I called Charles Schwab to get a Medallion Guarantee stamp for a document…read more No one answered. I was rerouted to the call center. I talked to Casey. After verifying my account, he sent a message to the office. I waited a week with no response. I went online and requested a medallion guarantee stamp on Tuesday. It's been 2 business days, I have not received a reply. It's not no one exists. I'll try walking into the office to see if I can get it done.

Came in with questions and Jack was really helpful. He stays informative and always answers my…read morequestions when I need assistance.

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.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I was so confused with which direction to invest to add better security my finances. I decided to…read morework with Michelle, and I realized she was so much more of an asset to me than I ever expected. She has me so much more confident in my financial decisions, especially when she is right there with me when I need to make them. I can definitely say that I am much better off with her than I was without her. I appreciate her so much, and I believe she would never steer anybody wrong. She's a very savvy lady when it comes to financial matters. Give her a call and see for yourself!

This place charges $100 consultation fee. This was quite a shock as I have worked with several…read moredifferent CPA firms over the past decade and have inquired and received consultations from many different CPA offices. I have never been charged a consultation fee from any of these places.

I called if I can get a consultation and the lady advised they are not taking new customers because…read morethey are busy season. If really busy, they should change the auto message and the website advising that.

dread carefully. similar to amway. look that up too!…read more they do more recruiting than anything. you can look it up to see others experience with this place. ive been there, so unless you dont mind what or who you sell to and who you make a profit from it. go for it. if you get recruited for this, look it up online first beforehand! and look up pyramid scheme while youre at it. basically do your homework.

All info from the business are lies, for example: How could the owner say it was established in…read more1991 when World Financial Group was officially started in 2001? Also, the people who are running this office, "the master of con man", his name is Simon, Not Steven. Not sure if Simon decided to change his name, or someone working under him decided to put the bogus info here. Shame on you! I know all these is because a few years back I joined this office to became an associate only to find out what scam artist this company is! They have been targeting new immigrants from China or Taiwan to lure them into this scam! Be careful with these people... Scam and shady are here together! To became an associate, they would promises richness, wealth, financial freedom, be your own boss, etc they even have pictures of mansions, fancy cars etc. but guess whats the fail rate?---- 90%! And basically you would have to pay to become an independent worker and bring more ppl into your downline. More people you bring in, more money you make. I had to quit due to severe stress and I really do not want to drag any of my friends or family into this anymore. I love money, but this is not the way I make money! To all the people who are reading this review: please do not get affiliated with WFG ever! All people working here are money suckers who will take all your money and give you promises they will never fulfill. Just do a simple Google "World Financial Group Scam" to find out more!

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Mike has done my taxes for 27 years. He is knowledgeable, professional and thorough. He is also…read moretrustworthy and very honest. He and his team make the tax preparation process easy.

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 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