Customer ReviewsforHybrid Financial

We are in our 60s and weve NEVER had a financial advisor! So we attended the dinner and seminar, and brought our portfolio for a personal appointment. RC spent A LOT of time with us going over our investments, and the first thing he noted was that our 401(k), where a majority of our retirement money is, was in HIGH RISK investments! He is very knowledgeable and it made us feel very safe to have an actual person we can speak to and get advice from.

I received a card from them in the mail wanting to give me a free meal somewhere addressed to a deadname. I would like to know how they got a name that has been dead for over 30 years. I wouldn't give these jokesters a $1 if they looked hungry and on the street.

have been to 3 seminars and very impressed with them. Giving serious thought to making an appointment - just haven't bitten the bullet. It's hard to know what to do.

I went to a seminar that was very informative. I made a appointment and ***** had paperwork ready for me to help with what we had discussed. I think Hybrid Financial has provided a excellent service for me, and done everything the promised, plus more.I really appreciate the extra events that Hybrid Financial holds for the existing clients.

I've had a professional business relationship with Hybrid Financial and *************************** for almost two years. All representations made by ***** have been fulfilled and satisfied. I have been treated with the utmost respect and kindness by ***** and the entire staff at Hybrid Financial from day one. I have invested in two different products during my tenure with ***** and both have performed excellently. As a guest during my first dinner seminar with Hybrid Financial and *****, he asked for any questions to please be held until the end when he would gladly answer them for you at your table. ***** did just that. Many of the potential questions could have been answered later in the presentation anyway, so the entire group was spared much delay without the distraction of questions during the presentation. Thanks *****. ***** also explained during the seminar that additional liquid financial resources would be necessary for unexpected expenses due to the time bound nature of the investment. Given that necessity, a prospective investor would be asked for some type of evidence of those resources during their first meeting. ***** would not be serving the prospects best interests by not obtaining this information. Thanks *****. I have not had any experience with Hybrid Financial or *************************** that would give me reasons to not continue our business relationship. In fact, I forsee new business opportunities with Hybrid and ***** in the future.

As someone who has worked with literally thousands of advisors over the course of my career, I get to know these people extremely well, and see how they operate with their clients in-person & behind the scenes. Someone will be hard pressed to find someone as ethical, straight-forward and transparent as Rocky is. And not only that, he has a genuine, big heart for his clients. He stands out among many of the top advisors I've worked with across the country and anyone would be lucky to work with him.

I was very impressed by Rockys seminar! He was very informative and go straight to the point. I will definitely take the time to meet with him and learn more.

I've attended Hybrid Fianacial's seminars twice, so I've heard their business plan, however, you'll hear them always say they don't want to be interrupted by questions. So, having several questions, I made an appointment with ****** It was evident when I first walked in his office he was not interested in dealing with anything other than his sales pitch. He did not offer to shake hands. I told him I had some questions and I told him how much I'd be interested in investing. But he skirted almost all my questions trying to go back to his sales pitch. I knew how much I was willing to invest, but he wouldn't let go of questions about my other assets. Then, all of a sudden, he said his product was not a fit for me and abruptly left the office, never to return. I wonder why he could not just address the questions I had? And why he was so rude.