They was supposed to set me up as beneficiary to my mothers account and failed. When I went to make…read morea sale to collect some funds for other investment's they locked me out with restrictions on my account. made a big mistake hiring this firm. Do yourself a favor. Do not use these people.

My experience with their credit card has caused me to begin moving ALL of my money to Schwab. I had…read moreBadger Bobs replace three toilet valves in my bathrooms for $900. They have been back to my house three times and two of the three are still not functional. I reversed the credit card the first time and Badger Bobs came back and Temporarily fixed the issue. Now that two of the three are not working again, I went to reverse the charge again but the last rude, obnoxious Fidelity rep I talked to stated that Badger Bobs said the item was fixed and she would not help me at all. Fidelity has provided the WORST customer service I have ever received in my life. I immediately canceled the credit card and am in the process of moving my account balances to Schwab. I have been with Fidelity for over twenty years, but upon researching I have found that Schwab is the leading money management firm for personal investors. Anyone in Lakewood Ranch should take note of this!

In Sarasota Schwab Bianca is always ready to answer all our questions & guide us through our…read moretransactions. She is professional, patient & knowledgeable. We enjoy working with her!

I was told I would get assistance opening an inherited traditional and Roth IRA. I was "assisted"…read morein the lobby where I had to provide sensitive information. I saw the concerned look on the receptionists face and asked if there was something wrong as she looked up data. She said no that she was trying to read. When I tried to give history about what I needed she told me to not talk because she was talking. She kept asking me for emails and I was upset and couldn't find them. When I asked to see someone else she sat me down in the front lobby and got me a cup of coffe and went away with my paperwork and came back with instructions to go home and do my paperwork there. I checked afterward and found only one account. I conclude she simply got rid of me. I was very unhappy with this service and will take my inherited money out the first chance I get. Of course there is a charge for doing that. The advertisements that Charles Schwab offers high touch services are just ads

Safe haven for the coin novice…read more I inherited a bag full of silver coins of different nomination and age and not having any experience in the field of coin collection, it seemed like a daunting task to figure out how access the value. After a bit of searching and calling around we found ENC and connected with Anthony, owner of the store. We plunked down our bag of coins and Anthony was fantastic! He took us through the process and ended up spending hours with us patiently sorting through the coins, accessing each one and picking those out with greater value and together we made a detailed inventory. He treated us fairly and came up with good price and we walked out feeling great. I can highly recommend this business!

Nice people, nice store. but make sure your wallet is secured to your body. Over the phone they…read moregive you a quote and when you get to the store, the price seems to be about half of the quote.

Went to open up a new checking account for my personal use and my business. After having to make an…read moreappointment and not being accepted for walk-in, a customer service rep hung-up on me for no reason in front of the banker opening up the account after repeatedly talking through me and then they told me it would take 3 days to get a new password. Dont have time to inherit another problem.

The drive-through ATM machine is always out of cash and it is so aggravating. On occasion, I just…read morelike to go to my bank, go through the drive-through ATM and have access to my account and this branch is a problem.

Worst service I have ever received at any Chase bank. Completely unattended to guest, Baker skipped…read moreright over me in line when he could clearly see I have been waiting. Never going back to that branch ever again. Teller at the front was polite and nice

I never thought I would have to write a review on a bank. However, I was appalled at the lack of…read morecustomer service I received at this branch. I was cut in line because I was not a business customer, to add insult to injury a manager offered to take care of me at which time the teller said no I'll get to him. Obviously you failed getting to me in the first place. Good day yelpers stay clear of this branch

Steve, Karin, Tyler, Heather and Dana have always gone out of their way to make sure all of our…read morefinancial needs are met. We were fortunate to have found SRQ Wealth!

I've known Amy at SRQ Wealth for years, and while I'm not a client of the firm, I've greatly…read morebenefited from her advice, especially regarding the differences between Roth and traditional IRA savings, both for myself and now for my daughter, who is working full-time. Much of the insight she's shared comes from her deep experience at SRQ Wealth, and it's had a meaningful impact on how we approach long-term financial planning.