amount of time we had already spent and as we had found a home we wanted to purchase at a more or less affordable price. Also, they did not tell us our loan would be IMMEDIATELY sold to another company. We already had set up automatic payments and got notification in the mail 2 weeks after we moved into our new home that the loan was sold. Dwayne also could not spell in almost any email we received from him, which personally irritated me. Grammarly is free. Attention to detail was not strong and everything he required was always urgent, but when we needed an answer to something he was nowhere to be found until it was convent for him. I also had to explain things several times to several different people at Augusta Financial like they do not communicate with one another there... Overall, I would say we had a rough first mortgage loan experience and do not recommend Augusta Financial. Take your chances with them as they do not look for the best rate for you, and they do not give you all the information upfront unless you know what to ask for; as first time home buyers, we did not know what to ask and there is A LOT of information out there and so much to understand that it can be very overwhelming for first time homebuyers.

    Dan Felico - SelectPlus Lending - Photo taken on our Closing day with Dan Felico

    Dan Felico - SelectPlus Lending

    (61 reviews)

    My parents and I are first time home buyers and we couldn't have done it without Dan Felico's help…read moreand expertise. We closed escrow in a month and got the keys on December 7, 2022. From the beginning, Dan was absolutely stellar. He was thorough in his explanation of each aspect of the approval process and brought such a welcoming vibe each time we interacted. Dan is very professional, courteous, patient, and he always kept us in the loop. Dan GENUINELY wanted to help us. He always answered his phone, texts, emails at all times and remained in constant communication throughout the whole process. Trust me, he responded quickly via email or text and was definitely a pleasure to work with. He even showed up to our closing which was completely unnecessary but went a long way in knowing he was with us from the start to the finish! Thank you so much Dan. We are very grateful for all the work that you have done for us. You made it possible for us to get our dream home. I highly recommend Dan Felico. I'll definitely do more business in the future with Dan and SelectPlus Lending. More power to you and your team! Best Regards, Villacastin Family

    Knowledgeable, Reliable and Great service!…read more My partner and I are first time home buyers, and we definitely could not have done it without Dan! We were introduced to him by our realtor who has been working with him for years. We were very nervous and went in blind unsure if we were ready to purchase a home, but he was able to guide us through the entire process and answered any and all questions we had. So glad we were able to work with him. Looking forward to working again with him in the future and will make sure to refer our friends and family to him. Thank you again Dan!

    Prosperitas Financial

    Prosperitas Financial

    (9 reviews)

    My family and I have been working with Robert Clark at Prosperitas Financial for close to a year,…read moreand we have been extremely pleased. He really took the time to get to know us and find out what is important to us; our values, and goals, so that he could cater our portfolio to our actual priorities and plans. Robert explains complex concepts in a way that makes them easy to understand, and he always presents options that are tailored specifically to your needs. He really listened and was able to build a comprehensive plan that is tailored to our family and lifestyle. He has gone above and beyond in providing advice and research for various scenarios that we may face now or in the future. We have found Robert and his team to be relatable, knowledgeable HONEST, and extremely helpful. Robert provides clear guidance and peace of mind. He truly cares about his clients. Robert's expertise, integrity, and personalized approach made all the difference in our financial planning journey. I always feel confident in his advice, knowing he has our best interests at heart. Thanks to Robert's guidance, we have experienced tremendous financial growth and peace of mind. Robert and his team exceeded our expectations and opened up several opportunities to maximize our potential. He made the process simple and as easy as possible. I highly recommend Robert Clark and Prosperitas Financial to anyone looking for trusted financial advice.

    Prosperitas Financial takes a different approach to the way they handle wealth management. I met…read morewith Chris Ingram years ago to discuss my financial future. Chris was so patient with me and he explained things in a way that I could understand. He didn't care that I had so little to work with at the time. I feel like I left his office with a solid plan and an understanding of how things work. Through the years as the business has grown, I still see the same level of customer service and personal touch. The entire staff at Prosperitas is focused on the client. I highly recommend Chris and his team to all my clients and friends.

    Schramm Capital - financialadvising - Updated May 2026

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