This is a general review for Merrill Lynch. HORRIBLE company. I initially joined through Bank of…read moreAmerica. I specifically asked if there were any associated account fees, and was told NO. I soon found this to be untrue when i was being charged regular $50 fees for not having enough in the account...which I also initially asked about. Several months later I called the customer service line twice in one day and was told two completely different answers. This company will take your money and lie to you. Save yourself from this company!!!

Nothing but excellent service. Always prefer to go into this branch rather than call. Great…read morechecking account with no atm fees

Always very responsive. Web site easy to use as are reports easy to understand. I highly recommend…read morethem.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

awful customer service very long wait times and was hung up on intentionally twice! due to the…read moredisrespectful attitude i'll be closing my account

Fidelity Investments may be the worst place to have your money invested. we have waited 6 weeks to…read moreget a disbursement of my moms fund after she passed away. every call they act like they care and tell you the paperwork is being promised. been told 7-10 days and called. told 23-48 hours and called 72 hours and told they are still waiting. thu have had the paperwork for over a month and are simply stalling to release funds. Consider other options when choosing an investment firm.

I wish I had checked the BBB before trusting TruMark. If I had, I would've seen that I'm not the…read morefirst person to lose money here and get shrugged off. My experience isn't unique it's part of a pattern. TruMark has shown a habit of not protecting customers' funds and not caring when serious harm is done. If you're considering banking here, check the BBB reviews first and ask yourself if you're willing to risk your life savings on a place that treats customers this way.

It took them ten days to return a call to open an account. Is this the way to do business?read more

Roffman Miller's employees are fiduciaries which is a plus in their industry…read more They give professional, personalized & friendly advice on investments & retirement planning. Whenever we call them for advice we get prompt responses. We have been with them for at least 20 years and highly recommend this wonderful wealth management firm.

I am a huge procrastinator on important things like having to refinance my home, because I feel…read morelike it is too overwhelming and time consuming. Enter: Ian Navoy... He made the process so smooth and easy, I forgot it was happening - it was like a background task. Ian was on top of everything from start to finish, I didn't have to worry about a single thing. I received email notifications when it was time to upload documents, all done online in a simple to use interface. He would call to make sure I understood what was happening every step of the way. Before I knew it, I was closing and it was finished. I even have some extra money in my pocket each month! I can't recommend Ian and Loan Depot enough - 5-star all the way.

What a relief when Ian was available to guide me through my first experience with home ownership. I…read morehad talked to a few "mortgage" people preciously and came to Ian looking for a can do attitude. It was reassuring when he responded quickly to my questions and submitting documents online made is smoother still. I'm hoping to work with him again soon :)