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July 2023 by John Capriano
AG Morgan Financial Advisors is being investigated by the SEC for $700 Million in ponzu fraud. CEO Vincent J. Camarda knowingly duped his clients for years into investing into PAR Funding, which has also been charged with a major fraudulent scheme. Clients need to get their assets out from under AG Morgan's management before they lose their life savings! Sadly, some already have. SEC encourages clients who’ve invested with AG Morgan to come forward. Google AG Morgan and Vincent J Camarda to view several websites outlining more details about this case.
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November 2022 by Jason Zuena
I work in the financial industry and my family and I have been clients of AG Morgan since its inception. From day one we have felt extremely comfortable in this exquisite boutique setting, and have enjoyed the personal touch of the AG Morgan staff. They continually provide us with patient education, guidance, zero-pressure decision making, and affordable safe options for investment that we have relied upon, and benefited from, countless times. The highest value in a partnership with AG Morgan is getting advice from someone who you trust, that knows you and understands your goals intimately. We would never go anywhere else.
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October 2022 by Angelo P
I normally don’t post reviews but I was in a rough spot financially and A.G. Morgan really helped me turn everything around. I have no real insight into the stock market and my 401k took a few hits over the past few years. I had an introductory call with James, sent in a few statements, and he made me feel comfortable by following up with me repeatedly and providing a solid strategy. The staff at A.G. Morgan are all very helpful and were very patient with me and all my silly questions as well.
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August 2022 by Thomas H.
Be careful with this man and his firm His full time job is removing negative reviews and getting expungements of S.E.C. complaints. However, he can not remove his most recent troubles. In June, the S.E.C. filed a civil case against the CEO vincent camarda, another individual and camarda's company AG Morgan financial. Google does not allow links, however if you do a simple search for either ag morgan financial and the SEC or vincent camarda and / or his company and the SEC, you will find the litigation I have referenced. Pay particular note to the full litigation which is approximately 30 pages. This will give the reader an idea of what he is doing. The reading of that SEC document should make be clear. A brief synopsis of that case makes what he is doing perfectly clear. He is talking investors into putting money into "Complete Business Solutions Group" DBA Par funding. So the reader can understand what that means, Par funding is currently in receivership and has been since July 2020. It has also been charged by numerous states with security violations. The SEC has an ongoing litigation against that company and its CEO. Consequently if you also search for Par Funding it appears that Par funding CEO has agreed to pay roughly 350 million dollars. With all that said I am now hoping that he, his company, and the associate named in this litigation finally lose all his brokerage licenses and are barred from the financial industry totally and forever.
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July 2022 by Tina P
I normally don’t post reviews but I was in a rough spot financially and A.G. Morgan really helped me turn everything around. I have no real insight into the stock market and my 401k took a few hits over the past few years. I had an introductory call with James, sent in a few statements, and he made me feel comfortable by following up with me repeatedly and providing a solid strategy. The staff at A.G. Morgan are all very helpful and were very patient with me and all my silly questions as well.
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July 2022 by K M
I am so happy I found A.G. Morgan. Vinny was referred to me by one of my good friends who have been with him for 5+ years. Vinny helped me organize my finances and provided me with invaluable guidance in saving for my retirement and future goals. In addition to helping me, he's also been able to help my parents with their finances. He's a straight shooter and I take a lot of comfort knowing my investments are overseen by him.
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April 2022 by Jeffrey Goulding
Don't recommend.Had a few calls with James McArthur and he was nasty and condescending.Work with people that want to work with you and aren't rude.
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April 2021 by Thomas Keane
As long as you’re willing to invest plenty of money with zero results, complete lack of professionalism and down right obnoxious behavior, Vincent Camarda is the perfect storm. AKA the Bernie Madoff of Long Island. I made the mistake of investing with AG Morgan based on a friend’s recommendation. Now we have both been swindled along with dozens of others!
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October 2020 by Rick Carlesco
Very professional, great culture.
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November 2019 by Jarred Klein
BEWARE - The CEO Vincent Camarda is a total crook.
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October 2019 by Andrew Rampulla
World class customer service and the best advisor in the nation!! Highly recommend!!
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February 2017 by Eric Schneider
Crunch Time Tax is a very efficient and cost effective way of getting your taxes done. The service was fantastic and the CPA was very knowledgeable and provided timely feedback. I had such a difficult time in the past filing for my taxes and making sure I had everything I needed while, as I work full-time. The service was seamless, provided little effort on my part and of high quality.
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February 2017 by Kristie Fazio
The service at this tax accounting practice was superb! The CPA was prompt with his responses and was very accommodating with all my needs. Highly recommended.
