I have been with ROI for many years. They have been wonderful to work with. Always keeping me…read moreupdated on all my finances, meeting with me personally or by phone answering questions and helping me make the most of my financial portfolio. Their newsletters are informative not only on my personal finances but also on how to prepare myself for the future. I fill confident in there advice and dealings with my money because they are very honest and genuine. I would recommend them to anyone looking for someone to help them with their finances.

From the owner: R.O.I. Wealth Management based in Lehi, Utah is a fee-only wealth management and financial planning…read morefirm that helps client effectively and efficiently meet their financial goals. Out financial advisors are certified financial planner recipients. R.O.I. Has been in business since 1992.

The 2 brothers are scammers. They take advantage of elderly people by giving them false and…read moremisleading information.

Contacted B.O.S.S. after hearing advertisements. Learned some valuable information. Looked into…read morepossibly changing my life insurance to them, but made it very clear NOT to change it without my approval. Last week I received a letter from my life insurance company wanting to know why I changed and wanting me to change back. WHAT? I did NOT change. I have contacted the insurance commission in Utah and plan to file a formal complaint.

Update 4/25/2014: Jen Pierce got on it and the escrow company apologized and sent me a check for…read morethe amount of the overage. Update 4/24/2014: I just found out that Flagship sent a payoff amount that was not enough to cover the payoff, resulting in depletion of the escrow account I was expecting to get refunded to me. Totally Unsat. Original review: I'm a veteran, did a streamline refi to a VA ARM through flagship. Everything went smoothly and they were very professional. The numbers worked out exactly how they projected. Their closing agent/notary was very accomodating and got it done fast. After the loan closed, Loan Assistant Jen Pierce was especially helpful assisting me with an issue that wasn't even Flagship's fault (both my old escrow company and the new company paid my property taxes) She went above and beyond the call of duty helping me make sure the old escrow company got their funds back so they would go to me. (versus against the principal of the loan had it been returned to Flagship as the lender's rules dictate) I'm not sure why the guy with the bad review is so bent out of shape about the escrow numbers being off. escrow numbers are only as good as the information you give them, and the tax and insurance numbers can change over time. The mortgage company just takes what the customer or the insurance people or the county assessor tell them and uses it. It's always an estimate until you're into the mortgage and real numbers happen. I've had my escrows reduced at one point because the taxes went down a bit. Would he give a 9 star review if that happened? Hardly reason for a bad review in my opinion.

I'll give an update since writing this review the daily calls from Flagship Financial have stopped…read more The owner attempted to contact me as well. I gave an additional star for this. It still is not right that I have phone records of daily calls, sometimes multiple a day from this organization. Especially when I'm a former customer and would have possibly been a return customer had they not started this predatory lending behavior, and lack of respect when asked to be removed from the call list by two sales agents who continued to call. The other organizations I've refinanced with respect their customers and only send me a greeting card on a holiday or such. Not a single sales call.

Changing from a 5 star to a 1 star! I originally wrote a very positive review about Mike Stevens…read moreand Capital Wealth Advisors when we first met and signed up with them. Close to the end of year one my husband and I transferred some money from an IRA to a new Roth IRA. The amounts transferred were the same for both me and my husbands so it was easy to keep track of In December we found that for my new Roth IRA account the initial amount had not been invested. My husbands new Roth IRA was growing and my new Roth IRA seemed to be dormant. We brought this to Mike's team at Capital Wealth Advisors they said it hadn't been invested and would let Mike know. In February of the next year it was still dormant and not invested. Talked with the new president that Mike had put in place and was told they would fix the issue as it was their fault. In talking with Mike a few weeks later he told us that he had a conversation with his team and that they could NOT do anything about it. In April it still had not be allocated/invested. On August 1st on a zoom call Mike apologized to us, as he was confused as to what had happened and stated that it indeed was their fault and they "would make it right" as of that moment. He said my Roth IRA would then match my husbands Roth IRA. On August 13th my husband wrote Mike an email asking why it had still not been taking care of as promised. Mike wrote back saying that he had been out of town and was still "working" on it and that aslo maybe we should part ways and he would then turn our account into a "retail trade account". They finally could only mail me a check for the amount I would have gained on the account had they invested it. Problem with that is, I am not really made whole as promised because I am going to have to pay taxes again on that money and could not simply reinvest it because I am retired. We stated that to Mike and all he could say is "check with your tax advisor". So it was not made right nor whole.

Mike is total jerk to deal with. He will be super nice to get your business then flip a switch…read more My advice is to go somewhere else. Never saw anything in 5 years with my investment.

Have worked with Devin and crew several years now. Attentive, listens to my thoughts and concerns…read more Has many great ideas on tax topics as well. Also has tax service under their umbrella, which makes tax time a breeze.

Amazing investment advisor! Very professional and knowledgeable. Devin and his team walked us…read morethrough several options and helped us decide on a plan that worked for us! Highly recommend Brighter!

We meet at least annually with Arrin Wray of Decker Retirement. He is a true professional and knows…read morehis stuff. That is obviously what you need first and foremost in a financial investment guy. We also particularly appreciate his patience with us and his thoroughness in answering our questions and ensuring that we understand the strategies that are being employed in our behalf. This works well for us because my wife and I understand the financial world differently. He always makes sure that we are informed regarding new Decker investment offerings and how they might potentially benefit us without employing any pressure. All that said, as a bonus, he is a class act and a gentleman.

From the owner: Our mission is to objectively and mathematically show each person that walks through our doors how…read morethey can enjoy the retirement they have been wanting for their entire life. We work with individuals who are retired or retiring in the next 5-10 years, have a nest egg of at least 350K, and typically deal with at least 1 of these 3 issues: They are either scared to death about running out of money or knowing when they can retire. They are sick and tired of losing money they spent their whole career saving, and it's being taken because of stock market volatility. Or, they are worried about increasing taxes. If you fit 1 or more of these issues, we can help. Reach out and one of our assistants will respond and provide additional information to see how we can be of service to you.

My Wife paid a delinquent overdraft before it was 30 days overdue, the woman she spoke to said the…read morepayment would process in time without affecting her credit. The UCCU employee talked my wife out of using a card for an $8 fee. She was wrong, my Wife has communicated with UCCU and they admitted that the employee was incorrect but they refuse to retract their report to the credit agencies.

From the owner: Utah Community Credit Union has partnered with some of the most trusted companies to assist you…read morewith your family's financial planning.

I was able to get approved for a better life insurance policy faster and easier than I ever thought…read morepossible. Wes was incredible to work with--professional, knowledgeable, and genuinely focused on what was best for me and my family. He made the entire process smooth and stress-free, and I now feel confident knowing my family's future is secure. Highly recommend Praxis Insurance Partners for any insurance needs. Absolutely top-tier service!

From the owner: Praxis Insurance Partners specializes in tailored insurance solutions that give you peace of mind…read more Our clients love our fast, personalized approach and our knack for saving them money with competitive rates. Our creative solutions, like using annuities or whole life insurance for business succession or estate planning, ensure your financial dreams are secure. With hands-on support, clear guidance, and a passion for empowering Utahns, we’re your trusted partner for financial peace of mind. Connect with us today!

Samuel Brian Wilkinson, trusted financial advisor; no more. No longer registered as a financial…read moreadvisor as of 2021 and involved this elderly widow in his own projects, where he has financial stakes, which were not disclosed. No financial statements for over over two years. He and his associate, Jennifer Rasmussen, placed my limited resources into questionable ventures which include TriVivia Medical in Lehi, Utah of which both parties are operating officers.