made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

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

Exceptional Accounting Services and Outstanding Team…read more I have been working with Boca Raton Accounting for several years, managing tax filings and financial matters for more than fifteen companies. Throughout this time, their professionalism, attention to detail, and responsiveness have consistently exceeded expectations. Michelle and Leann have been exceptional to work with -- highly knowledgeable, organized, and always proactive in providing clear guidance and timely support. Their commitment to accuracy and client satisfaction makes complex accounting processes remarkably smooth and efficient. I highly recommend Boca Raton Accounting to any business owner or individual seeking a reliable, experienced, and truly client-focused accounting firm. Selim A.

I have been working with Boca Raton Accounting for several years now and could not ask for a better…read moreteam. They understand the ins and outs of a professional services business and always take the time to explain things clearly. Their consistency, accuracy, and responsiveness make a real difference. It feels like having an internal finance team that actually cares about your success. Highly recommend.

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.

Perfecto Capital has been a first-class connection for my clients and I when looking for funding on…read moreinvestment opportunities. I can not thank the Perfecto Team enough for their hard work on every file we've closed together. They are punctual, extremely efficient, and will do everything in their power to make sure everyone walks away happy. One thing about Perfecto Capital that you absolutely will not get with any other lender, they provide top tier customer service, treating each client as a teammate, and strive in continuing long lasting relationships. Lukas is extremely knowledgeable, reliable, and trustworthy. These guys will get the job done in a smooth and timely manner. Looking forward to closing out many more deals together!

So I was put in contact with Perfecto Capital on closing day of my investment home purchase after…read morethe worst experience with my previous Hard Money Lender. We got the closing extended to an additional 5 Days which is what Lukas needed to fund this home. With the help of Mayra and Alex on the team we were able to make it happen in the time frame stated! Mind you my previous lender was already a week past closing day. It was literally night and day from my previous experience. Also their online platform is thorough with checklist and a place to easily submit all the documents they needed from my end. The communication with Mayra and Alex's behalf was PHENOMENAL! Now were starting the rehab draw part and I couldn't be happier with how everything went. If you want a Lender that is more of your partner and transparent, look no further than Perfecto! Looking forward to a long and prosperous partnership

I am a current customer and filled out a form online to ask for an in person meeting at the local…read morebranch. A representative called me and wanted to know what I wanted. I said I was interested in what other services they might have as well as a walk-through for the procedure to transfer my account if I became disabled. I have a brain tumor so this could be a possibility. I finally asked if this phone call was my "meeting". He basically told me since I have less than a million invested with them they weren't interested in talking to me in person. When he realized I had other investments they might snag he got a little more interested. Is it too much to ask to spare an existing customer 30 minutes? I wish it wasn't such a hassle to close my account and go somewhere else. I can certainly see why their reviews are so bad.

i find Schuab to be the most friendly and helpful, besides being efficient in managing my IRA…read moreaccount, of all the investment firms I have used before (4) of them. Always speak to a real person and they are are always helpfull and polite. Uniquely qualified personnel, always helpful and extremely polite. Perla Z

For a group that toots its own horn loudly about how much money they can make you, they sure don't…read moreseem to eager to pay their own bills. In fact, they appear quite misleading. Don't agree to do any kind of work for them unless you have a written agreement. They tried to duck out of paying a lousy $500 by calling it an exercise rather than 4 hours of someone's time that was occupied by their "exercise."

From the owner: Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of…read moreinvestment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. We assist with the following: Active Management Downside Capture Global Growth Strategy High Active Share Focus Growth Fund Global Equity Fund Global Growth Large Cap Growth Mutual Fund UCITS Offshore Fund Concentrated Growth Manager Large Cap Growth

I haven't had any personal investments with Merrill Lynch in over three decades, but since I have a…read morelot of business associations with people who do, I often end up conducting or becoming involved in business dealings with them. This particular office, like all offices of Merrill Lynch is pretty much top of league having an upper class financial/banker like décor and atmosphere about it. The people who work here are all perfectly mannered and just about as polite and friendly as anyone could ever be and all professionals at what they do. There are two things about dealing with Merrill Lynch that I particularly like. The first is that as an investment house associated with one of the world's largest banks, Bank of America, they have a depth of resources and available expertise to tap into. So, when things get a little out of the usual like requiring some knowledge of IC-Disc partnerships in order to gain foreign sales preferences, matters of depletion allowances as opposed to run of the mill depreciations, non-participatory royalty as opposed to participatory working interests and such, they usually have someone somewhere available within their organization who does have an expertise in those areas. The second is that every time I've ever read any of their proposals or recommendations, they've generally been tailor made, not just a one size fits all, for the situation of the individual investor or individual investor needs. Also, I've found them to be well written, well thought out, and done in what are rather admirable forms of presentation.

I use David Diaz at this Merrill Lynch location for financial investing. He listens to my needs,…read moregoals, and risk tolerance and helps me create a portfolio to match those needs.

Jerry from Insource Funding saved me $29,000 and scored me a schedule-to deal! He went above and…read morebeyond to help me and share his knowledge. I will be forever grateful and I hope to work with him again. -Amy W.

From the owner: Insource Funding provides same day approvals and closings within 10 days for most real estate…read moreinvestments.