I was referred here by a coworker. I had a feeling that my investment would be secure and worth the risk. A couple months down the line and I realized that my investment was not accruing any interest. My inquiries with the broker did not lead to any meaningful response that would get me back my money. I do not recommend.
Review by Lyss1 year ago
Very pleasant to work with. No pressure. What a relief.....Thx
Review by Unternehr Allegre1 year ago
Total spam scam. do not trust this company. I have asked to be removed from both their email and telemarketing list multiple times and you will notice they hide the Facebook reviews and show these ones cause they have control over trust pilot reviews but not their google or actual facebook reviews... so you may . not want to trust their reviews either.
Review by Godssoldier1 year ago
My representative was terrific. He had a great get-to-know-you personality and went over and above the call of duty to find information of particular pertinence to my situation. However, it did take 2 hours to get down to "brass tacks" and consequently I was still at a loss as to exactly what the best route for me was, after the first meeting.
Review by Shalma1 year ago
I look forward to working with David in the future.
Review by Shanger Gritts1 year ago
Meeting went fine. Randy Jones is a professional and easy to work with. Can not say the same about an person named Leon Clark. Called and was totally dissatisfied with this individual, talk to Mick Burton and complained ask Mick to review the tape of the phone call and take appropriate action.
Review by PetrakiEnterpriseLTD1 year ago
Steve Ruff in Florida is a good adviser, because he listens to the client's ideas, understands what fits the circumstances, and recommends an appropriate financial product to meet the need.
Review by Jennshaw Yamsaso1 year ago
I would recommend to anyone
Review by Giddel Mallon1 year ago
Very Nice to meet Tom. Very aware of our situation and will get back to us in the future. Thank you.
Review by Akihiko1 year ago
Had a wonderful meeting with Greg Spillman. Looking forward to follow up with next meeting.
Thank you for recommending him.
Review by Marazaki2 years ago
Should have gone with you and Beau but wanted to stay in Sacramento. I GET NOTHING FROM MY ADVISOR HERE. !!!! MY GF GETS A CHRISTMAS WREATH AND A BASEBALL GAME WITH FOOD EVERY YEAR!!!
Review by Vaneska2 years ago
RAY WAS SO LOVELY IN HELPING AND GUIDING ME THROUGH THE WEBSITE WITH EASY TO FOLLOW INSTRUCTIONS. A GREAT ASSET TO YOUR FIRM.
THANK YOU RAY
Review by MarioI2 years ago
David is very good, knowledgeable and helpful. But Mellberg is not for me at this time.
Review by Vladislavs McConnor2 years ago
Mr. Schlinsky was generous with his time and helpful with his advice. I'd be happy to meet with him again in the future should the need arise.
Review by Marlon2 years ago
Good meeti.ng but still waiting for 3 possible products to get
Review by GlebKurilovich Magliola2 years ago
Branden is a Good person, Good Ethics.
Review by SnumenGary2 years ago
Review by Rosarita2 years ago
Mr Yancey is very informative & considerate. We greatly appreciate the time which he has spent w/ us.
Review by Inayat2 years ago
The conversation was very relaxed and informative. I never felt a "high sales pressure" to "buy today". I look forward to my future meeting with John & Jim that is scheduled for next week.
Review by Verzin2 years ago
Received the brochure on time and the consultant came and gave me a very knowledgeable future investment options.
Review by Dejahnay2 years ago
Very good experience. My guy was professional and informative.
Review by JoseMendes2 years ago
Review by Bryone2 years ago
Review by OGAHunterKiller2 years ago
Very please with the first appointment and the follow up will allow us to determine how JD Melberg will help us Brian was outstanding with his professionalism and information and knowledge
Review by Ghostie Hoose2 years ago
Mr. Sparks was on time, professional, and very informative. I found my time with him informative and a useful encounter.