This company has done a good job for us over the last 3 years. I've compared our returns with some…read moreother firms and we've done very, very well. Very professional and knowledgeable staff, and timely replies to any questions we've come up with. There's a good reason this is one of the largest financial planning companies in America and is recommended by many brokerage firms.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

we have used them for a couple of month now and we are blown away with their customer service and…read moreproduct offerings. Can't say enough good things about them.

Trying to raise credit on my brokerage company for years now with RTS. Been in business for 4 Years…read morenow. We pay invoices to them directly every month. Shown proof of payment to them as well. Called every 2 days for 2 weeks straight to raise my credit limit. Mind you the same person answers everytime and acts like a different person. Im asking what the status is she cant give me an update. They first ask me if i sent them an email. i ask them what the email is she tells me its an internal email and she cant give me that ( so why the fuck are you asking me if I emailed them??)) I told her that your team has told me that they have opened a ticket already multiple times. I asked them why has nobody reached out then and she still doesn't have an answer. i ask her to transfer me to the person who has been opening our tickets she said he's on vacation now for 2 weeks (LMAO BULLSHIT) Reached out again spoke to another agent and they straight up told me "ANOTHER REASON IS BECAUSE OF YOUR RACE AND THE AREA YOU ARE IN" Internal team is a bunch of European/Indians who dont know a thing about trucking. EVERY AGENT IS RUDE, INTERRUPTS YOU AS YOU ARE EXPLAINING YOUR SIDE OF THE STORY BUT GOD FORBID YOU CUT HER OFF WHILE SPEAKING, SHE THREATENS TO HANG UP ON YOU. GET OUT OF YOUR EMOTIONS AND DONT DISH IT IF YOU CANT RECEIVE IT. Don't let these crooks control your money and tell you who you can and CANT work with. Nobodys bigger than the program

We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. His professional background includes manufacturing engineering, product development, and business management. Investment Advisory Services are provided through Creative Financial Designs, Inc., a Registered Investment Advisor. Securities are offered through cfd Investments, Inc., a registered Broker/Dealer, member FINRA/SIPC, 2704 South Goyer Road, Kokomo, IN 46902 (765) 453-9600. Lighthouse Financial Strategies is not a subsidiary of nor controlled by Creative Financial Designs, Inc., nor cfd Investments, Inc. Neither Lighhouse Financial Strategies or the cfd companies offer tax or legal advice.

John and the other employees have always gone above and beyond to help. Amazing customer service…read moreand care in the work they do! Would definitely recommend

We love the team at Buttonwood Financial Group and feel so blessed to have them looking after our…read morefinancial well-being. They're incredibly responsive, they cover all the bases (the Buttonwood team has connected us to a wonderful group of other professionals - an estate planning attorney, an insurance person, a mortgage broker, a tax accountant, etc.), they simplify my life by taking on a lot of tasks so I don't have to, they're honest, they're nice people, and they really genuinely seem to love what they do, which is exactly what we want in someone we're entrusting our life's savings to. I wouldn't hesitate for a second to recommend them. They really are the best.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

I have been a client of David Jackson since 1995 representing Waddell & Reed and LPL Financial…read more David has been a stellar Certified Financial Advisor for me and my family. He has always given me great advice and recommended the appropriate investments based on my tolerance level. Modern Horizon's Team: Amanda Campbell, Edwina and Bridget Jackson are true knowledgeable professionals and have always provide excellent customer service and follow through. I highly recommend them for your investment needs! Adrian T.

Amanda is the BEST! She was so patient and helpful. Finances are not my favorite thing to deal with…read moreand she made everything so easy to understand and she's just really good at what she does. Highly Recommend!

Fair dealings and real results…read more I had a few issues on my credit report which needed to be taken off, I had earlier signed up with Lexington law - where they charge a flat fee even if there are no results. But with Credit Law Center, they charge only if they achieve the results - there is no push to sell, and very fair and straightforward to deal with. And also more personable to deal with since there is an individual assigned to your case whom you can reach out to anytime you want. I was working with Kayla who was really good to work with.

Credit Law Center promised me a full refund IN WRITING if the credit repair process was…read moreunsuccessful. After it was unsuccessful, I was told that I needed to wait for the "final audit". I waited for that and emailed repeatedly over the last few months but still have not received a refund. I've been checking in last week and was told that the Accounting Dept is looking into it. I was suspicious about whether I'd get a refund from the time I started asking about it, when my 'attorney' did not respond to my emails. Now it appears that the whole company is just a sham.

Ben and his team are awesome. Highly responsive always and very willing to educate and unpack…read moreanything with your coverage

I can always count on Brush Creek Partners to provide top quality service to me and my family. I…read moresleep easier knowing that Ben is just a phone call away if I ever need anything.

Kevin Makalous has been our financial advisor for quite a few years now. He and his office provide…read moreover-the-top excellent customer service. Kevin has provided us with awesome financial advice and we have seen our accounts grow because of his knowledge. He is patient and willing to explain and teach so his customer has a good understanding of their own investments. I would happily refer Kevin's services to anyone at any financial level.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I can't even begin to thank Kristen enough for all the help she's provided me. I was in such a bad…read moreplace with credit card debt and starting up my own small business and I didn't know who to turn to. In 2 months, she completely reorganized my financial life. On top of that, she truly cares about her clients and realizes money affects every aspect of our lives and not only is there to improve your financial situation but she honestly helped improve my whole life! She is a wealth of knowledge and taught me so much. She exceeded every expectation and is highly recommended.

From the owner: Money coaching, personal finance, mobile notary publicread more