Financial Services of America

"Bad place to work. High turnover and disrespects their employees."

"It was really good.... Until it wasn't. Very disappointing! I had met & worked with Michael and was very impressed and at that time happy with my choice. Things went well for over a year. Then it crashed and burned. There were some issues with my account and concerns over funds in my accounts. Over the course of the next 6 to 8 weeks I reached out to Michael and then his associates Bryan and Jackie. Over a dozen phone calls and emails asking someone to get in touch with me to discuss my account and nothing. I closed accounts and left."

"I have used FSA for about 10 years. I especially appreciate the coordination of my financial, tax preparation and estate planning services. This coordination is missing from most independent providers of the respective services. Having the financial planner have access to the tax ramifications of the strategies and then to be connected with estate planning procedures is most appreciated. In addition, the quality of the services is outstanding!"

"Professional, compassionate, friendly, advisory, credible are values I attribute to my personal Advisor, first Doug Van Orden for several years and most recently, Dave Videtta. I appreciate the fine resources on this team. Timely Home visits, Prompt appointments and fully prepared at each visit to present my options, annual reviews of accounts and thoughtful answers to every question I have. My father introduced me to this team who did an amazing work for him securing his assets, Trust, Estate, Distribution. I’ve trusted this team for several years and most recently crossed over accounts from eligible business contributions. My next few steps will be to work with the Trust and Will attorneys and the Medicare advisory team when the time is right. Thanks so much for your service to me securing my financial and personal future."

"I attended a seminar recently that this firm presented. I found it to be informative and the speakers to be so knowledgeable. I have set an appointment and am looking forward to meeting with one of their agents to go over my retirement plans. I highly recommend this organization and if you are on the fence you should definitely attend one of their seminars."