Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

First the disclaimer: The following review does not pertain to any particular local branch of…read moreFidelity Investments. However, because most review services insist that I choose one, I chose the one closest to home. But be advised, my review concerns the Fidelity Investments that one deals with whenever one is calling their phone lines to do business with the company as a whole. That said, I believe it should also be noted that the following review is, in fact, one that is based on many years and many experiences in doing business with them and in no way reflects merely a one-time happening. So, here goes, to anyone who cares to listen. My advice is this: Whatever you do, beware of Fidelity Investments! The reason is quite simple and straight forward: If you ever have an issue with them, and they are found to have made a mistake in their dealings with you, rest assured, they will first go through all the motions of a so-called "review," where they claim to examine all of the phone calls you have had with them that they insist are recorded. Then, just when they have you lulled into a false sense of security by insisting that they are so sorry for the inconvenience and that they will do everything necessary to rectify the error, they will next proceed to baffle you with their bullspit, they will razzle-dazzle you with their shell game tactics, and they will apologize some more for having made a mistake. In the end, however, they will not--I repeat--not provide a single amendment that costs them one thin dime. Instead, they will very politely explain to you, in the kind of convoluted terminology that only another financial advisor can decipher--something they are undoubtedly counting on--that, having looked into the matter in a more "in-depth" manner, there is nothing further that can be done and that there is actually no need to "rectify" anything at all, as things are exactly as they should be. Then they will politely apologize some more and offer their heartfelt condolences at how much they wish things could have worked out differently. But here is the kicker: When you ask them why they are apologizing while doing nothing to reverse the situation that they are apologizing for, that is when things start to get weird. Suddenly, the kindly agent gets very quiet and needs a lot more time to answer such questions. Then, just to clarify matters, you ask them the next obvious question: If you are apologizing for something over and over, does that not mean that you are, in fact, guilty of wrongdoing and should therefore make amends in accordance with your "heartfelt" apology. That, of course, as you can imagine, is when the very nice and composed agent suddenly gets very testy and informs you that they are just not going to go down "that" road. The decision they are informing you of has been handed down from On-High and there is simply nothing more that can be done. One last misbegotten apology is offered, then fade to black. And so goes the story--beginning, middle, and ... the end. You can stick the proverbial fork in, because you are done... So what is the moral of the story, after all, boys and girls? Well, if you work hard for your money and require it to take care of your loved ones, the moral, in a nutshell, is this: Investors beware, again I say--no, I scream at the top of my lungs--beware! Beware, unsuspecting ones! Enter at your own risk! And in writing this "somewhat lengthy" diatribe, I can only hope and pray that what Fidelity Investments thinks they got away with--thank God they will have to answer directly to Him someday for their duplicitous ways--might be stopped from ever happening again to anyone else. P.S. If truth were actually in advertising, Fidelity would have to change its name. Rather than be allowed to call themselves Fidelity Investments, they would be called Treachery Trading...

Quick and easy service. Ryan assisted me immediately as I walked in. It was very nice to have the…read morehelp. Nice and clean location with snacks and drinks provided if you need anything. Everyone was dressed in suits and business wear. Thanks Fidelity!

Previous representatives were knowledgeable and respected the fact that we preferred to use index…read morefunds. Current reps are pushy and spend lots of my time on wanting me to convert to managed funds. Most no longer have business degrees and have scripted sales pitches that consume our annual visit. Is the job description only sales? If so, I need to get out of Fidelity.

More than 5 stars! I highly recommend this tax accounting…read morefirm. They are extremely professional, deeply knowledgeable, and always responsive. Every time I reach out, they address my concerns promptly and clearly. Dana, in particular, is fantastic, she keeps her promises, offers straight-to-the-point advice, and truly goes the extra mile to help you.

Working with Dana has completely transformed how we view our business finances. Her attention to…read moredetail is unmatched; she is incredibly reliable and leaves absolutely no stone unturned. From providing expert guidance during audits to managing standard tax preparation, her proactive communication ensures we are never left in the dark. Thanks to her, our family business navigated through an audit smoothly, with no problems! What really sets Dana apart, though, is her demeanor. She is friendly and patient, bringing a sense of calm to high-stress financial situations that would otherwise feel overwhelming. If you want a brilliant, trustworthy CPA who treats your family business as a true partnership, I cannot recommend her highly enough!

I went in this morning to set up an account, and my mom also needed help transferring her existing…read moreaccounts. Mia S. was incredibly warm, patient, and thorough in walking us through the entire process. She was fully engaged and provided us with exceptional support throughout our visit. I would highly recommend Mia to anyone in need of accounting services.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews

would like to take a moment to write an honest, sincere, and genuine review about Second Chance…read moreFinancial. Back in 1998, when I was trying to purchase a house, I needed help repairing and improving my credit. That's when I met an incredible team at Second Chance Financial -- John, Karen, and Wayne. From the very beginning, they treated me with kindness, honesty, professionalism, and genuine care. Thanks to their help and guidance, I was able to buy my home back in 1998. Now, 28 years later, I find myself reaching out to them again for assistance, and to my surprise and gratitude, Karen and Wayne are still there. That alone says so much about the dignity, integrity, and stability of this company. It shows not only how they value their clients, but also how they treat and respect their employees. What always made them different is that they never treated me like "just another client." Over the years, they would occasionally call simply to check on me and see how I was doing. That level of humanity and compassion is very rare today. If anyone needs honest and trustworthy help with their credit, I truly recommend Second Chance Financial. These are good people who genuinely care about helping others rebuild and move forward in life. Thank you, Karen. Thank you, Wayne. And may God bless the memory of John, who is no longer with us. Your kindness and help will never be forgotten.

Second Chance has helped me and the clients that I have referred in helping them purchase a home…read more They have helped tremendously with our credit in resolving the issues. I highly recommend Second Chance.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

I saw some negative reviews given for this branch, so I just wanted to share my positive…read moreexperience. There is a gentleman by the name Sam, who is hands down the greatest most kind and empathetic human that has ever existed. He goes above and beyond to listen, provide solutions, and does so in a timely manner. Thank you Sam for all you do. Whether it's the quick visit, the sit down and talk about options or the quick bill pays he's there to help.

Most credit unions are already a better option than any bank, especially Citi bank. At SFCU, the…read morestaff and employees treat you with respect and dignity. They can empathize with you and the fianncial needs of the current economic times. Xochitl A. a quality environment designed for professionalism, and Robert G. did his best to make sure I did not take advantage of Credit Karma's predatory personal loans! I will always come here first before doing any major life/financial decisions. thank you