It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

I have been getting help from a financial advisor here for several months now and he's great!! (His…read morename is John). Schwab has many different investing options to choose from, and the advisors help you decide what to do at no charge! I have had a million questions, and I've been met with great patience and help. The front desk staff are polite and friendly.

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

Introduction: When…read moreyou just move here from West Coast, it can be a challenge trying to find someone you trust to do your taxes. I literally called 15 Tax advisors, until I got lucky and found Delisa. Customer Service: 5/5 Talking about the best service we've ever received, not just as a tax advisor, but in general. Delisa goes above and beyond for us, more importantly, flexible and super easy to work with. Knowledge: 5/5 There's a reason why I came back the second year and plan on using Delisa every year as our tax advisor as long as we live here. Obviously, Delisa is super knowledgeable with every aspect, but what's impressive is how current Delisa is in staying up to date with all the new laws, guidelines and rules. You can clearly see how genuine Delisa is when helping us. She gives you 110% of her attention. Furthermore, her attention to details is stunning. Price: 5/5 With the amount of work, details and service we got, the price becomes secondary. Office Cleanliness: 5/5 IMMACULATE! Even though there was three of us in the room, Delisa does not take any chances when we met in person. Delisa ensure that she met us at a larger conference room, so that we can comply and adhere to social distancing with ease. Tips: Once you give Delisa a chance, I am pretty certain she'll be your tax advisor next year and the next and the next.

I had the opportunity to speak with Ms. Corbett and she was AMAZING. She was very kind and patient…read morewith me, which I appreciated because I had a number of questions. She was very thorough, and was able to assist me in all my needs. I recommend that anyone needing assistance to give her.

Once one of there clients is deceased. Merrill Lynch will lie to you and make things as hard as…read morethey can to get your deceased family's assets. It's the worst experience i have ever had with any kind of investment company or bank. I might have spent more money on my Attorney's then what was in the account.

They charge for services that other places offer pro bono. They claim an advisor can provide some…read moredirection free of charge, only to have him try to sell his services without the dignity of explaining how he can help or what insight and qualifications he'd share with us. They lock us out of our account, claim we can rectify it by taking two forms of ID to a branch, then don't stand by their word. I hope they turn it around sooner than the've done for other reviewers. People deserve better.

Nesha went ABOVE & FAR BEYOND to help me with my business & personal taxes. She talked Mr through…read morewith step by step instructions. I needed an amendment done ASAP! she hopped right on. She explained where things went wrong with the previous preparer and helped retain a refund for the service. She truly cares, she took time out of day to help me understand thoroughly what was going on. She doesn't just say she cares... she shows it!!!!

I found this business on Yelp! Nesha is a beast with the tax information and financial planning…read more This isn't something she just picked up overnight. If you are in tax trouble, have business taxes that need to be filed or simply personal taxes, 360 Lifetime is the place to call. All my information is stored in a secure portal. All the messages are logged and stored. Nesha and Debbie as a team... I won't be going anywhere else for my tax business. Nesha is like finding a trusted mechanic. Once you find the right one, you don't even look anywhere else. She also has resources and connections that will probably benefit you beyond tax preparation. Don't hesitate, just call for her services.

As an Update to my previous review, with the President Margo Steinlage back, the attention to our…read more enrollment was done flawlessly, economically and "hand-holding" given the changes made. I have no outstanding issues and no hesitation to update my review to outstanding. Of course this is with her being present at the Agency.

From the owner: At Steinlage Insurance Agency, a local and family owned independent brokerage, we specialize in…read moreindividual health insurance and Medicare plans. Steinlage Insurance Agency is licensed with ALL Medicare Advantage Plans and most Part D, Dental, Vision, Hearing, and Medicare Supplement (Medigap) providers in the greater Saint Louis area as well as every ACA/Obamacare insurer. By remaining independent, Steinlage Insurance Agency can promote to its clients an array of plans through many carriers. We provide a neutral assessment of these plans and options to our clients continually leaving them with a plan tailored to their individual needs. Steinlage Insurance Agency prides itself on quality customer service and satisfaction. We represent you NOT an insurance provider.

Charles is a dishonest company that cheated me out of my retirement funds totaling $246,000. They…read morehave recently reached a settlement in a class action lawsuit involving millions of dollars, which was filed by previous TD AMERICAN clients who, like me, lost their investment savings due to short sales, reduced completion, and restricted trades. I highly recommend conducting extensive research and due diligence before investing your life savings with this unethical broker.

Schwab has proven to be more concerned with selling its advisory services than with providing…read moretimely investment guidance. I had been a Schwab private client but terminated that relationship due to lack of responsiveness and failure to provide proactive guidance from Schwab's team. Though Schwab gives lip-service to fiduciary responsibility it does not provide adequate supervision of its investment advisors, As such, it is easy for an advisor to male recommendations that are not suitable in light of evolving economic conditions and changing circumstances for individual clients.

Great service. The team at Dimov Tax Specialists has been helping me with all things tax-related…read morefor almost 10 years. They are friendly, efficient and make me feel very comfortable with the process. I feel very grateful to have them.

My 2025 taxes were genuinely complicated -- federal and Maryland state -- and I knew I was out of…read moremy depth trying to handle them on my own. George Dimov Tax Services made the whole process painless. Everything was done remotely: documents exchanged through a secure folder, no office visits required. My return was ready for review within a week, and both filings were e-filed and confirmed accepted shortly after. Communication was clear and responsive throughout. I felt the price was completely fair given the complexity. Five stars without hesitation.