Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

I've had my investments in Fidelity for several years and was managing my portfolio myself. I had…read morerecently retired and decided I needed someone to manage my retirement account which was substantial. I also wanted someone to help us decide if my wife could retire. We had preferred status with Fidelity. I went into this Fidelity to talk to one of the investors (Jay?). He looked over the Fidelity Online Planner which I had entered information beforehand. The Planner offered the basic scenarios and is not a reliable program to make retirement decisions. This investor looked at the Planner and said, "Well, according to this your wife should be able to retire." Huh? The guy never ran any other planning software to see if our investments were on track. He told me he would turn all my documents over to their investment team and he would call me back. I never heard from him and he never tried contacting me. I can understand if we were talking about a few thousand dollars and it wasn't worth his effort, but that wasn't the case. I have since moved/rolled all our investments into another investment firm, who by the way, said my wife should wait until next year to retire. If you use this Fidelity, expect bad service and keep an eye on what they do with YOUR money.

April isn't there any more and now it's all sales and no service. They talked us into an annuity…read moreonly to fudge the paperwork twice and decide the blow it off. Someone else got their commission. My first annuity has matured and I have yet to get them to confirm that they've processed the paperwork to start the income stream. You buy annuities for security and right now I'm not feeling very secure

Went to one of their many "Free Dinner" seminars in Sugarland, TX. several years ago. She talked up…read moreI think it was Blackrock and the excellent performance. Entrusted them with all our retirement benefits, savings etc. Shortly after signing up, this had been sold off and invested elsewhere. She said it was because they changed Brokers who did not deal with that. Fairly quickly realized that we were losing money consistently. Began digging through records and they were making excessive trades. Sometimes selling one quantity of a stock, then the same day, buying back another quantity of the same stock. I have since learned that this practice is called "Churning". Shortly after we moved everything to another firm and are very happy with the improvement. Be careful and do not trust anyone but the majors (Edward Jones, Schwab, etc.) with your retirement. That "Free Dinner" was not a benefit, nothing in life is free.

In our current economic situation, the majority of us are looking for ways to save money. Specially…read morein the banking industry. I was a personal banker with Chase in one of their Sugar Land branches. When I had to leave Chase due to health reasons, I looked for ways to save on fees. Online or virtual banks seemed like the right fit for me. I had seen this Charles Schwab location and walk in one day. I was told that the office was mainly for investment accounts but they did handle some aspects of retail banking here. Upon further discussion, the banker explained that I could open a brokerage account with $0.00. There was no obligation on my part to trade. I could open two interest bearing retail accounts, one checking and one savings. Opening deposit required; you guessed it, $0.00! I proceeded to open the three accounts after learning that my debit card would not incur any ATM fees. Any ATM around the world. Schwab Bank will credit ATM fees in a monthly settlement. Believe me I have withdrawn GBP in London and Euros in Paris as well as Rupees in Mumbai and Rajula, India. Bill pay is free of course. The bank will mail you free check books, deposit slips, prepaid mailing envelops and preprinted return address labels in case you use your own envelop. Sorry, no free USPS stamps. The bank has a toll free number that is answered by a human banker available 24 hours a day. I transferred my money from Chase and started real free banking.

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

After going to several enrolled agents and CPAs, my brother introduced to this office and I am very…read morehappy. I met with David to explain about my IRS problems. For some reasons, I was constantly getting letters from the IRS with an increase in my tax bills and errors with my returns. I did not know the reason for this. David assess my IRS correspondences and knew immediate the solutions. He gave me several options and was able to get my business straighten out with the IRS. I have not had any other issues with the IRS since. His office has been extremely helpful and all contacts were professional. David even assist me in restructuring my business to a Corp to Corp and saved me a reduction of half my tax bills. I am glad I finally found a CPA that I trust completely. And his advice and insight are invaluable in helping me understand all this confusing tax stuff.

I was looking for a new CPA and found David with his amazing staff. And Thank God for these Tax…read moreProfessionals! They make filling your taxes easy and the customer care from Wendy is caring and welcoming. Even though filing taxes can be stressful, these Professionals take that burden off of you! They are a True Blessing

Danielle has been my financial advisor for several years and will be for many many more! She is…read moregreat at what she does and always puts the clients best interest first! I highly recommend using her!

Danielle is so knowledgeable, helpful and has prepared us for our future! She listens intently to…read moremake sure that our goals are met and that our accounts reflect our future dreams! Highly recommend!

Brian has been very helpful in helping us decide where to put our funds. He asked questions to see…read morehow risk averse we were and made suggestions as to what he thought we should do. We are way ahead from where we started. Brian made great suggestions that have really increased.

Greetings everyone. I am a licensed CPA here in Sugar Land Texas and I rely on Sweetwater…read moreFinancial for wisdom and guidance in growing my investment and retirement accounts over the 20+ years that I have known them. Bryan and Mark and the staff truly care for the success of their clients and have been a tremendous help to me to achieve financial goals. Some of my clients also have Sweetwater Financial and have done well. Blessings to everyone and blessings to Sweetwater. Wm. Ford Taylor, CPA

I just got done with my Initial process. The representative was very great at communicating with…read moreme, as I was and nervous about settling my debt with moneymanagment.org my only concern was out of $3000. In debt over 48 months I would be charged $5664. Which is $2,664 would be given as a fee to used this service over time. My monthly charge would be 118 monthly. I hope the website will give me a little more defined definition on what truly I am paying for regarding what balances are going to be charged off. We shall see

Let me start by saying today started out grim and absolutely grey but after my session of economic…read moreresources and money management session with Damon I actually can say there is light at the end of my tunnel. He is such a breath of fresh air and not to mention so knowledgeable and resourceful as well. Thanks again for everything and I will definitely be passing on this resource to anyone in need.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

I did a lot of research and searching for someone to handle my retirement investments. I've met…read morewith my bank, Fidelity, another Edward Jones location, and a couple more financial groups. I found this Edward Jones the best for my investment needs. Mr. Hoegemeyer has exceeded all my expectations. He's very easy to talk to and has excellent knowledge with investments. I see him every 6 months just to update/tweek my holdings. I feel very comfortable and confident having him in charge of my retirement needs. I've been with him for about 8 years now.

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.