My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

One of the worst financial advising firms out there…read more I terminated my contract in September 20 21 and they did not do any debrief or mention that they did not transfer my account. Kept charging their monthly fee by selling the stock and using that as their advisory fee for next four years. Never even once they called me or updated me that they were charging fees. The too for investment in S&P 500 index fund. absolutely disgusted.

The Customer Service from my advisor is outstanding. He always calls several times a year to check…read morehow we are doing and if we have any questions. They offer Many different products and advisors to help you throughout your financial journey, however Not all of the products are for everyone. I use some of their products and services? Especially tax preparation and am very happy with them. They partner with credit union one as their main financial institution.

Best financial and accounting services around. Rudy has been doing my taxes for over 15 years.read more

Prevaling Strategies has literally changed my life and has the best mentor I've been around.Gain so…read moremuch knowledge and confidence about trading and investing in general .Highly recommended for anyone looking to learn and grow.

When I was first recommended to prevailing strategies I was struggling with financial literacy and…read moreinvesting. I can proudly say after just a few weeks with the company I have learned more about saving than I have in the past three years! The experience is well worth the price because you get hands on training with instructors who've been in stocks sessions. I plan on staying for the long run and advise anyone looking for financial freedom to give it a try.

Steve Grimes is a very knowledgeable and down to earth individual. I am just starting out so I had…read morea lot of questions. He helped walk me through everything, in a way I could easily understand, and gave me some really great practical advice. I would recommend Navigators to anyone in need of financial planning.

Very unprofessional. Might as well store my money in a pillow case unde y mattress. Don't waste…read moreyour time.

From the owner: Retirement Planning Since 1976read more