A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

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.

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.

I am fairly new to real estate investing. Thank goodness I found these guys!…read more Whether you're looking to purchase an investment property for your first time or an experienced investor looking to expand, Perfecto Capital can get you the funding you need. Their service is second to none in hard money lending. They were super friendly and knowledgeable. They guided me into the right type of loan for my investment needs. I am a bit needy, as in I don't like it when things are out of my control. The staff at Perfecto Capital was extremely prompt in returning calls and answering my questions of concern throughout the entire loan process. I have found a lender I want to do future business with. Thank you so much! JZ

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!

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

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.

Review of Summit Brokerage.. Norman Robbins did wrong by my…read morefather and I. we should have never switched from Wells Fargo. not only did we see a substantial decrease in dividends, but when I confronted Norman, he slammed down the phone, he HUNG UP ON ME. HE IS IN NEED OF SERIOUS ANGER MANAGEMENT !! his firm is located on 7807 Steeplechase Dr PBG. I am going to report him to the SEC. He even lost paperwork so as we could not receive our dividends. we had to resign and email back to his office. we originally signed the exact same document when we first met, however he running out the door and going on vacation. this was obviously more important than our business interest. if you want good investment service, I personally reccomend Wells Fargo and ask for Croft Meeker. He asks all the right questions pertaining to your needs and he is conservative. Norman placed us in some stocks which were not considered stable, though they paid a good dividend, the company was on shaky ground and not even rated. Norman is a smooth talking criminal who is not to be trusted. again, he slammed down the phone on me, that is about as professional as discussing finances with a toddler. may karma come around and take everything away from this con-artist. after confronting him on the phone about my first quarterly earnings (less than $3100.00 on 1mil dollars) again, he had the gumption to hang up on me. I will work diligently to spread the word he is a fraud and is probably skimming money off the top. he reminds me of a Bernie Madoff !! almost forgot, he charged us $1000.00 dollars to move our money to his firm. he stated those were transfer fees from the other bank. so I called Wells Fargo and they stated the fee was only $200.00 dollars. again proving Norman Robbins is a thief and a liar. dad and I met with a Well Fargo financial advisor to reinvest our monies with them. we revised our stock portfolio and he took the time to help us spread the risk. and he found highly questionable stocks that Norman Robbins put us in as the were not rated and put out a 10% return which is impossible in this day and age. eventually that stock will fold and we would have been out of a lot of money. Thus, Norman is a fraud and risk your money with unrated or B class stocks. He is a thief and a liar and will take advantage of you and invest your money in risky businesses. whereas WF will look at our selection and take it to their analyst to make sure our choices are safe and wise. WF will even send a representative to your home for your convenience. these guys are professionals 100% and will do everything to protect your investments. plus the broker is paid based on how well your assets perform. he only takes a small percentage on new purchases which is well deserved on their part. I had no idea how far Wells Fargo went to protect your investments. oh, if you don't make money, neither do they. thus if an unfortunate event occurs where your stock selection makes nothing, Wells Fargo takes no fees. Submit Brokerage take their fees even if you dont make money. if you are with Summit Brokerage, I highly recommend you seek another firm who has analyst to double check your decisions.

Norman Robbins ripped off my elderly father. Though nearing 90 years old and living on fixed…read moreincome, Norm Called him once a month for a double commission. Always something to sell and something to buy in the same call. And Mostly losers! Some stocks down 50-80%. Fraud. his license should be revoked. Do not give him your money!

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.