My husband and I met with Colin to review our portfolio and make sure we were on track for…read moreretirement. His knowledge and expertise were invaluable, and the process was both reassuring and informative. I would highly recommend his services to anyone interested in preparing for the future.

My husband and I needed financial counseling as we prepare for retirement. We knew we didn't want…read moresomeone seeking to sell us products, so we wanted a fully independent source. In under 6 months, Colin's plan has put us on a very comfortable path. With his guidance, we paid off debt, reallocated funds, and developed a more-than-adequate retirement budget. His insights were incredibly helpful and his step-by-step plan was easy to follow. In addition, Colin treated us with professionalism and compassion as well as humor. 10/10 HIGHLY RECOMMEND!

Peter is awesome, and I have recommended him to my family and friends. His recommendations are…read moresound, and have helped me save better. I have been impressed with what he has done with my portfolio. And he's a nice person :)

I think trustworthy and very responsive. I decided to discontinue after a year or so mainly because…read moreI couldn't view any changes/fluctuations online. Biggest factor in leaving was no communication on how funds were doing. Are they doing better, worse or the same as a non actively managed account? I never knew! The only regular updates I received were bills. In order to know any changes in your account you have to send an email and request specifically what you want. No regular, periodic emails sent showing status. Nope, just the bill. So I wish I could tell you if it was a benefit or not to have an actively managed account but I know less now on than I did previously. So overall kinda disappointing. I guess I assumed I would receive information on how my account was doing & hopefully better to justify the fee, but that just never happened. Nice and trustworthy guy but knowing how the account is doing is more important to me than having a 'nice guy' in my contact list. I'm honestly a bit bummed. The quest continues!

I had a time sensitive matter that I needed CPA advice on. Even though it was the weekend, Erik…read moreresponded within an hour, we were able to schedule an appointment same day, got some of my questions answered, then Erik sent me a follow up email the next morning (Sunday morning) with all the questions answered!! I greatly appreciate the timely and detailed response and customer follow up!!

Responded quickly and was very helpful when it came to explaining our situation to us better then…read morewe knew ourselves!

Jessica has been my financial advisor for the last five years and continues to be so. She is…read morealways available if I had any questions or need advice. She has advised me through many of my life's major transitions: Single Life, Married Life, Starting a Business, and Long Term Traveling. I met Jessica when I was single. I was financially unorganzied and only had a checking and savings account. With her help, she got my finances in order by diversifying my savings across many different products & platforms and helped me set up financial goals. When I got married, she helped me with the transition and guided us with merging our finances together (a daunting task for any couple, which made our lives easier). She helped advise us on some products that would benefit a married couple, made sure that we were financially secure, and offered advices on other areas that we should be concerned about. When I started a small consulting company, Jessica helped me with the finances of getting a new business off the ground. She created a business account for me and worked to diversify the business income and a retirement savings plan. Most importantly, Jessica's helped us plan out our year long travel/career break. She worked with us to make sure we were financially ready for us to quit our jobs and travel on our savings without depleting it completely. Jessica worked with us on establishing a budget and a stretch budget (since traveling long term is unlike traveling for vacations). She was alway available to us while we were on the road if we needed any information or to make a transfer of funds if we needed it. She was a great asset to have while we were on the road. It help us enjoy our travel with one less thing to worry about.

Jessica has been helping me with my finances for the past 3 months, and I am very happy with her…read moreservices! I was pretty intimidated with the idea of meeting with a financial planner, initially. In fact, I really didn't feel ready! I was pretty sure that I would want to have a lot more money in my bank accounts before "planning" would make any sense. Boy was I wrong! As Jessica helped me understand, it is important to plan from the beginning, even before you start making big investments or before your business takes off, so that you can build on a solid foundation. Jessica is easy to talk to, and helps me understand why what I do today is important for my future, and the future of my business. Now when I think about my finances, I don't immediately start having palpitations, because I know I have a plan in place and Jessica is helping me! I can rest easier. I highly recommend working with Jessica Merino, even before you think you are ready!

