Very helpful and patient when dealing with my precious mom. I greatly appreciate the…read moreprofessionalism and care shown to her.

They don't answer their phone. And, they have the most annoying background music. It says "your…read morecall is important". If that's the case why don't they answer the phone? While on hold, for over an hour, I have decided not to invest in Fidelity.

My husband and I transferred our accounts from Michigan to Alabama when we relocated here. His…read moreaccount was assigned to someone, and when I asked to be with the same adviser, Elaine, the office manager, said I could not, because you need to have a large amount of $$ to have that particular adviser. I told her but I have more money in my account than my husband... this didn't make any sense. This was at a Charles Schwab event, and I felt humiliated. I had never been treated like this in Michigan. I did get the same adviser, but our customer service was never up to par. Only my husband would get annual calls about his account, no one there would contact me. We have since transferred out accounts to another financial planner and we are through with Charles Schwab. I cannot advise anyone to use this firm.

The Birmingham branch of Charles Schwab offers helpful seminars, where they explain their views of…read morethe market, various products and who might benefit from them. Their suggestions have always had my best interest at heart. They also periodically offer a free "shredding" event where you can take large amounts of old papers to be safely disposed of. Even though I have a modest account, I have always been treated professionally and courteously by Elaine, Lynn and the other professionals at this branch (as well as the national 800 number). I have recommended the Birmingham branch of Schwab to family members and co-workers and they have all been pleased.

We love our advisor Josh Cothran. He just moved offices to this location from Liberty Park…read more The offices are nice like most financial buildings. they offer water and coffee. We have been with Ameriprise for years and our last advisor retired so we have been with Josh for almost 2 years. Come give him a try! He is full of energy -knows a lot- and most importantly our portfolio is doing well!!!

Outstanding experience meeting with the owner and staff. They put the investor first and include…read morethe client when any changes in portfolio that are being considered . Smart group of staff members ,with extensive investing backgrounds.

From the owner: Advocacy, Trust, Integrity and Commitment are the anchors by which our relationships are built…read more Working with our clients is a privilege that is never taken for granted. We challenge ourselves every day to protect the Fiduciaries utilizing our Retirement Plan Consulting Platform and to assist our clients in maximizing their investment returns within their corporate retirement plan, institutional and personal investment portfolios.

I highly recommend Barlow Wealth Advisory Group ! I had researched for several years trying to…read morefind my right fit. Joel Barlow is very accessible and responsive ! He advises and guides while giving pertinent information. I never feel forced or pressured into a decision; but always made to feel comfortable.

From the owner: We believe you deserve a life that feels meaningful and aligned with what matters most to you. That…read morebelief guides everything we do. As your primary point of contact, we simplify your financial life through an integrated approach to comprehensive wealth management and tax planning. Our goal is to help you use your resources as a tool to support the life you want—with clarity, confidence, and peace of mind.

If you're looking for someone to help you prepare for a worry-free retirement, look no further than…read moreSusan Sloan at Thrivent. Susan has a true gift for turning what can feel like an overwhelming or confusing process into something clear, calm, and even exciting. She takes the time to really listen, understand your goals, your values, and what retirement should look like for you. Her approach is personal, thoughtful, and always focused on long-term peace of mind rather than short-term gains. What I appreciate most is that Susan is down to earth and practical. She never makes you feel rushed or pressured. She educates, encourages, and walks alongside you to build a plan that fits your life. Susan genuinely wants to see her clients thrive in their retirement years, not just financially, but emotionally and spiritually too. Susan will help you feel more confident about your future. If you're hoping to retire well, and without worry. Susan is the advisor you want in your corner.