David was professional and accommodating. We were in a rush due to unforeseen circumstances and…read moreDavid took care of our living trust quickly and came to us to complete our docs. Truly a nice guy that enjoys helping people. His pricing was fair.

I was really happy with the knowledge, personal attention, and the level of service that I got when…read moreI contacted 360 Net Worth and worked with David. I am a member a small Firefighters Association and needed somebody who could take time to help with our unique financial situation. David was passionate about helping first responders and willing to invest the time needed for the job. He got back to us quickly with easy to understand results that we could move forward with.

I've been working with Tuyyo Planning Group LLC for 3 years, and I couldn't be happier with the…read moreguidance and expertise Luis and Brendan have provided. From the very beginning, they took the time to understand my financial goals, concerns, and long-term aspirations. Their personalized approach, deep knowledge, and strategic advice have truly made a difference in my financial confidence. Whether it's retirement planning, investments, or budgeting, Tuyyo explains everything in a clear and easy-to-understand way, making complex financial topics feel manageable. They are always responsive, professional, and genuinely invested in my success. Thanks to their advice, I feel more in control of my finances and optimistic about my future. If you're looking for a trustworthy, knowledgeable, and dedicated financial planner, I highly recommend Tuyyo Planning Group. Blane

I am so lucky that I found Luis. I was a mess after my mom passed away and then moving to another…read morestate right after. Dealing with her retirement accounts was causing me stress, but so as soon as my husband and I met with Luis, I felt a weight lifted. He has everything organized and easy to understand. He is easily available for questions and I trust that my money is soundly invested. Thank you Luis at Tuyyo Planning.

We have been using Jim for a couple of years now. Our portfolio looks good and I know he is on top…read moreof it because I will get calls from him letting me know he is making an improvement due to something he is sees or hears about the market. We do a meeting about every 6 months to make sure we are on track for retirement goals. He is very experienced and been doing this for years. Thank you, Jim!

Move your money and let Jim help you! We have been with Jim for many years now and he has done a…read morewonderful job with our money, he has helped us grow our nest egg to an amount that we can look towards a comfortable retirement when the time comes. He also helped get our kids college funds to a respectable amount after our last advisor had let them set idle. Don't hire a young inexperienced advisor who has no money of his own and cannot show you a track record of successful investments. Financial advisors are at every corner even in small towns , but they are not all created equal. JIM has the back ground and experience to back up his opinions on where to invest, keep you money safe and grow your investments. I will never deal with anyone else !

I couldn't be happier with Mitch Rentschler's services at Edward Jones. Mitch takes pride in what…read morehe does and is a great teacher as well. If I don't understand an investment he doesn't mind breaking it down for me to understand. That's exactly what I want in a Financial Advisor. Mitch follows up with me regularly and always takes my calls. I'm very much looking forward to the future financially that Mitch has created for my family. Thank you Mitch!

What stands out most about Simonet Financial is their dedication to their clients as individuals…read more When you meet Bill the first thing you will learn is that he works entirely for the benefit of you. His knowledge in finance and his ability to teach that to his customers is truly remarkable. I have never met such an attentive individual in his profession. Something I struggle with is determining how much risk I need to take within my investments. Bill looks at my entire financial and family situation and guides me through those tough questions. He has reasonable fees and sound judgement. I highly recommend you give him a call!

Bill Simonet skips out on paying vendors who perform services he contracted them to do. Bill hired…read moremy company and signed a services agreement in August 2023. The services were performed/provided to Simonet for nearly 6 months and in accordance with the contract. It is now 2026 and Bill has failed to keep his word or deliver on his promises of payment. He currently still owes $15,000+ and has stopped responding/communicating.

Quality was amazing! Seen results within 30 days. Highly recommend! The advisor Denise was…read morefantastic and educated me on things i was not aware of.

From the owner: Financial- Business Consulting Clients only. We don't specialize in Trust or Wills . Credit…read moreConsulting: Building a Strong Financial Future At New Wave Resolutions, we specialize in credit consulting to empower you with the tools, knowledge, and strategies for removing inaccurate items like late payments, repossessions, charge-offs, evictions, hard inquiries, foreclosures, student loans, and improving credit scores, preparing for loans, needed to achieve financial success. We don’t just address credit issues, we guide you on building and maintaining a healthy credit profile to unlock new opportunities. Our services begin with a comprehensive credit analysis, identifying inaccuracies, errors, and areas for improvement. We create tailored strategies to address your unique financial goals, ensuring your credit reflects your progress. With an education-first approach, we teach you how credit works, so you can make informed decisions that benefit your financial future. For entrepreneurs, we provide information on securing business funding that’s not tied to your personal credit, helping you grow your business while protecting your financial stability. With ongoing support, updates, and personalized guidance, New Wave Resolutions is committed to helping you navigate today’s challenges and prepare for long-term success. Take the first step toward financial empowerment today!

My son held his trust at this place. The customer service was very poor because of #secreting…read more#witholding #runninguptheclock #notupfront. They were not kind to my veteran son. They messed up his money so very badly!! Do not put your money in this place! Not kind to my Vet!! Horrible place!!

My parent's estate's ended up here because Wells Fargo bought out Wachovia…read more Don't dare put your Money, Investments, Trusts or personal trust with this bank. INCOMPETENCY is all I can see. Nothing but lip service and a snail's pace outcome. Courtney Hall is leading the pack on our particular trust and she has NOT been helpful at all. DON'T TRUST THEM WITH YOUR MONEY!!!

Love Chris Hernandez and the team at Strategic Capital! They have been a big part of our financial…read moreplanning for years. They work hard to ensure we are prepared for our future goals, and designed a plan to meet our needs. Chris is available to meet with us regularly, and I love the documentation he provides for us to see how our wealth has grown over time. Don't hesitate to reach out to them!

Very poor banking. Take your money elsewhere. They do not stand behind you in fraud. They do not…read moretry to recover your money. DO NOT USE THIS BANK NO MATTER THE LOCATION.

After the combined failures of attempting to open an account and apply for an auto loan I didn't…read morethink dealing with this place could be any worse. I mean, I wasn't going to bank with them or do any business with them so how could it get worse, right? Wrong! I told them to delete anything resembling an application and to make no future contact with me. So naturally I should have expected to receive texts and emails on a daily basis. I blocked emails, but kept receiving emails. I texted STOP, but texts don't stop. To me the appeal of a credit union is that you avoid the impersonal touch of big national banks. RBFCU not only has the long hold times of a big bank, they also have tons of clueless call center people who will make you feel even more frustrated based on their inability to help. And now, I'm getting texts at midnight telling me to finish my membership application. AT MIDNIGHT! Let me translate this for the one RBFCU employee that's tasked with pasting in a generic response about how much you care. That midnight text to me says, "Hey, are you sleeping? You might be since you have to be at work at 6:00 AM, but hey, finish this application RIGHT NOW for a bank that is currently closed." See the irony or the sheer stupidity in this tactic? I know, I know, you hired some marketing company, somewhere that you don't control and they just press "send". So let's make this real clear, the next time I have to ask you to LEAVE ME ALONE will be in person and I assure you that exchange will be one you wished you didn't have. So contact me again and see what happens.