I have been doing business with Equitable for 13 years and have had 2 advisors in that time. They…read moreboth did their best to help me and took care of me quickly and professionally. I have never had a problem with them not replying to an e-mail, phone call or in person request. I have never thought about moving my account to another company and often recommend them to my friends looking for this type of service.

The employees at this company are not very courteous and do not behave professionally towards you…read more They are ineffective and irresponsible. When I wanted to withdrawal my money, they kept saying they didn't have it and that another financial institution had it, "TCG." I would call TCG and they would say that they didn't have it and that Equitable had my money. This went on for several months! I had to complete their distribution forms, more than twice, because they couldn't find the forms. What in the world does this company actually do? They finally FedExed the check to TCG and sent me the proof, but they never admitted that they had my money the whole time and never apologized. During all those times I called, they refused to pass my case on to a supervisor, apparently one was never available. So, where was my money during the several months they were saying they didn't have it? What were they doing with my money from the time that they did suddenly found it and sent the check to TCG. They never apologized or accepted that they did have my money. I would avoid this company at all cost.

CHFG has been outstanding. Nathan and his team are always professional, thorough, and incredibly…read moreeasy to work with. Their financial expertise has made a huge difference in managing everything efficiently. Highly recommend their services.

Nice office very cozy Friendly staff…read moreWork station for customers Private rooms for meetings Conveniently downstairs from my apartments Free and plenty of parking Cute neighborhood branch

Rating on investment is a 5. Assistance in office and 24 hour representatives I give a zero.i…read morecalled the 24 hour representative number When I wanted to cash in my mother's shares .I would get different answer from different specialist when I called. . I needed to make a name change as she remarried . I was told I had to drive to Houston (3 hours away) to make my mother's name change, and bring her marriage license and her financial power of attorney as I had to start managing finances. In Houston 1 person was in the office. I gave him all the documents , he photocopied them but seemed a bit distracted talking to someone who was not a client and came to visit. He gave us a paper that needed to be notarized and gave us directions for a mailing, packaging center that had a notary public. I asked wasn't this something that could be done in office. He said it was a Friday and he was the only one in that day and was not a notary, which Schwab should have taken the time to make him one if he was going to be alone in the office . The office was very large so I can't imagine everyone took the day off at the same time but yes they did. Later on I sold shares and asked for the check to be mailed as I could not transfer it to her bank as it was not listed as a choice. No representative could figure out why OR talked to any supervisor to have their IT people look into it. I needed the money to pay her rent, a representative told me he could overnight the check even though it was a Friday. The next day check did not arrive, Monday it did not arrive. Finally Tuesday it arrived but with the wrong name ( we did make the name change). Of course the bank would not accept the check as her first name was the only match to her account.When I called the representative number they did not have the necessary paperwork for the name change... thanks Houston office that's why I drove 3 hours. I mailed in the information ( again) and turn around was 14 days. By that time I took money out of my personal account to cover her rent. The rep told me they would put a stop payment on the check with the wrong name. I went into the office thinking in person would help with this transaction. The man who assisted me was very courteous but said the amount he saw in the computer was not the same i quoted as her available monies for withdrawal. He said it showed money was taken out, the exact same amount as the wrong name check with the stop payment I received. I told him there was a stop payment which he did not see because the previous rep did not enter the phone call details I imagine.Luckily the check was in my wallet to show it had never been cashed otherwise she would have been out of $7,000 dollars. This front desk gentleman told me he could do a wire transfer which I agreed to. He kept telling me he wasn't familiar with the form and possibly it was not the correct form to use and wasn't sure if the transaction would go through. Again no one in the office to assist him with this question. At this time I felt this was a ploy from Schwab to keep me from getting the money for my mother, because so many wrong answers , poor attention to detail, personnel not knowing the correct form to use .. it was so frustrating!!! I did finally transfer money into another bank account of hers that was listed in the site . The rest Of her money still is in Charles Schwab because now I will just transfer it into another bank account then transfer again into the correct bank. So it seems everything is fine until you want to sell shares and get money.

I cannot recommend working with Terry and Grove Mortgage enough. He has put in countless hours…read moreworking with my wife and I, helping us with our first home purchase using the VA Loan. Terry is honest, kind, and extremely caring. Two months before we ended up signing a purchase agreement, Terry walked me through the process, the closing costs, the fees, line by line. Nothing is hidden, with Grove Mortgage. Our builder's lender gave us a worse rate with twice the amount of closing costs, mostly due to the builder's lender charging ridiculous origination fees, which Grove Mortgage does not do. I have been on numerous phone calls with Terry past 6:30 or 7 pm. He makes himself available, which is so important. Terry even saved us from some shadiness that was going on with our original realtor. He has made this process much more calm than I had ever imagined. Once again, I cannot recommend using Grove Mortgage enough, we truly feel like we have been treated like family.

I called to get more information about getting a home loan. Our situation is a little unique as I…read moreown a business but we could have easily received a loan based solely on my husband's income. The first call went well and they were interested in helping me. They were going to look into my self employment options and get back to me. I called back later that day with new information to give them to assist the process and I was sort of shuffled off the phone stating they would get back to me when they heard something. I explained it was urgent as we were moving very quickly. They said, no problem. They never called back. Very poor customer service. Well we got approved quickly with Academy Mortgage and they have been very attentive and have gone the extra mile to make sure we are getting the best available for us. Call your prospects back. You just lost out on a lot of money!

Our home builder had Legacy as their preferred mortgage lender. After a thorough search of several…read moreother lenders, we finally decided to go with Adam's team at Legacy. I worked with Jessica and was impressed with the friendly and efficient way she got our loan approved. She was excellent at keeping us informed of the status of our loan, as well as what information she needed to get the job done! In fact, everyone we dealt with at Legacy was friendly and responsive. Not only were the rates competitive, but the added incentives offered as the builder's preferred lender made the decision to go with Legacy an easy choice!

Very exceptional service . Transparent and very professional . I strongly recommend them to every…read moreone looking for financing a new home or refinancing an existing mortgage

Had a real estate dealing that this guy has no integrity and was not in compliance with contractual…read moreagreement. If I wasn't desperate I never would have done business with the dishonest person....beware he lacks a human conscience.

Definitely recommend Greg and everyone else at the office. I've been a client for over 13 years and…read morehe's very knowledgeable and helpful.

Being a Realtor for over 26 years I am very familiar with the mortgage lending industry and how…read moreloan officers should service their clients.  I have worked with Tyler Krug with Sente Mortgage for years and recommend him to my clients because he consistently does an excellent job in keeping me and my clients informed.  He knows his job and is the kind of loan officer who thinks outside the box to help his clients fulfill their dream of homeownership.  So, when the time came for me to refinance my own property I immediately contacted Tyler to help us.  The entire process was smooth and completely stress free and we closed quicker than I expected.  Since I now have not only experience from the business side but also a personal perspective I feel more confident than ever to recommend Tyler to any of my clients.   Thank you so much Tyler for a job well done,  Petra Richardson® Home Team of America

Tyler and Lauren made the tedious mortage approval process go smoothly. Lauren even caught a…read moremistake on my tax returns that I was able to correct via TurboTax. I received expert, patient advice every step of the way, and we closed on time without any issues.