I've sent 7 folks to Kaplan after Rae got rid of my loans. 7 people she additionally wiped out…read moreloans for. $1.5M gone. Everyone is so happy and I'm glad Kaplan could help more than just me! The team is incredible. Thank you Kaplan!

Everyone I've corresponded with was helpful and professional. They helped navigate through student…read moreloan forgiveness and it worked!!! I received my email today!

Chris was wonderful to work with. He took the time to learn about me and my goals, and tailored his…read moreadvice to my situation. His fees are very reasonable compared to other quotes I received, and I feel that I got a lot of excellent guidance for the price.

Amazing experience!…read more My fiancé and I met with Chris to go over our financial situations and get a feel for how we are doing on our long-term goals. Chris was friendly, energetic and very knowledgable about everything we threw at him. He was great about pausing to make sure he'd answered all of our questions before he moved on. We spent a good amount of time looking through our retirement accounts, investments, savings, budgets, loans, and goals. Chris sat with us at a big, round table and wrote down tons of notes as we went. He walked us through his calculations for investments and pointed out some huge fees we could avoid. He found us savings and suggested we open a few new accounts to make our money work harder. He definitely did not push any product, company, or anything. He went so far as to tell us to come back to see him only for big financial events. I will be coming back, though! I walked out of the meeting feeling very happy. Chris was honest, helpful and thorough. I have a better grip on my financial standing and a solid plan for investing. Thanks, Chris!

This is actually a 5 NEGATIVE rating. IN SHORT- DON'T DO BUSINESS WITH A COMPANY THAT DOES NOT…read moreCARE. AND HOLDS YOU RESPONSIBLE FOR THEIR OWN ERRORS On Friday I got my final payroll check from the State. I went into the local branch to make the deposits to ensure there are no extended hold or hiccups. Before depositing, I asked the staff if there will be any hold on them. He CLEARLY informed me (and I have a witness as my partner was with me) that there will be no withholding and that the funds will be available Monday, 12/30. I logged in on Saturday and noticed that they withheld 90% of my deposits. I called their "LACK OF CUSTOMER SERVICE" number and was told that it would be an easy fix, but I have to wait till Monday because the department that handles state warrants (for payroll) is closed. But a staff can call the state to verify that the funds are good. Monday comes along and I called. This time I was told that after their research, it was determined that it was an error made by the branch. That they should have coded it as an exception and provide explanation that they were state warrants and not as checks. That the ONLY way to fix it would be to call the branch and explain to them. He offered to call the branch and explain to them how to properly code the deposits and asked that I wait on line. He came back and told me that the branch will not be open for another 30 minutes. That he will place good notes on the account, and if I were to call back in 30 minutes, the rep taking the call will be able to assist. I called back after 30 minutes and this time I stayed online with the rep for over 40 minutes waiting for the branch to pick up. So after discussing it with him, he suggested that I go into the branch in person as he is also at loss since no one is picking up the call. Very reluctantly I had to cancel my personal plans and drove to the branch. Got the same run around, "oh you have no appointment so I am going to place you on our list" - I explained to him that his back office tried called them and was placed on hold for over 40 minutes and his response was, "well it is year end and we are busy so no one it taking calls"!!!!! So I had no choice but waited as I needed my funds released to pay my bills. I waited for almost 30 minutes in the lobby, but nothing was happening and so I flagged down a staff and asked. He said, " oh I thought someone was helping you" then scoot back in and about 10 minutes later another rep came out. Took me to the room and gave me the bad news, that he is unable to assist, that the back office gave me bad information as there is no way for them to code any deposits as an exception. I asked why I was told that there would be no hold when I came in on Friday, and all he did was apologize and gave the fake show of concerns that, wished there was something he could have done. That the only way to code an exception is for a manager to do so, but there are no managers at the branch. Then he continued to insult me by explaining that Fidelity is not a bank (duh? like I did not know that , and he kept repeating it even after I informed him that I worked for other investment and brokerage firms in my past, plus I worked as a regulatory compliance consultant and know the difference) In frustration I walked out of the branch. I then called the "LACK OF CUSTOMER SERVICE" number again and tried to file a complaint, and although the rep was all sympathetic and all, he came back ultimately with the same answer. 1) I cannot file a complain unless I write it and 2) he explained why the hold was place. Fidelity as a firm has been hit with so many fraudulent deposits and as a result, management has decided that every customer is BAD. I have been with them for almost 20 years? Why I am being I punished for their prior poor deposit policy? WHY I am I held responsible for inaccurate disclosure by their branch staff? Finally why did it take speaking to 5 DIFFERENT rep before I was told the real reason why there is a 30 day hold on my checks?? WILL CLOSE MY ACCOUNT on 1/22/2025 when hold is off.

