To: Joel Rothman, CEO & Partner UPRS Group, LLC Re:…read moreRecommendation for Joel and UPRS From: bSmorrison, Ph.D. Date: September 9, 2024 2023 was the year that Joel and his group - UPRS Group LLC contacted my sister about unclaimed assets that were due to me on the demise of my husband who had died seven years previously. Joel and I have been in steady contact for the last year and this past week the monies (a substantial amount) were deposited into my account minus a well-deserved fee for his services. Joel is a modern day Robin Hood. I have been a teacher for most of my life and business (working with money) is not my fort. This is where Joel came in. My husband died amidst a tragic set of circumstances while I was living and working outside the US and I was left in the dark about the circumstances of his demise. When he died a part of me died and I decided to let that part of my heart die as well. In comes Joel. And I actually have the sense that my husband was behind Joel - working to get me this money that both he and I had earned through our careers as teachers in higher education. Because this was an insurance claim, I am quite sure the bureaucracy was intense. Joel and his team never gave up. Joel always answered my emails within 24 hours. He never let me down. I cannot say enough about this man. You can trust him.

Biggest mahalo to Martin for helping me and my family and making this process easy. I wouldn't have…read morebeen able to do this on my own.

*** Investor Beware*** I had TJT manage a significant portion of my retirement account for about…read moretwo years. They were happy to take my money in terms of fees but did not place any trades in my account in the two-year engagement that I had with them, missing several opportunities to grow. A real shame because I had placed all my trust in them as my financial advisors, and they severely disappointed me. There were so many opportunities to invest, and for all their so-called wisdom, it doesn't benefit their client a single bit. You are better off managing your own money yourself rather than trusting these "false" experts.

I've worked with TJT Capital for over 20 years. Jim Cook & the team have always provided…read moreprofessional, honest & well thought out advise during many type of market conditions. They focus on the fundamentals, avoid typical media hype & have been very helpful in managing my IRA during my accumulation of assets & during distribution of RMDs. I would strongly recommend talking with them if you're looking for a good team to help you manage your assets / IRA / etc. Ernie Kulik

My aunt passed away and I was named the administrator of her will. I didn't know the first thing…read moreabout the probate process, paying bills, filling taxes or collecting assets. I have never dealt with anything that took up so much time and work. New Jersey Executor and Probate Resource Center was able to help me with everything and made sure everything was done correctly. They had every service that I needed and were less expensive than the other attorney's and CPA's that gave me a quote.

I highly recommend Cd.Lofs!!! It's a personalized and achievable approach to success in personal…read morefinance. I stumbled upon Cd.Lofs while on a travel assignment in NYC. I had a well paying job but I was still racking up the debt monthly. I called Trice and signed up for the "Millionaire Bootcamp". I have since gotten out of debt and now actively watching my wealth grow. I live all around the county and have monthly appointments via Sykpe. It is by far one of the smartest decisions I have made in my "adult" life!

I highly recommend this firm for your retirement planning services! They're very professional and…read morestrategic in helping you navigate retirement.

OMG this place is horrible. I dealt with Miguel Gonzalez. He will try to sell you on anything, then…read moredisappear while your money vanishes. He promises calls and never keeps them, messes up on setting up accounts, and worst of all, he will take your money. Gotta take my money out of here.

I received a number of emails from Transamerica about retirement plans. I never really read them…read moreuntil last week. Wowza! I have $$$ funds in a 401(k) here! Most transactions are done online, but I never registered a user account. After trying multiple times, I was unsuccessful. Tried the website support and waited on the phone for 20 minutes and never got assistance. Finally called the sales toll free line. Of course, it was answered right away. Kaitlyn helped me get my user account online. Of course, I was using the wrong company portal. She stayed on the line with me every step of the way. Service was so great, I might roll over to their IRA.

Horrible shady company, requested a withdrawal from my 401k, and they keep telling me the check is…read morein the mail, its been over a week, and nothing. All lies they just don't want the money to leave their company so they can continue to earn interest on our money!! This has happened to other co-workers I know, so its normal practice for them to hold on to the checks for a while before mailing them out. So glad soon I will never have to deal with them again!

Justin was great from start to finish. He said it would take 4 - 6 wreks and it took 5. After the…read moreexperience we had with a previous lender, this was fast, smooth and easy. I would recommend them if you need a home loan or re-fi. Thank you Justin!

Just closed with E mortgage Management, Risa and her team were very easy to do business with. The…read moreprocess was long but went well. I would recommend this company to others. Sandra Farrell

Ed was experienced, efficient and timely on processing a reverse mortgage application for my…read moremother. He was available throughout the process for calls, emails and even a home visit. He knew how to explain in an understandable and kind way to my mother how the process worked, which greatly alleviated my mother's anxiety on getting a reverse mortgage. An unexpected snafu occurred after a home appraisal and Ed and his assistant, Dawn, handled it expediently and successfully, which was such a relief. I would have no hesitation in referring anyone to this company. Top notch all the way. Karen Brown

I need a quick close on my home purchase,as the sellers demanded it as a condition. They also asked…read morethat I work with a certain bank that they had a relationship with. That bank told me that they needed 90 days to close. My realtor suggested her company's mortgage broker and they told me 45 days minimum. I contacted Family Home Funding and mentioned my expected closing date. When other lenders said "impossible", Family Home Funding said "no problem". I was able to close on time thanks to their efforts. For full disclosure, I know the owner of Family Home Funding well enough to know he would have told me it was impossible, if it was. He put Dawn in charge and she found a lender who made my new home possible.