Emily in the branch was kind and helpful. She answered all of the questions I had and assisted me…read morewith my transaction.

I have had my investments with Fidelity for over 26 years.. During that time, I have only…read more been to a Fidelity office three times. Once was in New York to deposit a check, the other two times were at the Franklin TN office. After my experience dealing with Luke at the front counter in Franklin, I am ready to close my account. I needed to go to the Fidelity office to wire money to Mexico since I am planning to purchase property there. During my first visit, Luke acted like it was a big inconvenience to send the wire. Given the difficulty he was having, I sensed he did not do this often. I returned two weeks later to send money to a different account in Mexico that I would use to purchase the property when it was time to close on the deal. Unfortunately, Luke was still working the counter. This time, he made several odd remarks like : "How many accounts do you have in Mexico". Then he asked what the money was used for because "people" questioned him after the transaction. I said that I told you the purpose during my last visit. Then I asked what he said. He responded "To help a friend in Mexico pay bills". At this point, I was very upset and said no, it was to purchase property. He said, "we'll I didn't remember because I do a lot of wire transfers".. Really, based on his lack of competence, I would say he doesn't do many. I have received far better customer service at banks where I carry a fraction of the amount I have with Fidelity. I see no point doing business with a company that treats its customers so rudely.

When I first walked into Online Trading Academy, I didn't know what to expect. I was greeted with a…read morebunch of smiling and warming faces. After sitting through the half-day class, I learned that I didn't know much about the markets. This school really put it into perspective for me. I had no idea about most of the things that money managers do to cheat you out of money. After seeing how it works and learning a few other things I didn't know, I decided to come to the 3-day orientation. Wow!! Talk about not knowing anything. I thought I learned something from the half-day class, this 3-day orientation was a lot more. At this point I knew I had found something that not many people would come into contact with. Sure there are programs and other things you can do to learn about the markets, but none of those programs had an actual campus...and 48 of them worldwide. I decided this was for me and became a student. It has taught me so much about how the financial markets work and I now can say that I am a trader. Great education, great atmosphere, great instructors, and great people all around.

So, it goes like this... You listen to their weekly, uplifting (infomercial) radio show which…read moremotivates you to try the free one day class. You arrive and are greeted by warm, friendly "counselors" who make you and the other attendees feel like part of a wonderful family. The class is lead by a strong motivational speaker who tells stories of how he used to work for an investment firm that made its clients tons of money while at the same time, he was just getting by. He leaves the firm, signs up for an OTA course and bam, now he makes tons of money and has secured his family's legacy. No actual useful trading information is shared during the 6 hour class but it is motivational and fun and there are breaks and refreshments. Several hours before the class (infomercial) is over, a flyer is passed out which invites you to take the first step towards financial freedom by signing up for the three day class. The price is $300 but the speaker stresses that the fee is there to weed out the people who aren't serious and end up not showing up after reserving limited class space AND it's totally refundable if you ultimately decide not to sign up after the three days. Cool. Before attending the three day class, you fill out a questionnaire that details your goals and motivation o join OTA. Your counselor will call you a few days later to discuss this information with you. The three day class is lead by a wonderful motivational speaker who flew in from Los Angles. The guy is great. He's articulate, funny and certainly seems to be an investment expert as he explains and demonstrates the patented OTA method. He even trades live and makes money while allowing select students to help make decisions with his money. Was that real? There's no way to tell but again, it was fun, entertaining and motivating. The class breaks for the free included lunch (sub sandwiches) and students are called in for personal meetings with their counselors. The end of day one leaves you very motivated and though you can't pinpoint having gain any real knowledge about trading, you are confident and excited. The second day of the three day class is more of the same until mid day when a new flyer is passed out. This time it's serious. There are three packages for sale and the prices range from 22k to 59k. Soon after, students are pulled out of class for private, closed door discussions with their "counselors" who lean in pretty hard to obtain a down payment with the promise that if you lay down at least 1000 today, they can probably offer a "scholarship" which would reduce the cost a few k. I told my guy that I had planned to finish the three days before I committed to such an investment which did not go over well at all. He was visibly not happy with me. The rest of the day was pretty uncomfortable as signees we hailed and applauded and those who left were quietly termed "quitters". When the class was over my counselor called me into his office one more time. At this point I was so overwhelmed by the motivational peer pressure I conceded and handed over a thousand dollar down payment. The following morning I woke with a clear head and realizing that 22k (or even 17k with the so called scholarship) was an insane price for a 5 day... yeah, five day class so I drove to class early and told my guy I wasn't taking the course. He had the nerve to say, "okay... let me go get a quitter form." The "quitter" form was actually a refund form and to their credit, OTA did refund my entire $1300 after I returned all the classroom literature which was required. Later I did some research and found that their patented techniques aren't really that unique and there are plenty of educational videos and teachers who use the same basic principles. It's not magic and you don't have to lose $17k before you even make your first trade. Also there's no excuse for their peer pressure based sales technique to get your money. That is just creepy.

Very thorough and professional He explains everything to you…read moreand easy to understand language. I really appreciate his patience and answering all my questions.

It's sad to see that the reviews are amazing and with me I have been ignored , no responses as he…read moreamended 2 of my returns and filed 1 return with issues now resulting in me owing money. So I'm hoping that I don't have to go further into detail and giving this company one more chance to respond to me before I provide emails , text messages this has been going on for almost 3 years I can't move forward with my returns from 2022 2023 and 2024 becasue of this. It's sad it's heartbreaking and frustrating

Gary is the consummate professional. I have no question about his integrity, effort, work ethic, or…read moreresults. He goes above and beyond and cares about every person he works with/for. Trust me and stop looking for a Tax Adviser, he knows his business and does what he says he will do. Jonathan

The staff were very friendly. This doesnt make up for the fact that their website and apps are…read moreextremely difficult to use even for someone who is tech savvy, they also have alot of hidden fees like a 5$ external payment fees etc. Overall has been a n extremely negative experience. I am unable to add external payment methods for my loan even though there is a section to do it in the app it will not accept my debit cards. When attempting to do the "express pay" option (its anything but express) it requires a member number to perform (youd think that would be easy to find) which when you go to your account and actually find your member number guess what? It wont accept that number. It wont allow you to pair an external account with an account and routing number either. Do not finance through them.

Broke up with Bank of America today and set up new accounts here. Mia helped me and made it quick,…read moreeasy and painless. I appreciated her professional demeanor and kind attitude. I had a great experience overall!

Keith is very knowledgable and willing to share his expertise in a way you can understand. That…read morealong with his getting the job done is why I would use Keith again and again!

We weren't sure if our move to Franklin, TN was going to work. Between rising interest rates, the…read moretough market, and being self-employed, it felt daunting. Keith Collins and his team completely changed that for us. Keith took the time to really understand our situation, walked us through realistic options, and worked incredibly hard behind the scenes to make something happen that we truly didn't expect was possible. Communication was clear and honest, which made a stressful situation so much easier. We're grateful and will absolutely work with Keith Collins Mortgage again in the future. Highly recommend to anyone who thinks their situation might be "too complicated."

I found this business online and was treated rudely by David when I asked a few questions about…read morethe services provided. Not a great first impression, especially since I am considering moving to the area.

From the owner: Securities Offered Through LPL Financial. A Registered Investment Adviser. Member FINRA/SIPCread more

Very helpful! Calls are always on time. People are very friendly. Praying they can get things done…read morefor us.

I am sorry, they should be like lawyers & not get paid till you get your money. No one should ever…read moreget paid up front!!!