Address

Address:

595 S Federal Hwy, Boca Raton, FL 33432, USA

Telephone:
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Opening Hours

Closed opens tomorrow at 09:00AM
Monday

09:00AM - 05:00PM

Tuesday

09:00AM - 05:00PM

Wednesday

09:00AM - 05:00PM

Thursday

09:00AM - 05:00PM

Friday

09:00AM - 05:00PM

Saturday

Closed

Sunday

Closed

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peter perzan February 3, 2020 12:55 am
Rating

Ron Riescher is an exceptional investment adviser. His level of service and expertise is unmatched by anyone in the business. He is at the top of the industry.

Robert Henick September 26, 2018 10:45 pm
Rating

Norman Robbins did wrong by my father and I. we should have never switched from Wells Fargo. not only did we see a substantial decrease in dividends, but when I confronted Norman, he slammed down the phone, he HUNG UP ON ME. HE IS IN NEED OF SERIOUS ANGER MANAGEMENT !!
his firm is located on 7807 Steeplechase Dr PBG. I am going to report him to the SEC. He even lost paperwork so as we could not receive our dividends. we had to resign and email back to his office. we originally signed the exact same document when we first met, however he running out the door and going on vacation. this was obviously more important than our business interest.
if you want good investment service, I personally reccomend Wells Fargo and ask for Croft Meeker. He asks all the right questions pertaining to your needs and he is conservative. Norman placed us in some stocks which were not considered stable, though they paid a good dividend, the company was on shaky ground and not even rated.
Norman is a smooth talking criminal who is not to be trusted. again, he slammed down the phone on me, that is about as professional as discussing finances with a toddler.
may karma come around and take everything away from this con-artist.
after confronting him on the phone about my first quarterly earnings (less than $3100.00 on 1mil dollars) again, he had the gumption to hang up on me. I will work diligently to spread the word he is a fraud and is probably skimming money off the top. he reminds me of a Bernie Madoff !!
almost forgot, he charged us $1000.00 dollars to move our money to his firm. he stated those were transfer fees from the other bank. so I called Wells Fargo and they stated the fee was only $200.00 dollars. again proving Norman Robbins is a thief and a liar. dad and I met with a Well Fargo financial advisor to reinvest our monies with them. we revised our stock portfolio and he took the time to help us spread the risk. and he found highly questionable stocks that Norman Robbins put us in as the were not rated and put out a 10% return which is impossible in this day and age. eventually that stock will fold and we would have been out of a lot of money. Thus, Norman is a fraud and risk your money with unrated or B class stocks.
He is a thief and a liar and will take advantage of you and invest your money in risky businesses.
whereas WF will look at our selection and take it to their analyst to make sure our choices are safe and wise. WF will even send a representative to your home for your convenience. these guys are professionals 100% and will do everything to protect your investments. plus the broker is paid based on how well your assets perform. he only takes a small percentage on new purchases which is well deserved on their part. I had no idea how far Wells Fargo went to protect your investments. oh, if you don’t make money, neither do they. thus if an unfortunate event occurs where your stock selection makes nothing, Wells Fargo takes no fees. Submit Brokerage take their fees even if you dont make money.
if you are with Summit Brokerage, I highly recommend you seek another firm who has analyst to double check your decisions.

Ted Fitzemeyer March 22, 2018 4:21 pm
Rating

Stay away. Not good at their job and unresponsive.

Peter Brooke March 1, 2017 5:51 pm
Rating

Great Independent Broker Dealer to work with