i've been investing with them for 30 years. I consider them the best financial institution to work…read morewith. thank you, Fidelity

No fee on any ATMs. What more do you want. Service is good. Usually not busy at the branch. They…read moredon't have many branches at all. Clean space, lots of windows.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

I've been working with Jason for a few years now and I'm very pleased. He gives great financial…read moredirection without being pushy; he is a master communicator; and aims to understand all the different aspects of your financial situation before recommending options. He keeps himself honest by offering a really easy to use app to track your positions and earnings results across all your accounts - no more guesswork. And the quarterly reports we receive help us to benchmark our historic success with Jason. I can also second the other review regarding Jason being a phenomenal advisor for younger professionals - he gives a personal touch that I don't think I'd receive with a more traditional/larger advisor. Because he's around my age and also lives in the city with similar family motivations, I really feel like he understands my goals and can understand my investment strategy. Can't recommend him enough.

Jason is an incredible financial advisor especially for people in their 20s and 30s who often get…read moreoverlooked by traditional advisors. From the very beginning he's treated my goals seriously and never made my wife and I feel "too small" for good advice. Whether it's a quick question about budgeting, job offers, planning to move homes, or bigger long-term strategies, he's always just a phone call or text away and quick to respond. It's rare to find someone who combines real expertise with genuine care, but Jason does both. If you're looking for a trusted partner who will meet you where you are and help you grow, Jason is the one to call.

I spoke with Mr. Ro a year or so ago and he was very helpful and knowledgeable. Unfortunately, I…read morewasn't positioned to afford his services and had splurged on the consult. This year, I decided to fully invest in professional services and officially set up a business so I reached out to him. Sadly, he said he was already booked up for the season. I am glad that he was upfront about that and isn't trying to overbook and under deliver. I appreciate his professionalism and will try to get my bid in early for next year.

I write this review on 4/19, with my taxes still not filed by John and no response to my emails…read more  Admittedly, I came to John with a mess of current and previous taxes. He accepted this mess graciously and I paid him $700 for his services. This was on February 15th. Since then, I have followed up with him several times over a span of several weeks, with a CC to his assistant, and have either received assurance that my taxes would be completed prior to the due date or simply no response at all.  I took a leap by trusting someone that I came across on the internet with good reviews but as I sit here filled with anxiety, I'm realizing that was a huge error in judgement.  Learn from my mistake and don't simply trust the good reviews. Do your homework and maybe stick with the larger corporations where you know the work will get done. UPDATE based on John's response: The dates provided by John are correct, however, they do not excuse an Accountant hired to complete taxes prior to the April 18th deadline failing to file said taxes. John, check your emails and you will see that all information, including the information you asked for most recently, was absolutely completed and uploaded to Dropbox. The fact that you are accepting no blame for not responding to multiple requests from a client in addition to not filing taxes by the due date is appalling considering that it's exactly what you were hired for. Regardless to any amount of refund, you didn't alert me to this until April 21st, three days after taxes were due and I had already told you that I was taking my services elsewhere. As mentioned in my final email to you, I strongly advise assessing your workload prior to accepting new clients. You knew exactly what you were agreeing to 2 months prior to the tax deadline and assured me that my taxes would be filed. Lastly, for anyone who has read this far. I am attaching a copy of John's list of excuses as to why the taxes weren't filed on time.