ELITE MANAGEMENT FINANCIAL LLC - Hollywood (FL)

Alicia Register If I could give 0 stars I would! Don’t get them If you don’t want to be harassed every other week!

Ryan Sikkema I would give them negative stars if Google let me. Terrible company to invest with. I started working for a new employer 9 months ago with an incredibly in-depth boarding process. In the paperwork the employer buried info about auto enrollment and how if you dont select out of it they will automatically sign you up for it and select the percentage for you. This started back in June2024 and I became aware of the situation in December2024. I have my own investments and a 10-year plan that did not involve a 401k with my employer. Sadly both the employer and principal are of no help. I have since put a force stop on the account so they cant take any more of my money. I tried To cancel the account and ask for a rollback check. The representative from principal was less than helpful. It sounded like I had just woken him up and his attitude was like he didnt care to be on the phone at all (he continue to yawn through the call as he started speaking). They told me the only way I could take the money out was under hardship which I dont qualify for and would have to pay back later. The biggest problem I have with principal is I have zero emails from them in 2024. Theyve had over $1,300 of my money since June. Due to the fact I wasnt aware of the 401k plan I didnt have an account with them until January31st. They have yet to send me anything that told me I had this account. They havent sent me any kind of statement regarding the account. They didnt send me an email or give me a phone call about the fact that they had $1,300 of my money and what I wanted to do with it or what their plans were with it. its February 4 2025 and my only option to get out of a plan I wanted nothing to do with isnt an option. They took my money without my consent and theyre refusing to give the money back. Theyre due diligence is terrible at best and if youre looking for an investment to take care of you through retirement I would highly suggest going elsewhere. Even after telling the guy on the phone this is my first ever 401k and I dont understand them. He was not helpful. He didnt offer me any literature or refer me to somebody else that could help. The only thing he cared to say between his yawns were You can only take it under a hardship. Its a terrible company to invest with and their name is almost comical after what they put me throgh.

Brad Tilghman Steve is very responsive to questions and provides pro-active guidance on market events. His years of experience are evident in the guidance that he shares. He also serves his community in many ways. All 5 stars.

Rob Nixon It was a pleasure doing business with the Live Oak branch. Amanda Ulbrich helped us get an urgent transfer completed on the spot even though we were not members of the bank. After taking our paperwork to the Post Office for a overnight package, we returned to the bank and met Roger who signed us up as members. We were very pleased with the service we were given in our time of need. Other banks in town refused to help us. Rob and Kay Nixon

NAA The team at Excalibur Financial are fabulous. My husband and I have been clients for the past ten years. We have been extremely pleased with their informative, thoughtful and profitable expertise. We have been so impressed, with the team, we have recommended them to friends and family. I realize it’s not polite to talk about money, but I am making this one exception.

Dr. Crystal Morris-Newsom This isn’t a scam. A scam by definition is being dishonest or fraudulent. On your very FIRST call they provide you with the refund policy so everyone is on the same page which DOES include being timely with your payments. Think about it, how can you expect them to honor a 90-day money back guarantee if you don’t pay on time? Time is of the essence and a late payment means a delay in them sending out your dispute letters which means it will take longer to get results. They complete a full audit of your entire credit report and get your first set of letters out within 48 hours. Their customer service is AMAZING! You can even text message them questions. They are so friendly and willing to help. Each month you receive credit tips to build your financial literacy so you don’t make the same mistakes with your credit in the future. My credit score increased by 20 points so far and it’s only been 1 month. Crystal is my rep and I’m excited for future progress! If you don’t use what they provide and aren’t obedient to the requirements they tell you clearly on the FIRST call, it’s unfair to complain about the lack of results. Accountability in adults is lacking in today’s society and it’s sad because this is really a good company that truly tries to help people when there are other companies like Lexington Law who were only about the money and not about helping people.

Steve Abbott Tammy helped my wife and I with some financial questions and loan information. Super easy to speak with and very knowledgeable. Highly recommended.

Terry Smith Glad I am a member of this great establishment. Everything is pretty good and there have been no complaints.

Holden Smith Justice Kite is an outstanding employee! She is so much help and so kind and patient I highly recommend her!