I will start by saying their educational sessions are top notch. Very informative and really well…read moredone. That is what hooked us. We went in and loved the Financial Advisor Alex. He explained the process and gave us a lot to consider. We decided to sign with them. When we went back it felt a bit rushed. They quickly went through the contract ( we printed it out after and it's about 250 pages) and I felt mislead by the fees. We really had to DIG to get the full answer. The answer that clarified it for us made me skeptical. It actually made me worry about the whole process. We left after signing and I could not stop thinking about it. I can compare it to the buyers remorse you would have after purchasing a timeshare when you were at a resort in Mexico. I contacted them immediately and said we would not be transferring any accounts but would be interested in their retirement advisor services. I asked them to make sure our accounts were cancelled. I emailed every week for a month and never was contacted. I still do not have an answer. For us something did not sit right and when they did not contact us it confirmed that we made the right decision. I was leery when the only newspaper in their lobby was the Epoch Times and I should have went with my gut then. I would like to note that I waited more than a month to write this review to see if they would respond and like I said I'm still waiting. It's unfortunate.

So much for Christian compassion. Forcing an employee, who just lost his wife to cancer to return…read moreto work or lose his job, then force him resign with zero recourse less than a month later. God deals harshly with those who treat widows and orphans poorly. What you give, you will get back tenfold. May the Lord have mercy on your souls.

If you're a planner and want to make sure you have enough money saved for your retirement, Lutz is…read morethe place to go! They have experienced financial advisors who will care for your future finances as if it were their own! I first met Lutz Co thru my work 401K and they meet with us once a year for any questions or updates. They're friendly, understanding, and can explain with details what is going on. I now use Lutz for our family financial planning for retirement and they have guided us as to what we'll need to save to achieve what we want in retirement. They make sure you're covered in every aspect (e.g. kids college) or unexpected situation in life (e.g. term life and living will). I trust them 100% & recommend them fully!!!

From the owner: Lutz is a client-focused business solutions firm dedicated to helping businesses and individuals…read moregrow, adapt, and succeed. Our team provides expertise across accounting, consulting, financial advisory, and technology services to deliver practical solutions that drive efficiency and long-term success. By combining deep industry knowledge with a collaborative approach, we work closely with clients to understand their goals and challenges. Our mission is to simplify complex business decisions, provide strategic insight, and build lasting partnerships that empower organizations and individuals to achieve sustainable growth and stronger financial performance.

If you have ever read any of my reviews, you know that I am stingy with my 5 stars, very stingy!…read more So here is why I give a wealth management place 5 stars, when I don't even bother reviewing them, because I'd give them all 1. I am NOT independently wealthy, In fact I have finally reached the point where all my bills are paid and I can afford an occasional movie ticket or concert and still have a couple of coins left in the bank when I get paid again, Hallelujah (there was once a time when overdraft protection was my backup plan). Earl from Lexus sponsored tasting event at Wine Styles (DEFINITELY put wine styles on your list), where he spoke about what his company does and their approach to wealth management. First of all I appreciated the fact that he did not to the hard sell, he allowed us to enjoy the event, then he talked to us about his services and then we continued to enjoy the event, nothing like those time share talks. I made an appointment with him to talk about my wealth, or lack thereof, and he honestly made me feel comfortable and not ashamed that at my age, I do not have millions squirreled away somewhere. I've been to financial managers before and I always came away feeling like a failure and stupid and hopeless (real talk). But not Earl, he was honest about what moves I can make and what things I can do to leverage what I have and start building for my future. He didn't tell me to turn off the cable, start eating ramen and sell my truck like other wealth managers have told me. No, I may not be a millionaire when I retire (unless I hit the lottery or one of my business ideas really takes off). But with Earl as my advisor I will be comfortable.

I was expecting a conversation about what I wanted my retirement to look like and stop after that…read more I thought, "why am I in this office talking to a financial advisor without financial advisor kind of money in my bank account?" Here's what happened....... I learned that it's possible to invest beyond your employer paid plan, ability to adjust some of your current retirement plan to earn more and how it doesn't require a fat pocket full of money/huge bank account to start planning. After much discussion about what is important to me for my future, we came up with a plan. The bonus? You gain a brother, uncle, super cool neighbor that's easy to simply talk about your future goals with. If nothing else make an appointment, ask him as many questions about financial planning as you want and be surprised at the power you have over your money!

I really like Carson wealth. In particular our financial advisor Jason is awesome. He is full of…read moreknowledge and I feel he is always looking out for us. He's always willing to help with whatever questions that we have. Their headquarters is beautiful, but more importantly, I feel they handle our money well.

From the owner: Carson Wealth has financial advisors in 30+ locations across the country, plus 120+ affiliated…read morefirms to help you find your freedom, no matter where you are. Everyone needs a financial plan that's 100% customized to their life - whether you're just starting to grow wealth or looking to preserve what you have for the long term. The financial advisors at Carson Wealth work with you to discover your definition of freedom, and then design the path to help get you there.

I worked with UBS with personal accounts and business accounts over the course of the last 15…read moreyears. In 2013, I relocated to FL, but maintained a relationship with UBS in Omaha, NE. It was my intention to keep doing business with them long term, but requirements to bank in Florida prevented an extended relationship. I informed UBS in December that I would be moving my business to a local FL bank and asked them to sell my single holding. Upon execution of the sale, I was charged 1% commission that was explained as "commission shown is a contingent deferred sales charge, per prospectus." We all know investment bankers and particular investment instruments bury information in their prospectus which normal people would call "fine print". I was definitely unhappy about the commission and expressed my displeasure with a simple email to the team I worked with for over a decade. However, I only became very irritated when I asked that my annual fee for the account be returned to me. The commission was nearly $1,000 and the annual fee was $150. The $150 annual maintenance fee was charged about 5 days before I notified them of the banking change. They rejected my request with the following exact quote, "I'm a bit hesitant on returning the fee as I feel like you're leaving here with a pretty bad taste in your mouth." What??? They are not returning the fee because I filed a consumer complaint? In conclusion, I highly recommend anyone thinking of using UBS to interview other choices too. In my life, I dislike poor customer service more than anything. I have had investment gains and losses, that's not the issue. But, responding to a customer complaint with resentment is not good service. If you choose UBS, you may be happy, but always, always ask what their commission is on the purchase AND the sale of any instrument that they recommend.

I visited this Merrill Lynch office today. It's located in suite 200 on the second floor. The staff…read moreare professional and friendly. The office space is inviting and bright while being clean. Consider these people when seeking financial advice.