This is a general review for Merrill Lynch. HORRIBLE company. I initially joined through Bank of…read moreAmerica. I specifically asked if there were any associated account fees, and was told NO. I soon found this to be untrue when i was being charged regular $50 fees for not having enough in the account...which I also initially asked about. Several months later I called the customer service line twice in one day and was told two completely different answers. This company will take your money and lie to you. Save yourself from this company!!!

Would not recommend after meeting with Tara M. For my 2023…read moretax return Rose was great to work with, where she explained things in detail. Value was comparable to other accountants. Though I had many recommendations and referrals for other accountants, I chose to work with Rose because I chose to specifically support a woman and minority owned business. One piece of advice from Erin Benzakein from Floret about hiring a bookkeeper and accountant was that if you feel dumb or awful after meeting with either, then it's time for you to hire a new accountant/bookkeeper. I was having a hard time managing my own bookkeeping and was inquiring about this service. I met with Tara and she was condescending, defensive, and was gaslighting me when I started crying on the call after she went on a diatribe about the importance of bookkeeping. I also disagreed with her statement that "Bookkeeping is the backbone of your business." Unfortunately, Rose was also on the call and there wasn't any intervention. I would recommend Rose Brown only if you were just working with her and Darin, but would stay away if you are on a call with Tara.

Really skilled and professional. They know their stuff and very efficient. The woman I spoke with…read morewas extremely helpful and walked me through the process of getting my finances in order. They have all my trust and respect!

awful customer service very long wait times and was hung up on intentionally twice! due to the…read moredisrespectful attitude i'll be closing my account

Fidelity Investments may be the worst place to have your money invested. we have waited 6 weeks to…read moreget a disbursement of my moms fund after she passed away. every call they act like they care and tell you the paperwork is being promised. been told 7-10 days and called. told 23-48 hours and called 72 hours and told they are still waiting. thu have had the paperwork for over a month and are simply stalling to release funds. Consider other options when choosing an investment firm.

I wish I had checked the BBB before trusting TruMark. If I had, I would've seen that I'm not the…read morefirst person to lose money here and get shrugged off. My experience isn't unique it's part of a pattern. TruMark has shown a habit of not protecting customers' funds and not caring when serious harm is done. If you're considering banking here, check the BBB reviews first and ask yourself if you're willing to risk your life savings on a place that treats customers this way.

It took them ten days to return a call to open an account. Is this the way to do business?read more

For protection of your hard earned money do NOT invest with Aberdeen Funds. They loose accounts,…read moreaccount numbers, funds and then try to blame it on other fine financial institutions...everyone but themselves. I have been "fighting" with them since 2011 to no avail. Don't get involved. Take your money somewhere else!

I would give this fund less than a 1 star if possible. Companies that are dishonest in the small…read morethings are dishonest in the large things. I've had some of their funds in an IRA (all bad). But 1 particularly bad fund was in a regular account. After having it in for almost 13 years it still has less money in it that initially invested. For over a decade it has been under $1000. In all that time I had never been assessed a fee for having too little money in the account (their fault as well). So, out of the blue - and with NO warning, they slap on a fee for having too little money in it. They say it's in the prospective but that they have a right to waive it. So NOW, they slap it on after not doing so for a decade - but NOW cannot waive it??? All they're doing is taking advantage of investors. It's a way to place their losses on the back on lower income investors. I was happy to take my money out of their company but all they had to do was tell me before slapping on this fee. Stay away from dishonest companies such as this one - especially when it's about them handling your money.

Roffman Miller's employees are fiduciaries which is a plus in their industry…read more They give professional, personalized & friendly advice on investments & retirement planning. Whenever we call them for advice we get prompt responses. We have been with them for at least 20 years and highly recommend this wonderful wealth management firm.

I am a huge procrastinator on important things like having to refinance my home, because I feel…read morelike it is too overwhelming and time consuming. Enter: Ian Navoy... He made the process so smooth and easy, I forgot it was happening - it was like a background task. Ian was on top of everything from start to finish, I didn't have to worry about a single thing. I received email notifications when it was time to upload documents, all done online in a simple to use interface. He would call to make sure I understood what was happening every step of the way. Before I knew it, I was closing and it was finished. I even have some extra money in my pocket each month! I can't recommend Ian and Loan Depot enough - 5-star all the way.

What a relief when Ian was available to guide me through my first experience with home ownership. I…read morehad talked to a few "mortgage" people preciously and came to Ian looking for a can do attitude. It was reassuring when he responded quickly to my questions and submitting documents online made is smoother still. I'm hoping to work with him again soon :)