GREAT financial counseling here! Yes, they charge fees, but the knowledge that they're taking care…read moreof your investments in the best possible way is a HUGE anxiety reducer! And they're FIDUCIARY!!!

From the owner: Financial Planning, Wealth Management, RIA, Registered Investment Advisor, Peace Of Mind, Certified…read moreFinancial Planner, CFP

Frank helped us review and value a collection of coins that was passed on in the family. He was…read morevery patient and knowledgeable. We felt like we got a fair valuation and give this business a big thumbs up.

Robert was great to work with. He listened to my concerns about a coin and helped me resolve the…read moreissue. I really appreciated his willingness to help.

Fidelity Wealth Management is not worth the fees or the headache…read more I was charged 1.22% quarterly and promised a "designated advisor" for that fee, which is not correct. As a paying client of Wealth Management, you get a team email address and whoever is on the advisor's team will respond to your email or you can schedule a phone mtg via their calendar scheduling system. I never met my advisor in person (only via phone), he never put any effort into building a relationship with me, he talked down to me, negated anything I questioned especially when I wanted to learn why he was investing me the way he did, he basically churned my account each month for his own benefit (commission/bonus), etc. When I asked a simple question as to whether I should start a Roth at age 59, because I'd never done a Roth before, my advisor said I could start one or not and that it was really up to me. That was it. No discussion on pros/cons, tax implications, etc., nothing. I ended up asking the same question on the Bogleheads site and received lots of very helpful free advice regarding Roth and investing in general. Fidelity sent me a customer survey and when I responded that I really needed to educate myself better so I could manage my own investments, my Fidelity advisor called me up ranting & raving that my survey comment will affect HIS bonus, etc. If Fidelity doesn't want honest answers on their obviously non-confidential survey, perhaps they shouldn't send surveys to their clients? I scheduled a phone appointment with my advisor and received several text & email messages confirming the appointment. Then, I took time away from my job and sat on the phone for over 25 minutes and my advisor never dialed in. He completely blew off the mtg. After I called his office, I was informed that my advisor was no longer with the company and was pursuing opportunities outside of Fidelity. I asked when Fidelity was going to inform me of this because I had a scheduled phone mtg today and they said his exit was abrupt and it wasn't their fault because the scheduling system is tied directly to the advisor only. After paying $5,000 for less than 9 months with a bad Fidelity advisor, I terminated Wealth Management. When I emailed Fidelity Customer Service to file a formal complaint regarding my bad experience, I received a canned scripted email saying they investigated my complaint and the only thing they can offer me is a new Wealth Management advisor within the same office. No thank you. Fidelity accepts zero responsibility if you get stuck with a bad financial advisor.

I am a 3rd generation investor with Fidelity Investments and they have always been great. During…read morethe pandemic when many lost most of their funds at other places, I took a small dip then the way they handled my funds actually made me money, not lost it. I was better off thanks to fidelity. They always help me with a live person that addresses any concerns, and they assist with short and long term planning goals. Everyone is knowledgeable, professional, personable, and helpful.

Carol is the best! She is very professional and responsive and always takes the time to answer any…read morequestions I have. I was referred to her by a colleague and I highly recommend her!

Carol is extremely knowledgeable, thorough, friendly and professional. She saved us a ton of money…read moreon taxes we did wrong ourselves. I highly recommend hiring her.

We've had a great experience with Bob Hardcastle and Delta Investment Services over the course of…read moreseveral years. Great service you can trust, which is hard to come by. Highly recommend!

We moved all of our investments from the Mutual Fund Store to Delta Investment Services. I told…read moreMark that the primary reason we were moving our investments was because of the excessive "adviser" fees and shrinking investments. In other words, the Mutual Fund Store was making much more money that we were. So what does Mark do? He puts us in an annuity and does NOT tell us that there are quarterly "adviser" fees that total over $600 a year! Meanwhile, you guessed it, our initial investment has been steadily shrinking. Then when I asked for a meeting with his boss, Bob Hardcastle he set it up, But when we arrived to talk to Hardcastle, he wasn't there. Mark said "his wife is sick" but Mark didn't bother to call us to let us know. We never heard from Hardcastle. I would not recommend these people for investment advice. We pulled all of our investments except the annuity because we would have suffered a big financial penalty to do so. I have done much better managing our investments via Ameritrade without the excessive "adviser" fees.

