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.

WARNING TO TRUCKING COMPANIES: THINK TWICE BEFORE CHOOSING RTS FINANCIAL…read more Our experience with RTS Financial has been extremely frustrating and has put our trucking business in a difficult position. Our factoring contract has been successfully terminated, and we paid the outstanding balance of $7,265 in full. Despite fulfilling our financial obligation, RTS Financial continues to refuse to provide our Letter of Release and remove the UCC filing lien against our company. This is unacceptable. We have done our part, paid what was owed, and fulfilled our obligations. All we are asking for is the documentation necessary to move forward with another factoring company and continue hauling freight. To make matters worse, when we asked our brokers for fuel advances to help keep our trucks moving, RTS Financial denied them. Cash flow is essential in the trucking industry. Without access to our funds and the ability to transition to another factoring company, running our business becomes unnecessarily difficult. What is most disappointing is the difficulty of reaching a resolution once you decide to leave. Instead of helping us close our account properly after paying our balance, we are still fighting for a release letter that is critical to our business operations. After researching RTS Financial's public customer reviews and BBB complaints, we also found reports from other trucking businesses describing difficulties obtaining release letters, resolving UCC filing issues, and transitioning away from the company. While every situation is different, seeing similar concerns raised by other carriers is troubling. Our message to other owner-operators and trucking companies: DO YOUR RESEARCH BEFORE SIGNING A FACTORING CONTRACT. Read every clause, understand the termination requirements, and ask exactly what happens to your UCC filing when you leave. We would strongly encourage trucking companies to compare other factoring options before committing to RTS Financial. Do not look only at the advertised rates. Consider customer service, access to your money, fuel advance policies, contract termination terms, and how quickly the company will release your business when the relationship ends. RTS Financial, we have paid the $7,265 balance. Our contract has been terminated. We need our Letter of Release and the appropriate UCC termination filing so we can continue operating our business without further unnecessary delays. Cash flow is the lifeline of trucking. Every day spent waiting for essential paperwork can mean lost loads, lost revenue, and additional financial pressure on a small business. We hope RTS Financial resolves this matter promptly and that other trucking companies learn from our experience before making their decision.

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?

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!

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.

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.

Please note! Do your research !!! You may get your settlement money, but you are on the hook for…read morethe entire amount they receive for your claim. Example: If your claim is $10,000, if legal fees are $8,000 and you received $2,000, the 1099 you will receive is for the total amount of claim or in this example $10,000. You will pay tax on the entire amount of $10,000, not $2,000. I got hit with a nice tax bill I wasn't expecting. I'm not a tax CPA, but I wish I were as this wouldn't have happened. I hope this post will help others with their decision making process.

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