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February 2024 by Werner Lutz
Worst decision I ever made. He managed to LOSE over 30% or our investments while the markets gained 30%+. We are $2,000,000.00 poorer because of them.
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January 2024 by DJ P
Retained Joe O'Haver as my financial advisor when he worked at IBN financial to help me plan and manage my 401/IRA as I was planning to retire. I wanted to generate a steady income stream from my investments. He recommended that to achieve a stable and secure income stream that I heavily invest in REITs. After multiple discussions he assured me that this investment would meet my objectives and that they were stable and low risk and I would be able to get my cash back within 5-10 yrsrs. End result after 10 years is I now have multiple large REIT investments that are not paying any dividends and have cancelled their buyback. They ended being useless money loosing investments with no way to get my funds back without substantial losses. His recommendation was based on his or IBNs commission and not what was best for me.Avoid him and IBN financial at all cost if you want to protect your money.
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March 2021 by Elizabeth K
I will NEVER have my taxes filed here again. I've gone here my ENTIRE tax filing life (since it was Nichols financial) and their fees have jumped to over $100 more, than last year, for the exact same type of filing as last year. Not only that, BUT THEY DO NOT INFORM YOU OF THIS UNTIL AFTER THE FACT?.
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September 2019 by Kimberly Jarrett
They focus on listening to the customer and providing the necessary services based on their needs. I highly recommend Joseph and Angel!
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September 2019 by Laurie Maselli
Awesome and friendly staff. I needed investments and didn't know who I could trust. Joseph proved to be very knowledgeable, truly does customize investment portfolios and put my mind at ease.Very satisfied!
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May 2019 by Joanne Kennedy
This was my first year in business and Angel was amazing! She got me a great return and was fast and efficient! Thanks so much!!