We could have not asked for more from Erica and her team! My fiancé and I were looking for our…read morefirst home and did not know where to begin the search or what to do to buy a home. Erica took the time to patiently and clearly talk us through the process, get to know us on a professional and person level, and made the entire experience simple and enjoyable for both of us. Erica was able to take our descriptions of a dream home and find us several great options right away, She was constantly there to support and made us feel incredibly comfortable expressing our opinions as we began to see homes throughout the city and identify features we liked and did not like. Erica was always - and I mean ALWAYS - available when we needed her and was willing to communicate with us in a format and cadence we felt comfortable with. She made the experience simple and enjoyable - removing a lot of the stress/pain points I had expected to encounter through her calming demeanor and constant support. Most importantly - Erica gave us great trust in her ability to find us a home and negotiate a deal that benefited us. When we found the home we were willing to purchase she was creative in her approach for offers and saved my fiancé and I thousands of dollars compared to what we originally thought we would have needed to offer and spend. She had an incredible knowledge of the city, and incredible knowledge of how to negotiate to get us a great deal, and an incredible willingness to fight for us as her client. I could not recommend anyone more highly and would encourage everyone to work with Erica as you work to buy or sell your next property!

Erica and her team are fantastic! We've leveraged them for both buying and selling. She knows her…read morestuff, is very responsive and has great connections to other services as needed (lenders, repairs, inspections, etc.) We appreciated her help in ensuring the seller took care of things that weren't quite right on move in day and provided great guidance and advice in each of our transactions. We recommend her services every time we get the chance!

Moving to a new place is scary enough when you consider leaving everything you're familiar with…read morebehind. When you know your rent will double (if not triple!) and other things get more expensive, it makes the situation even more stressful. Before making any major decisions, I figured it best to have someone take a look at my finances. Wendy and i have known each other socially for a few years now and I knew she did something with money, stocks and helping people make more money. That's about it. Don't get me wrong, either, I don't have extra money to be putting into stocks right now. I just wanted someone who doesn't count on his/her fingers (like me!) to make sure that my updated budget seemed reasonable. She was kind enough to meet up with me over coffee and talk through my concerns about "movin' on up" to a bigger city. She busted out her financial calculator and went through all of the expected expenses and even suggested that I start saving more money as a "cash cushion" in case there were any unexpected emergencies far, far away from anyone I know. She also told me that I won't be allowed to buy clothes for awhile, but somehow I just can't stick to that rule. Guess that means I'll be eating hot dogs at home on Friday nights for awhile, huh? :) Really, it's not any financial planner's "job" to go through some sad-looking Excel spreadsheets and help you do basic math to figure out how much rent you'll be able to afford. But it was very kind of Wendy to do so and I appreciate the reassurance that everything is going to be OK. If you do have extra money to invest and want to work with someone who's savvy and trustworthy, give her a call! She'll gladly help you out!

I found them on the Internet and scheduled a meeting to review my tax returns from the prior years…read moreand talk to them about my current tax situation. I have always had my taxes done by a friend in Cleveland Oh, and just never took the time to find a new one. I scheduled through email and quickly got a response back. (I had emailed a couple places and this is the only one that actually returned my email) I scheduled a time and I think a week out to meet with them. When I arrived, I met with Nichole Thousand and we discussed my current situation and what she needed to take over my taxes and help me with other financial needs. I must say that I was very impressed and that she has made the transition very simple and easy and I feel full confidence in her services. Everyone I have met there has been extremely helpful and polite. If anyone still needs to get their taxes done, or needs advise for their business this is definitely a phone call you need make. Thanks Nicole!

I reached out to Matt on behalf of my mom who lives in Chesterfield…read more Matt was super responsive (same day!) even during tax season and really took care to answer my husband's and my questions and explain things thoroughly to us. He went above and beyond our expectations and we're so thankful for his help. We definitely recommend this firm!