Phil and I did a 1-hour consult, and it was so informative. He really took his time to answer all…read moremy questions and explain the things I didn't understand. His knowledge in this industry is so valuable. The most incredible thing to me was the follow-up email he sent of resources for my next steps and a recap of my personal priorities he and I mapped out on the call.

They say that 43% of first time marriages end in divorce and 38% of those marriages end because of…read moremoney problems. My husband and I got married two years ago and were on the same page for just about everything EXCEPT money. While we had good spending/saving habits (no debt, lived on less than we made). However, things like tracking the budget and deciding what money items were important to our household.... were a mess. I found Julia and Art of Finance from their PBS web series on YouTube, Two Cents and was thrilled to see her vivacious personality and willingness to cut through the BS wasn't just an act for the camera. My husband and I made the financial commitment to sign up for Cash Flow Coaching with Julia and Kara, and while the initial stick price left me questioning, I can say it's the best money we've spent since being married. Art of Finance gave my husband and I a shared language and sense of ownership over our budget and money. They helped to prompt questions and discussions on what we wanted OUR lifestyle and money goals to be as a newly married couple. Because of cashflow coaching, my husband (the nerdy spreadsheets guy) learned to let go of full control of our finances and we were able to work together as a better as a result. And me (the fun person who hates spreadsheets) has learned to take an ownership piece in our finances and use a budgeting software that makes us both feel informed on our money decisions. Regardless of if you're single, newly married, or have been married for years, I would HIGHLY recommend joining up with Art of Finance and making the commitment to get your budget right and stop stressing about your money. P.S. Shout out to Kara who's a tech wiz and fixed all my budget software problems. Even if we hadn't gotten any coaching, she would have been worth the cost of the course herself.

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.

Do not trust. Completely unprofessional and failed to deliver what was paid for…read more I hired David Disraeli (360 NetWorth) for estate planning and asset protection, paying a $2,200 fee. He boasts a "Satisfaction Guaranteed" policy on his BBB page, but his actual business practices are completely deceptive. After taking my money, he admitted in writing that he skipped critical phases of my estate plan--failing to review the documents with me, provide instruction, or offer the advice I paid for. Instead of finishing the contracted work, he spent our meetings aggressively trying to upsell me on unauthorized legal services for an eviction issue, demanding an additional $1,000 to file court documents despite admitting he is not an attorney. Furthermore, he engaged in highly concerning privacy practices by secretly adding a secondary account to my private Dropbox folders and taking ownership of my files without permission. When I expressed dissatisfaction and requested a partial refund for the uncompleted work, he immediately blocked my phone number and terminated our engagement. He does not honor his guarantees and abandons his clients the moment he is questioned. Avoid at all costs. edit: text and emails prove that the answer below is incorrect. your text shows that the thousand dollars was to draft the help with the eviction even though you're not even a lawyer! Why don't you look up unlicensed practice of law? In addition- you offered to finish the job was after telling me twice you blocked me! The text that were after that were inappropriate were all yours, sir.

I started a Roth IRA here and unfortunately was not pleased with the follow up counseling. I never…read moregot a call back after putting my money into the company and we had spoken about other investments to begin in the future. The agent I used was informative and very nice but I must have fallen through the cracks. After doing more research I decided to go with Vanguard to avoid fees. Just my 2cents...

I have now had an account with Edward Jones for 8 plus years. I was working with a different…read moreadvisor with Edward Jones and I was losing money. I never received any communication and I felt unimportant. I looked up Jeff and went in for a meet and greet with my husband. He had flexible office hours which worked well with our busy schedules. I have never felt more comfortable sitting in an office talking about money and my future. I explained what I wanted, he listened and has succeeded in helping me plan for future retirement. His knowledge and ability to interpret my needs/wants were amazing. My investments are growing and I don't have any anxiety of whether or not my best interests are being taken care of. If you are looking for a Financial Advisor, I highly recommend Jeff.

I am impressed with the service offered by Steve Decovic at Silver Key Benefits. Steve was…read morerecommended by supervisor as I am planning to retire. I was acquainted with some Medicare benefits but a little unsure, Steve was very proficient in discussing the pros and cons of the available options and helped to make the decision. Steve also talked to my financial advisor to make sure I did not go over the next higher range cost for Medicare. I would recommend Steve at Silver Key Benefits as help to anyone needing advice for Medicare enrolment.

Caller ID Steve Decovic Cold calling sales have no idea WHO…read morehe is and they Sail through caller blocker software. When messaged not to call back, fire back many calls again overriding blockers and even redialing when hung up on, in order to resume use of your own paid phone line IRRITATING beyond any other telemarketeer

Great experience with great people! Highly recommend! You will be satisfied! Very knowledgable.read more

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

When I needed help and turned to Sam and his staff, I was overwhelmed by the professionalism and…read morecourtesy that I was shown. When it's time to buy a home, I will be back here for a quick overhaul and credit boost.

If it can be fixed, Sam and team can fix it. You have to be proactive, and get them the documents,…read moretake your credit coaching calls, answer your messages on the website. Do your part and they will do theirs. The owner Sam Naquin REALLY cares about customer service. I had a (minor) issue and he called me himself to get to the bottom of it, which we did. Watch the videos, learn from the website, and then partner with them to clean up your credit. You can trust this company.

This credit union is not at all willing to work with Senior citizen…read more S and their estate planning needs. That really is so bad. I am now shopping for a new location to do my banking business.

I came to the bank for the first time today. I opened some bank accounts with the help of…read moreStephanie. She was so very informative and helpful. This bank is very clean and organized. All of the employees were very kind. They're banking. Options are fabulous. Everything earns interest and there are no account fees unless someone goes overdrawn. I highly recommend this credit union.

I've been a client of Lucien, Stirling & Gray for more than a year now, and it's been FANTASTIC!!…read moreMegan Poore is my advisor. What I really liked about the initial process was that instead of just asking "when do you want to retire and how much money do you have" Megan asked things like "What was money like when you were growing up" and "How much money do you need to have to feel comfortable" and "Tell me how you feel about money in general". That way, she knew my comfort levels, why I stress about money, and such. Then, she was able to put together an investment strategy that fit me not only financially, but also psychologically. Not only that, THEY take care of all my investments. They watch the mutual funds I invest in and if things get shaky, they move my money. I don't have to watch it at all. It's great. I feel very comfortable with the service and feedback I get from Lucien, Stirling and Gray and would HIGHLY recommend their services to anyone looking to invest their money property or just looking for some direction on retirement planning.

Megan Poore is the best! Megan will take the time to get to know you and understand why you are…read moremanaging your finances - as in big life goals - not just numbers. Why? To help you accomplish your goals! To keep you on track. To help you stay focused. In other words, she'll not only invest your money well, she'll keep you committed. I trust Megan fully and know you'll enjoy working with her. Always friendly. Always smiling. Always ready to ask tough questions when needed. Always watching out for me. John

Anna is the best around! I would never trust anyone else with my business. Please reach out to her…read more She will not disappoint. I highly recommend her & will send anyone I know her way.

Anna Chin is so informative and helpful! When my wife and I sat down with her we had tons of…read morequestions and she was so patient and thourghly answered all of our questions. Give her a call today.