Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

The customer service is super super super bad. They don't listen to the customer. They don't care…read moreabout customer service at all. They also engage in unfair business practices and lack integrity.

**WARNING* Avoid Fidelity like it is the plague! Fidelity Investments "Absolutely is NOT" a good…read moreplace to invest your money! I have had investment accounts Fidelity for nearly 40 years. In the past year and especially this year (2025) 100% of my calls have been answered by Fidelity representatives who have been unable to answer basic fundamental questions about their investment products or even navigate their website. It has been pathetic! Today, it was so bad, I had to ask to speak with a supervisor (Tiffany) who has been with Fidelity a whopping 4 years and who said my experience was unacceptable and said she will "provide coaching". I told Tiffany that their representatives don't need coaching, they need education on their products!! Tiffany didn't seem to grasp that it is her responsibility to make sure her people are proficient and competent in their products. Fidelity NO LONGER appreciate that knowledge is power and time is money. Fidelity has lost its core competency in customer service and they are not even aware of it. Exactly why Sears has disappeared...loss of focus on the customer AND the competition. CHARLES SCHWAB on the other hand is a Best in Class organization with knowledgeable, competent, and professional representatives delivering 100% great experience whenever I call. Schwab website is easy to navigate and use for a multitude of reasons and uses. I wanted to hold $ in different companies because it seemed prudent, BUT I am sick of the horrible service at Fidelity! I will be moving all of my Fidelity money to Schwab immediately.

I have Vault insurance as a homeowner. I've never made a claim for any insurance issue but had a…read morelittle disaster that required a claim. From the first day until the problem was mitigated it was a fantastic experience. If my experience is indicative of the way they handled everything I would recommend them to anyone. Wardell Johnson was attentive and professional above and beyond. Bravo Wardell and Vault.

Matthew and Doug have been handling my investments for almost 3 years now and they have been doing…read morea good job so far. Their fees are reasonable. I would say that they are honest people. I would recommend them.

Does not respect do not mail requests to stop their server-ending junk mail (in violation of…read morefederal law).

We thought we had a good understanding of our retirement plan, but working with Michael showed us…read moreboth what we the important gaps we hadn't considered. He helped turned everything into a clear, practical strategy that now gives us confidence about our future. Michael is incredibly easy to talk to and has a real gift for making easy to understand. Thanks to his guidance, we now know we can retire as planned. Michael is truly a five star professional, and we highly recommend him.

Had an excellent experience with Ashnil today. I got a loan with Salal as a preferred lender when I…read morepurchased a hot tub but have never visited a branch before today. The branch was inviting and Ashnil immediately stood up when I entered to assist. He was very knowledgeable, efficient, and friendly. I recommend!

I've been with this bank for too long- they are awful- always have been- they make horrible…read moremistakes mixing accounts, they don't have personnell there (since when does banking stop when someone is "at lunch"?). You can't do international wires from here. Customer service is absolutely horrible - ineffectual and unapologetic. If I didn't have such complicated accounts - I would leave.

There is another review that is not recommended but it should be- it's totally accurate! kevin is…read moreawesome! I am pretty happy with my service here! very professional and very efficient. I have personally referred several friends and family here! when i win the lottery, which will hopefully be soon, I will be headed right over to kevin for advice :)

I've been clients of Paul and Esther for the past 8 years, and it has been a beautiful and fruitful…read moreworking relationship. First, they always have my best interests as their priority. Hence, I trust them completely with helping me plan financially for the future, and ensure that I reach all my financial and professional goals. Their strategies may at first seem unorthodox to the conventional thinker, but it makes absolute sense when you are able to see how everything fits together. Next, their business model operates on having a continuous ongoing relationship with their clients, which I love. They make me feel like part of their family. We meet regularly at least a couple times a year, and they organize regular workshops regarding tax strategies, leveraging credit, etc. which I can attend to keep up with the latest developments. They are passionate about helping me keep and grow my hard-earned money, and I appreciate how much they care about me, not only as a client but as a person as well.

Paul and Esther have been awesome to work with and are really passionate about helping people! I…read moresigned up for a whole-life insurance policy a year ago with them and they spent a lot of time on the front end helping me understand the benefits of whole versus term life insurance and how I can use the whole-life policy as a really powerful financial tool. I love that my policy has reliable growth that I feel really comfortable with, and I know exactly what the minimum balance will be whenever I decide to retire, thanks to Paul and Esther's thorough review of my policy. They do annual in-person policy reviews so it's a really personal experience!