Idea Financial - Miami (FL)

Jim Barnes Worst experience of my life working with this company and Jonathan Hunt financial advisor. I had 200k in investments and Life insurance and this company did everything they could not to give me my money that I requested also they broke my Privacy act and disclosed info to and ex wife that broke my confidentiality act as well...stay away from them. I would not recommend them at all. Still dealing with this nightmare.

swampbugy your percentage is high

GLADYS VILLALOBOS I had a great experience working with Amanda—she was incredibly helpful and made the entire process of obtaining my insurance cards quick and easy. She kept me informed every step of the way and ensured everything was handled in a timely manner. I truly appreciate the excellent customer service provided by Amanda.

Jessie Stehlik Morgan was absolutely amazing and handled all of our needs brilliantly. We had just left a pretty harrowing experience at Bank of America, but he completely turned our day around. So happy to be members!

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.

José Miguel Hernández Super Nice people and very helpful. Thank God for putting me on the path to insurance

Rentas Jennifer “Jen” Great place to volunteer and socialize with seniors.

Ross Statham My experiences over the last 18 months have been great. Very attentive staff. Best car loan rate we found around, as well as great online banking. Not the best location (eastern edge of town) but if we need to use the ATM their other location is excellent. Otherwise we bank online.

Tim Rochon Our company sought bridge financing between contract periods with our larger clients. Chad and Nathan at Excel Capital Management quickly offered us several options from which to choose. When we needed yet more options, Chad delivered in a matter of hours. Throughout the process, Chad remained in close contact by phone, text, and email. He and the Team at Excel were always respectful and professional. I highly recommend Chad and Nathan at Excel Capital Management for all forms of business financing.