I'll keep this review fairly vague since personal finances are, welllll, personal. But wifey & I…read morewalked into Gould Financial/Northwestern Mutual completely uninformed and stressed. We were greeted with a warm smile, kind words and a cold beverage by Julie, the Operations Manager. Before long, we were welcomed into a conference room by Advisors Brady & Lucas. We got the overwhelming impression that these two gentlemen really wanted to help us. After listening carefully, they shared their knowledge, insight & considerable experience in crafting a plan to realize our goals. When I asked a question about something that was outside their expertise, they GOT AN ADJACENT EXPERT ON SPEAKERPHONE TO ANSWER US CONCISELY! The people at Northwestern Mutual seem to be committed to building relationships. And that in turn builds business. A very old-school approach nowadays, in my opinion. I 100% recommend them.

Unfortunately, I got stuck with this CU when my mortgage was sold. Nothing but issues from day one…read more After the first year the sent me a escrow refund. Only to come back the next month and send me a letter stating my mortgage payment was going up because the escrow was now too low. I didn't get the letter. The auto payment wasnt enough. So, they hit me with a $100+ late fee. No calls not communication other than mailing me a letter. This year they mailed my Homeowners insurance (new policy) to the wrong address. So, my policy was never renewed. Two more months and I'll be done with them for good.

I've been a member of Trumark for several years (from birth to now and I am 27-years-old). I have…read morenever been more frustrated with a bank's fraud detection, investigation, and prevention program. 1.) ATM limits are set in stone. If the bank is open and someone is on the phone and you're in front of an ATM that has no limit, you can withdraw as much as you'd like. You can't change your limit by default. 2.) Credit card disputes have to be handled through phone. You wait 30 days for a fraud investigation to complete and you have to sign a document. Capital One and TD are 1-2 weeks at most and no signature required. Disputes can be done online. Card can be canceled through simpler user interface 3.) The fraud detection system calls me for predictable/normal charges. Occasionally it does call me for vacation reservations which is good. It did not call me when two charges were made around the same time in King of Prussia, PA and in Ohio while I was away...and my card number was being used fraudulently... If you're okay with archaic online interface and low interest rates and a lack of benefits that the major banks offer, then go with this bank. I know I am switching when all of my ducks are in a row. I'd be interested to see management's intent to change-- but it seems non-existent and they seem unaware. Thanks.

Very professional office with an amazing staff always ready to help with questions or concernsread more

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Kevin Chou did my taxes for several years until I learned enough to try preparing them myself. He…read moreis professional and courteous; knowing that I was a freelancer, he told me about the SEP IRA, and he took the time to explain things like how deductions and business write-offs worked. This tax season, when I was extremely worried about my retirement plan contributions, Kevin talked with me by phone, answered my questions, and offered a possible solution. Thank you, Kevin!

He is charming when you first talk to him but then he is unable to calculate and file your taxes…read more He is either on drugs or has another occupation by which he does not have the time to do your taxes. His ineptitude will force you to file late, get penalties and in the end be forced to hire anothe accountant that can sort out Kevin's mess. PLEASE AVOID THIS INDIVIDUAL!!!

My wife and I have been clients of Roche Financial for almost 20 years. Rob and his team have a…read moreunique method of planning for retirement which includes growth without unnecessary risk. We have a jointly developed plan which is monitored frequently. Changes are discussed with us in advance. Roche focus' on keeping costs low which has a minimal effect on investment performance. This was all key for us as I wanted to retire early and provide for my wife and three kids (each are individual clients of Roche now that hey are adults with careers). The practice is highly professional, accessible and private which ads comfort for us with our most valuable assets.

From the owner: If You have questions - We have answers!…read more Roche Financial Partners is proud to introduce our Money Coach service. Your Money Coach will provide you counseling and coaching on all your important financial decisions. Sometimes all you need is a little help and direction. Don't do it alone, our expert Certified Financial Planner will be there for you when you need us. We will answer all your financial questions by email. Whether you are looking for investment advice, budgeting assistance, product information, retirement planning, insurance guidance, education planning, 401(k) recommendations or just a second opinion on an important financial decision we will be your guide. You don't make health decisions without insight from your doctor, neither should you make important wealth decisions without guidance from a Certified Financial Planner. Our Coach will be your guide, sitting on the same side of the table towards success. Let us help you make all the right financial decisions. Contact us to learn more.