My experience with Fundamental Wealth Designs has been exceptional. From the very first…read moreinteraction, the team has been friendly, professional, and genuinely approachable.

From the owner: 61% of people are more afraid to run out of money than they are to die! Find out how to protect…read moreyour retirement today! Schedule a free consultation for a written retirement plan today!

Their process of "TOD" (transfer on death) is antiquated and incredibly slow. There is no in-person…read moremeeting with an agent. It's all done via a toll-free phone number, but I've wasted HOURS waiting on hold. Finally, after countless phone calls and sending in notarized documents, I'm finally getting my deceased father's account money. It has taken me over a month just to get to this point. Now, they tell me, "the check is in the mail." Unbelievable. I will never do business with Merrill Lynch!

Turned to PCG when my small business needed help with a large project. They were able to get me…read moreknowledgeable people at a fraction of the cost of other large firms. Very professional and easy to do business with.

Zero stars. Run from these unprofessional people! They will lead you on then ghost you. I have…read morenever encountered anything like it before. No scruples. Run, or simply ignore them if they reach out to you.