I debated over writing this review, being as I'm the owner's sister. Let me be very honest with…read moreyou all. We were raised in a family of honesty and integrity. In my life, I would genuinely not recommend a family member or friend for a job or recommend their business unless it was really that good. Money is so personal. I am forever grateful that I have one of the hands down best financial advisors in the world and I don't have to question one single thing he does. Not because he is my brother, but because he has a passion for helping people and constantly learning about his craft in a way that people just don't anymore. If for some reason I wasn't speaking to my brother, I'd STILL give him my money and recommend him to everyone. This man knows what he's doing. Look at his credentials, check out his history, it speaks for itself. But most of al, just schedule a meeting with him, get to know his heart, and you decide for yourself because that's what this business is all about. You need to 100% trust your financial advisor, it is very personal, and so you should take the time to personally get to know who you are considering. So while I'm so lucky he fell into my lap as my advisor, I truly do not feel that is why he remains my advisor. He is dedicated, trustworthy, and extremely intelligent. He listens to my situation and what I want to do with my money without judgment and partners with me to make my financial dreams come true. I feel bad for anyone who doesn't work with him.

The essence of this product is essentially "market timing." There's no data that this actually…read moreworks. As illustrated by the other review, Adam reserves the right to not listen to you about your trades. As in the other person's case, I lost a lot of money, in a much shorter period of time. I was uncomfortable with what was happening and wanted to change my portfolio allocation. They said no. Adam literally said to me "It's not like it's real money anyway." It certainly was when I gave it to him. I called the bank where he keeps client funds and had him removed as the manager from my account. I get the same portfolios, at a lower rate, and they do what I ask them to do when I ask them to do it.

In these days of high market volatility and having just finished a year when all the Dow growth was…read morewiped out, it is great to be doing business with a group that keeps you protected in the bad times, and helps grow your capital and peace of mind in the good times. Thanks Don and thanks to a couple of your team members who also helped me.

We trusted Don Ross with our life savings and after several years with him he recommended a large,…read morelong term investment that was not sustainable, not liquid and eliminated our flexibility in retirement. Don never disclosed that he was earning a substantial commission on our investment and we thought he was giving us independent advice. We lost a large amount of our savings and ended up with extremely high tax bills.

They are full service. I appreciate that they have accountants as well as advisors. They have…read moresaved me money and made money for me while treating me like I'm their only client. Excellent firm.

For us, the most important qualities in a financial advisor are trust and honesty. We wanted more…read morethan someone to simply manage our investments -- we were looking for a true partner who would educate us and walk alongside us as we moved into retirement. When my wife and I began searching, we found exactly that in Royal Oak Financial Group. Their team combines deep expertise in investing, tax planning, and Medicare guidance with a genuine commitment to helping clients feel confident. They took us from the stress of second-guessing financial decisions to having a clear, comprehensive plan that gives us real peace of mind. Every meeting feels like sitting down with a family member. We talk openly about our changing needs, listen to their thoughtful guidance, and update our plan together. Over time, the Royal Oak team has become not just trusted advisors, but good friends. If you're approaching retirement or already navigating it, you couldn't ask for a better team to guide you. Royal Oak Financial Group truly delivers both professional expertise and personal care.

If you want a trustworthy and honest accountant. This is the firm to check out, all of the staff is…read morefriendly and knowledgeable. So, if you need assistance with tax planning, bookkeeping services, business valuations, etc. Check this place out, you will end up leaving as a very satisfied client.

I've been a client for the past 5 years and have nothing but good things to say about this firm…read more Kurt Brown and his team provide the best customer service - regular contact, timely response, clear explanations - all at a very reasonable charge as compared to fee-based competition. I heartily endorse them for anyone looking for professional money management.

From the owner: Since 1985 we've had one goal--to eliminate the stress often associated with planning your…read morefinancial future. That means we provide analysis in language you understand, clear recommendations on what you should do, and straightforward answers to your questions. Learn more about us and our transparent approach to financial planning.

They have done my taxes for years! You can either drop them off and come back later or wait in…read moreline and have them done right in front of you. In business since 1955 I trust them completely.

They did my taxes a couple months ago. The office itself is kind of dated, and I had to wait quite…read morea bit even though no one was in the office. That being said, they helped me complete my tax return which was somewhat complicated as I had jobs in two states. They had a discount for new customers, so I'd highly recommend using that.