New Financial Advisor Profiles

Recent Reviews

Review of
Joseph M. Allen

  • Bellevue, WA

Joseph really examines the trends and his margin of error is well below industry standard. The good ones don’t play fast with OPM, they watch the cycles customizes advice for your circumstances. Joe works well with his team and I suspect that it is the team effort and Joseph’s understanding of good customer service that makes it work.

- Anonymous

Review of
jeffis N. technologies

  • Marietta, GA

This Company helped us obtain our 501c3 status. One unique thing about this company is that apart from tax exempt status approval, they have one of the best grants training programs out there. For the past 12 years that i have been Pastor here at Bethel Christian Center, Atlanta, we have attended several grants writing classes, non compared to this class. The staff at this Company are good in what they do. I would recommend them anyday.

- Anonymous

Review of
Claiborne Miles

  • Gulfport, MS

Mr Miles and associate are very compassionate people and exhibits business sense

- Judy