I have been with Schwab 35 yrs + and now have a problem they refuse to try to resolve, regarding a…read moredeath and trust. Local represtentives refuse to act and will Not discuss the problem But refer to Corp. offices and communication is almost non-existence. Had to involve Attorneys, looks like we are at an impasse. Communication is the KEY!

Late November 2025:…read more An amazing encounter with Sienna Bates helped us set up a high-value CD and a living trust brokerage. We have had retirement accounts with Charles Schwab for several years, and we find their staff to be knowledgeable, dedicated, and truthful. There are four 800 numbers that send you to a specific "trading desk" expert who will answer your questions, but does not sell you the investment. Sienna Bates goes well beyond these attributes, demonstrating persistence, empathy, and care.

Great meeting with Ryan discussing ideas moving forward after a big life change. I had a good plan…read morebut was delighted to get more ideas and options along with several introductions. Nothing like peace of mind. What the folks are saying in reviews about Ryan's likeability: they are 100% correct. Pleasure to meet with him. Recommend for anyone at any stage in life for help in figuring out things that are often way too complex.

Ryan handles all of our 401k accounts for the business. The…read moreplatform is very easy to use for changing contributions and even the allocation of the investments. He is always a fast response to an email or phone call away with any questions.

I went in to see my financial adviser (Keith Davis) to see how my money is doing. The office is…read morevery nice upon walking in and the receptionist is very welcoming even offering something to drink. I would definitely recommend Keith and RBC because thankfully my money is doing well! 2/18

My sister and I were listed as beneficiaries, including our full names, social security numbers and…read moreaddresses on a parent's accounts with Morgan Stanley. My dad's long time, 20 year, advisor is Bill Creekbaum. As long as you call Mr. Creekbalm to make investments he returns your calls and is as friendly as a used car sales person closing a big deal. God forbid your family member dies and you need help getting financial matters under control. It is coming up on 60 days. There seems to be no end in site to resolving the accounts with Morgan Stanley. God forbid don't get involved with them.

I wouldn't trust anyone else to do what GPS Wealth Advisors does. Mike Angier and his team of…read moreprofessionals at GPS are all incredibly knowledgeable, trust-worthy, kind and helpful. Every. Single. Person. Yolanda makes me feel like I am their most important client when I call. Emily remembers all the stories about my adventures and family. And Mike is the straightest shooter I could ever ask for when it comes to the (for me) very complex world of financial investment and advice. (And he's also a real Cool Cat). Whether your looking for a new partner to help you grow your retirement or this is your first time trusting anyone to help you figure this stuff out, I don't think you'll find anyone better than Mike and his team at GPS Wealth Advisors.

Jackie and the team are extremely professional and we have seen our investments flourish. They are…read morealways friendly, available and knowledgeable. I highly recommend GPS Wealth advisors.

I had recently listened to a Chris Abts' broadcast on TV about reducing taxes during retirement…read more(both my wife & myself have been retired for years) so I called Cornerstone to see if I could learn more. I told them I wasn't a client but asked if I could get more information as I had missed part of the braodcast. Their Marketing Director Nikki White invited me to come up and talk to Jeff Martin , one of their Financial Advisers, to analyze our situation during a free "Discovery" Session. I was instructed to complete a form that would give Jeff our financial picture and also to bring along our last 3 years of tax returns so he could best advise me. I double-checked again to make sure this was free and I was assured it was. When I arrived at their office I was greeted enthusiastically by their staff and then Jeff came out to meet me. Jeff spent over an hour going over our financials and tax returns and gave (again "gave" is the operant word since this was free) me great advice about upcoming tax law changes. Jeff is very knowledgable, professional, friendly, and pleasant. He listened patiently while I laid out our finances and only spoke for clarification. He then analyzed our situation and made some great suggestions. At then end of our time, I thanked him profusely and he assured me he was in this business to help people make good financial decisions and his reward was my thanks. Clearly Chris' management style & philosophy is evident all through the organization. What a wonderful & pleasant experience this was. If I was anywhere else in the stages of investing or planning for retirement, I would have signed up with this company. I highly recommend this firm.

I've invested with Cornerstone for a few years now. I like that there are no fancy market plays,…read morejust solid financial models. Even in this market, I feel comfortable with my investments with Cornerstone. Chris and staff are very friendly and knowledgeable. They take the time to explain the details of how your investments work. They also do a great job of job of helping you set up a retirement plan.

On time quality service, what they could not answer themselves they did not hesitate to get an…read moreexpert on the line to answer questions.

My payment was declined as another payment of a different company was processed. I then went on the…read moreFidelity website to pay my premium; their website was suffering technical issues and would only allow me to process a onetime payment, so I made the payment to relieve my monthly payment. Everyday since I paid my premium, Fidelity has attempted to recharge me for me an additional payment. I called and spoke with Lisa P5258 and Lori X4655 and both of them refused to fix the issue and said I was subject to change my payments to quarterly or pay an additional payment despite having already paid this months premium. All other times I've spoke with customer service agents, they have all been helpful. Lori and Lisa are two of the most unhelpful agents I have encountered. Why have a policy with an unhelpful agents?

This Reno office handles the brokerage account for a Genoa-based non-profit that I serve as…read moreTreasurer. Getting my name (and the accountant's name) on this account had to run through the Wells Fargo bureaucracy, but it seemed to be easier than my parallel efforts with another silo that handles our checking account. It also helps that I'm a Wells Fargo Advisor customer (at another branch) and my guy has been great in helping me out when needed. Now that I'm in a "run and maintain" mode, phone calls are returned and our accountant gets what she needs. And at least in today's stock market, returns are pretty good.

This place is great. I wouldn't recommend anywhere else to get your financial advisement. The…read morepeople are all extremely knowledgable and I have neve been lead astray here. If you're in the market for a financial advisor go here and ask for Dave Quinn!