Representatives are incompetent and impossible to reach them on the phone. They made mistakes and…read moreit is our issue to resolve- but good luck reaching any of them.

So far finding the office staff to be a bit over the line of acceptable corporate grade…read moreincompetence. Details would for some reason feel unnecessarily inflammatory. I'm holding off making a final judgment please share your experiences with this and other branches.

Wow free seminar very informative and financial advisors have great advice and insight. Love this…read morecompany I have been with them since 1997 and my retirement money has grown significantly and still learning thanks to Etrades online learning on investing options. Everyone should have an Etrade account!!

I was tired of working with big banks where i need to online to book an appoitment. Like a very…read morebusy doctor sometimes my appoinmets are weeks in advance. I started working with Prato capital and all i can see is immediate respose and good knowledge and advise. This service gives me a better appreciation and sence of credibility. As for banks i realize smaller and better works best for me. Great bank. Great people and great returns on investment portfolio !

From the owner: Prato Capital is an Independent, Fee-only Registered Invesment Advisor(RIA)…read moreWe specialize in detailed financial planning, investment management and retirement planning solutions for individuals, families and small to mid-size businesses

Diversified is a terrible retirement planning solutions provider. They have ridiculously poor…read morecustomer service and communication skills in general. I've worked with Charles Schwab and other investment companies in the financial services industry, and the communication and follow through have been excellent. My poor experience with Diversified came when I tried to cash out some investments. I told the person on the phone that time was of the essence. He instructed me that my fastest turnaround would be if I followed their instructions for doing Direct Deposit into my account. I followed their instructions to a T, and the transaction somehow failed. Only, Diversified didn't bother to communicate to me that it had failed. Rather than looking for some quicker alternative knowing that I had requested that this be handled quickly, they just decided to put a check in the mail without communicating anything to me. I wasn't even where they mailed my check to, so that only prolonged the time to get the money into my account. When I called back to find out the status of my funds and became aware that a check had been mailed, I asked them why they had not communicated anything to me, and all the guy on the phone would tell me was that they "don't communicate with clients about direct deposits." I said, "Fine, don't communicate with me about a direct deposit, tell me you're mailing me a check. Tell me what the next fastest alternative to a direct deposit is. Tell me anything, so I know what's going on." These people are idiots. Do you want to trust someone who can communicate about a simple transaction with your life savings? Do you want to deal with these kind of headaches?