As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

Great people, great service. Finally found a advisor I trust is looking out for my best interest!read more

KFG has been a great partner to my husband and me in our retirement. They are conscientious and…read morecaring, make you feel welcome and valued even if you don't have a great deal of money to invest. Each person in the group feels like a friend. And Annie is an added bonus! Carol & Chuck Tenorio

Genuine help on planning for retirement. Very realistic about reaching our goals and helped us find…read moreways to use money from different places to apply towards retirement as well. Very well-rounded approach to making sure all our needs will be met once we reach retirement!

Cameron Financial Service has been part of our Familrv for 20 - 25 years, their advice has always…read morebeen top notch. It has helped us out in retirement and now my Son is grown and is a part of this organization. Keep up the good work.

The absolute WORST banking experience I've had in 35 years of business…read more This bank nearly cost me a major contract. They claimed that Zelle transfers from my personal account to my business account somehow matched the amount I was wiring to a legitimate company in Orlando, and they treated it as suspicious. To make matters worse, their so-called fraud "expert," Sydney, had the audacity to refer to me as a "busy girl." I found that incredibly unprofessional and disrespectful. Without any warning or notice, they closed my account. I immediately went to Wells Fargo, opened a new business account in just a few minutes, and was back in business the same day. If you value your time, your business, and professional treatment, I would strongly recommend looking elsewhere.

Anti-military, pro-debanking…read more Would not set up a bank account on grounds of multiple addresses in their bullshIt system. This is due to 30 year career in the military moving every 2 to 3 years. Gave them all my information including balance on my bank account and they take it and won't open a simple banking account. F' 'em

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

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

Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After…read morediscussion, we jointly decided maybe we weren't a candidate for his services. He did confirm a couple of my ideas and also gave me a couple of really good suggestions as well as some direction on where to pursue more information. He did all this with open mind even though he wasn't going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help.

From the owner: Guardian Wells Financial rests its stability and relevant advice on the shoulders of experience and…read moreintegrity. Recognizing the need for clear, concise, understandable financial information, we started our own company with a mission to provide retirees and pre-retirees with sound financial advice and a sincere needs based approach to protecting assets with financial instruments. We look forward to the opportunity to provide you with excellent service!