We started working with Alison earlier this year. My wife and I really appreciate her expertise and…read moreher proactive approach. Her fee structure is also very fair. I would highly recommend her as a financial advisor!

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

I'm thrilled with the service and attention to detail. It's…read morealways an uneasy change to make, transitioning from one financial adviser to another. However, Angelica went out of her way to make sure my questions were answered completely and thoroughly, while her team organized all the records for my keeping. I can't recommend Angelica enough - as a new client. Likewise, based on the references my friend gave, I can expect some healthy growth in my portfolio over the coming years. HIGHLY RECOMMEND!

Angelica Prescod is a class act.... at the very top of her field. I have been one of her clients…read morefor the past 5 years. She is extremely personable, engaged, and expertly knowledgeable; always going the extra mile in the best interests of my family. You can't ask for a more dedicated and skilled person to manage your portfolio. Looking forward to the years ahead.

Recently had the privilege of working with Rich and team on numerous insurance needs, and have…read morenothing but positive things to say. Rich worked with our schedules to provide quotes via email, and quickly shopped around for us to provide the best coverage. He provided clear explanations and documentation of the coverage and applicable discounts, and readily got us enrolled. Since we are relocating to the state and were unclear on the insurance differences in Arizona, it was great to have an advocate steering us quickly through the process. All around simple, no pressure process, with first class service from the team.

Widespread incompetence. Nice people, but they routinely fail to do their job. On two separate…read moreoccasions (2025 and around 2022), my homeowners insurance lapsed with no warning from them. I was willing to forgive it the first time, but not the second. Perhaps even more unbelievably, on both occasions I was the one who brought the lapse in coverage to their attention. While they apologized when this was brought to them, that does not make up for this level of ineptitude. Quite simply, they have no system in place to catch issues like this--something that should concern any potential customer, especially high-net-worth individuals.

We have been with RJP since 2018 after a seminar that opened our eyes to the seriousness of life…read morewithout a Trust. All personal have been there every time that we have had questions and were kind and helpful. We just left there after seeing probably the BEST advisor we have had the opportunity to meet, BRETT WOOD. My wife was loaded with questions about changes we needed. Brett was repectful, kind and knowledgeable. Brett took all the time my wife needed to get the questions answered and to the point that she understood. We left with our minds at ease and we felt cared for. THANK YOU BRETT!!!!!!

The estate planning process went well. Be prepared for your final meeting that pitch to sell you…read moreannuity is part of that meeting. They get commission for being servicing agent. Told we would meet avg twice a year regarding annuity. I called after year of hearing nothing left VM for serving agent. After 2 yrs of no contact regarding annuity , I requested removing that agent.

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!