Eric contacted us with a notification that my HB had close to $4 K sitting with CA State…read moreController's office. After I verified that this was legit, we filed paperwork with documentation required, including a letter to speed up our request. Fees were exactly what were quoted and although I figured we'd wait 6 months or more to hear back. Having filed mid August, my husband received the funds in full last week. I have full confidence that you will be pleased at the efficiency and ease with the whole process of claiming and receiving any and all unclaimed funds. This is a great company to work with! Quite refreshing these days!!!

Scam! Company somehow stole or came into possession of my personal information which was stolen and…read morenow this company is refusing to comply with my FCRA requests for MY data. I'll be making a police report and contacting the appropriate State and Federal regulatory agencies in the very near future to get these scammers shut down.

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

My husband and I invested $2100 with this person, he told us he would have everything ready in 45…read moredays that was November 2022, it's now July 2023! We have been so nice and patient with him but he doesn't have any dignity. We haven't received anything. I can't believe we got scammed! He won't give us our refund! This is not okay! Either give us our money or the give us the result! He is a scammer! Please don't go to him at all! He bought all of these other good reviews to make it look legit!

I am very upset with my business with shape my credit. I paid over $1500 for a certain score with…read moretradelines. Was informed would be a month process it was abot 3 months then I never got what I Paid for, I have tried to reach out and was told they would look into what happened yet i have received no response any longer. Im upset because the amount of money i paid and now i have a ghost number i could have paid $300 for I will have to contact a lawyer and just upset i have to do so many extra steps to get what i paid for sadly i just wanted to be able to do what i needed to get done the reason i got the cpn to begin with. Just be careful with amount of money that is being spent.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

Thai is awesome! He is extremely knowledgeable about general tax inquiries and tax strategy. He is…read morequick, succinct and to the point. He helped me file an amended return and helped me reclaim thousands of dollars. He is knowledgeable about tax filings as it relates to RSUs, stock options, and other stock elections. His office is located in a quiet neighborhood which made meeting him in person easy and simple.

I arrived at Charles Schwab & Co, Inc, 30 S. 1st St, Campbell location on Friday 12 Jun 2026. I…read morespoke to a clerk and informed him that I was there to make a stock trade. I gave the clerk my name and phone number. I informed him that at the corporate office, an agent named Heath would have called ahead to advise them that I was coming. THe clerk brazenly asked for my license as if I were a criminal. There were 5 people in line who asked to view their licenses. He began addressing another client while he was still talking with me, casting me aside. He made me wait for no apparent reason, even after telling me that they only had advisors and that stock trades could not be made. Very rude of him to begin speaking to another person in line. Racial profiling seems to still exist.

A great idea going to waste…read more I have been a client of Charles Schwab for over 50 years. In that time, I've been elevated to at least the first of their "Preferred Customer" tiers. So, I trade, pretty much every day. But there is one incredibly annoying aspect of Schwab that very well may push me to transfer my account. At the bottom of each account, there is a line item titled, "Cash & Cash Investments." This line is meaningless and could be easily replaced by two lines: "Year-to-Date Profits" and "Cash Immediately Available to Invest." I have, for more than a year, almost on a monthly basis, complained, because the confusion generated by "Cash & Cash Investments," leads me to believe I can buy stocks WITHOUT INCURRING MARGIN EXPENSE. Oh, I HAVE the money - in my interest bearing Schwab Money Market Account, but I need 24 hours to liquidate that into "Cash Immediately Available to Invest." And if I forget to do this, every day Schwab charges me an annoying interest fee. So much for client dissatisfaction. What about Schwab IGNORRING a profitable promotional tool. If, for instance, I see a stock I want to buy in a hurry, and I go to my account and see I have $46,000 cash immediately ready to invest, then I'd be much more likely to invest, than worry about a margin call and waiting until I can debug the meaningless line that has a totally erroneous and/or irrelevant amounts. And yet, for months, I have not been able to get anyone at Schwab to do something. Their "Priority Level" phone agents continually take notes on my complaint (they can actually read them back to me), but they cannot (or will not) give me an email or name of a person who can evaluate this suggestion. It's a dead-end. It's like you go to your banker and tell him he's got a bucket of cash behind his desk, and he's too lazy to go look for it. It's like McDonalds has a new product, that's cheaper and more profitable than a Big Mac, and they just don't bother to offer it. It's pure, arrogant, ignorant stupidity from a company I've trusted for 50 years, and maybe it's time to find another vendor! Hey, Fisher, hey Vanguard, hey Fidelity! I'm out here. Win me over. Maybe, I'm ready to walk. How about you?

Horrible customer service, and communication is non-resistant. There were problems with my…read moreroll-over from my 401k into another financial services company, and they never let me know there was an issue with the rollover. They don't accept an electronic signatures, and my funds sat there for weeks, delaying the withdrawal. I cannot recommend VOYA.

Worst customer service. Voya outsourced its support to an Indian call center. It takes weeks for…read morean answer if you get an answer at all. They close tickets without resolving issues. Its stupid.

Great job ! Great Knowledge!…read more Thank you for everythings you did for us in past 13 years .

A wonderful partner for all things tax related. I like that he's there for you all year, not just…read moreto file your taxes in spring. He communicates things clearly, and will take the time on the phone to chat things through and provide advice. I trust him and have recommended him to friends. Great job Bobby!

I've been a member at Mirastar for a while now, and overall it's been a great experience. The…read morefacilities are clean, well-maintained, and offer a wide variety of amenities that make it worth the membership. I really appreciate the relaxing atmosphere--it's a nice place to unwind and spend quality time with family and friends. The staff are generally friendly and helpful, and they do a good job keeping things organized even during busy times. I also like that there are plenty of activities and areas to explore, so it never feels boring. As a member, I do hope they continue improving consistency in service, especially during peak hours, but overall I'm happy with what Mirastar offers. It's definitely a solid spot if you're looking for a place to relax and enjoy good amenities. Would recommend, especially if you're considering becoming a member!

I have been a customer of Santa Clara FCU/Mirastar since 2011. I have been totally satisfied up…read moreuntil recently. Since the "rebranding " I have noticed subtle changes but until today I would have said very little changed. However my ATM card was hacked and the credit union refused to reverse the transaction. Citing reasons that are provably wrong that is timelines that indicate a human person never even looked at the transaction in question. As a result I can no longer recommend them to manage anyone's money. If you are a VTA employee find another institution.

Lina is something special…read more I first met Lina in 2012. I've grown my financial literacy a bit over the years. But I kid you not, that first 15 minute conversation with Lina changed my life. She is a brilliant, genuine, caring person bursting with insight about managing finances. Financial planning is life planning. What-are-your-deepest-hopes-and-dreams-planning. Oh yeah, she & her team file a heck of a tax return. At a certain point, it's not how much a 3rd-party tax preparer costs you -- it's about finding every dollar you're legally entitled to. LET'S ROCK TAX SEASON!

Lina's Tax Team is amazing! The team goes above and beyond in every way. We have so much trust and…read morerespect for them and HIGHLY RECOMMEND! Lina's team will go over everything with a fine-tooth comb and do it in a friendly and professional manner. We really appreciate and thank them during tax year and all year when we have questions or concerns. Lina's Tax Team is truly FABULOUS!