Fidelity Office in Roseville - not good customer service experience. My wife and I went into…read moreFidelity Office in Roseville to move funds from an IRA into a cd in December 2025. The female employee that helped us was watching when I logged on to their computer and saw my password. So we needed to switch to another employee and change our password. We set-up 2 cd's and we always ask questions like: interest rate, length of cd, confirm non-callable, and if the cd pays interest monthly or at the end of the term. So the $80K cd we choose paid monthly however the maturity date was different monthly then the date the cd started. CD began on December 17, 2025 - so intuitively you would think on January 17, 2026 we would receive the first interest payment. That was not the case the first interest payment was not until February 1, 2026. This should have been communicated when we choose the cd.

Staff was very helpful and friendly. I like the free treats in the lobby. The gentleman at the…read morefront desk was nice and made an appointment for me. And I felt the gentleman who assisted me with my account was honest and kind.

My wife and I met with Liz to review our retirement goals, and our experience through this process…read morewas exceptional. We provided some initial information ahead of the meeting and she was very prepared to review our current portfolio, provide assessments and recommendations, and give a picture into our future. She came with a vast knowledge of different strategies and outlooks that we previously were unaware of. Also worked with us through our questions and had very good perspectives and pros/cons of different ideas. Super helpful and informative! Would definitely recommend to others looking for financial planning services!

Had her as a guest speaker. Learned a lot! She was engaging and very informative! Definitely…read morerecommend.

First time using FC360 this year for our tax preparation for both our individual and business. We…read morehave been very happy with them. Both Shane and Albina have been great to work with and are very responsive and friendly. Everything has been accurate and thorough. Our taxes were completed quickly and in a timely manner. Definitely looking forward to continuing to work with them going forward.

I highly recommend FC360 tax services to anyone looking. I was a lost and unsure about many things…read moreand Shane made everything so easy and always answers all my questions. The entire staff is always very friendly and helpful

Everyone I met at Peak Finacial was pleasant and very professional. Every aspect of my…read morecomprehensive retirement income plan was presented in easy to understand terms with graphs and computer screens. After every meeting my Wife and I fully understood what was being presented and why. Every question was answered fully along with all pros and cons considered before we made any decisions. There was never any pressure to make a commitment and I felt, if I had the inclination, I could have walked away at any time with a free retirement plan in hand. I did a lot of research online, on the radio, read books, and took classes from other fiduciaries. Peak financial is a top notch company. I hold Mr. Jim Files in the highest regard, he is a man of integrity and a professional.

My experience is good and I'm in the process of deciding it's a lot of information. I just received…read moremy binder and I have a lot to look at. They are very kind and respectful and have taken a lot of time with me.

Started with this company many years ago, truthful, straight forward and really listens to YOUR…read moreopinion. Never pressured into buying anything, always concern this my comfort level. Careful planning has made my IRA and personal accounts growing at a consistent rate without placing accounts in jeopardy of huge swings in value. Even in "bad" time it wasn't so bad. Much better choice for me as I actually have a real person to talk with instead of new advisor roulette from other firms.

Moving my money after 5 years. Poor advisors follow up and higher than average fees. I made this…read morechoice based on multiple interviews with CFA and being a passive investor. Nobody knows your money better than YOU! Your just paying for their South African Safari trips

This is my 2nd time. "Everything at the Online Trading…read moreAcademy is excellent. The staff and instructors are very professional and friendly. It is a very good learning experience. I would definitely recommend this course for anyone who wants to become a professional or part time trader." (Hank Sanders)

Deceitful. They get you in a room under the guise of "free class", to sell you information you can…read moreget for free. RED FLAG. Once I signed up for the free class, They would not stop calling me, and told me twice, that they had ordered me a new kindle fire. RED FLAG. They use it as a tool to help manipulate people into buying courses. They wanted to speak with me before I attend to feel out if I am someone they can manipulate. RED FLAG. I realized they are asking $300 for three days, or $22,000+ for a short class ( couple weeks I believe) .. RED FLAG. Initial feelings verified. When They called for the 5th time ( RED FLAG ) I called back to inquire about course charges / fees. This was the conversation. ATO: " hey, do you still want to attend the free class? ME: " sure, But I had some questions about the course's being sold. I heard about a $300, 3 day class, or a $22,000 course being pushed heavy at this free class and I read many reviews bringing this up so I wanted to know if.....- He cuts me off quickly mid sentence and says. " Thank you , have a nice day! " then hangs up on me. Need I say more? They just want your money as usual. The " free class " is to gather and spread a positive mood /mind set , so that you are very open to suggestion and easy to manipulate. This is basic corporate mind game strategy. Companies do this all the time to get people's money and new recruits. I might not have wrote this review if they didn't rudely hang up on me simply because I was asking about the fee's for the course they offer. SO , thanks ATO. I'm glad you pushed me to warn everyone I know about your deceitful business practices..

Just got off the phone with some guy at Schwab in Texas. Refused to answer a simple question and…read morehung up on me. Will be looking somewhere else to invest

Trying to make money with investments is the purpose of investing. However.... not here, anyway!!!…read moreGavin was very uneasy trying to say that I'm too poor for his minimum financial threshold. He never even asked me what my financial investment intent was (I guess because I used the term "a little here/a little there and I'm looking to consolidate); but, he made it clear that he only works with investors with $250,000 or more. Then, do your job Gavin! If your client does not have that, help them achieve that goal. How insulting and rude to dismiss without even knowing any financial facts. If a client is below "your means", DO NOT deflect them onto another employee without meeting them first. Getting them in the door is half the battle...then, at that time, it can be discussed what's most beneficial for the client. How does he know what one has or doesn't have without meeting first? He was very quick to say, "I'll have Abe/Abraham (?) contact you" NOPE! Do not pass my info onto another. This is an awful way to conduct business. Oh, and for the investor friends that I know that are with Charles Schwab....I will send this review to them directly. Yet, they promote otherwise....see photo!!!

Dan has been very great to work with. He explained everything well and we trust him fully. He makes…read morehimself available to answer any questions we have. 100% recommend!

Danny is very easy to work with and always available with any questions I have! He helped me…read morethrough the process and explained everything in detail! I would highly recommend him to help you with any financial questions and needs you have!!