Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

McDonough Capital Management, and Ed and Shannon are wonderful to work with. Their investment…read morestrategy makes sense and we are reaping the benefits. They are excellent to work with. Their attention to their clients and to details as well as the big picture are outstanding.

The McDonough team did a thorough analysis to get me started with the right risk-level of…read moreinvestments. We didn't just dump money randomly into the market - they use a great methodology to target my investments. And they are available for routine reviews and updates. I'm pleased with the relationship and results.

Here is a professionally refined version of your statement for submission to the bank, with…read moreimproved clarity, tone, and structure while preserving your voice and emotional truth: Subject: How My Family Lost $6.5 Million in Property and Savings Due to Charles Schwab's Failure to Act My father, a Ph.D. in organic chemistry and former head of polymer research at Chevron, was a brilliant, humble man. He held over 280 American Chemical Society awards for his research. Despite his success, he remained modest--driving a 1972 Oldsmobile until 2004--and dedicated his life to providing stability for our family, especially for me, as I am autistic and have disabilities. He invested with Charles Schwab for decades, building several million dollars in savings and earning over $150,000 annually in interest. He never touched the principal except on two rare occasions. When funds were needed, he borrowed against our homes in Marin County or Lake Tahoe--sometimes up to $500,000--rather than withdraw from his investment portfolio. We didn't grow up wealthy. He purchased our family home in Marin for $22,000 and a small Donner Lake cabin for $12,000. By the time of his passing, these properties alone were worth nearly $3 million. He worked seven additional years past retirement to make sure I would be taken care of, setting up a trust in 2009 with Wells Fargo as trustee to ensure that I would be protected for life. But everything fell apart. As my father began showing signs of dementia, I noticed irregularities in his accounts. I reached out to those we trusted most--our longtime bookkeeper, his accountant, the Wells Fargo trust manager, and a supposed assistant. Instead of helping, they misled me. They lied, obstructed my efforts, rerouted documents, and manipulated records. It became clear that each of them had taken between $200,000 and over $1 million for themselves. This wasn't just theft. It was a coordinated effort to defraud us--conducted by people with insider access to our finances, mail, and trust accounts. More than $3.2 million was stolen directly from my father's Charles Schwab investment account--money he never used, money that was supposed to be my security for life. Worse, Charles Schwab's fraud department failed us. Agents like Rena Meinki and Don Woosley repeatedly stalled and delayed after we reported the suspicious activity. They assured us they were investigating, only to later claim that it was "too late" to recover the stolen funds. They knew my father never wrote checks from his Schwab account. He used Wells Fargo exclusively for disbursements. And yet, over 140 checks were processed through the Schwab account--most with no endorsements, no destinations, and no record of deposit. Many of these were entirely unauthorized. Because of this theft and inaction, we were forced to sell or lost nearly $6.5 million in property and lifetime savings. I lost my father, and I lost the life he worked so hard to protect for me. This was betrayal--not just by criminals, but by institutions entrusted to safeguard our legacy. My own life was deeply impacted. I had overcome addiction and, with the support of my family, went on to found one of the most successful yoga studios in the country. My sister and brother-in-law--then CEO of Reebok and co-founder of Ariat International--mentored me in that journey. But when this fraud occurred, I was misled at every turn. People I had helped for years--including a 20-year AA friend, Rachel Winer, and her associate Jacob Weiss, a repeat felon--turned out to be involved. That betrayal cut the deepest. In 2009, when my sister no longer wished to manage the family trust, my father asked me who I trusted. With legal counsel and mutual agreement, we appointed Wells Fargo Bank, where we had banked for years, to oversee the trust. That trust--and the entire legacy my father built--is now gone. I am speaking out because we need accountability. We need someone to care. Would you like this formatted as a PDF or turned into a formal complaint letter?

I wanted to get their free checking and broker account . I played the stock market while in…read morecollege, made some good money, back in the day. Too many glitches with their online software. Telephone customer service is hit or miss. I can do better going thru AARP or contacting the stock's directly. I may not be a high roller, but some penny stocks are a great value, and a good investment, and you don't have to go thru a big name broker, to get what you want.

Five Star review is not enough to describe Sparrow Wealth Management. When it comes to your…read moreretirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Cris is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him.

I am very grateful to Chris for helping my husband and I come up with a financial life plan that is…read moreempowering for both of us. When we went in to see Chris we had not been on the same page for some time regarding how much money to allocate towards retirement, paying off the house, emergency fund savings, vacation, etc. My husband has a much higher threshold for risk than I do. Chris was able to understand our differing needs and values and helped us creatively bridge the gaps necessary to come up with a solid plan that honors us both. Now we both have a lot more peace of mind about our future and as well as greater freedom to enjoy our money in the now.

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

people do not do bussiness with this company, went I told them to cancel my services they started…read moreto harassing me ,that I own then money and I just made a payment in December for 100$ and after they stop calling me, from my bank account they took my money without my permission and I reported to my bank and also file a complaint with consumer protection. don't do bussiness with this company, they rob your money from the bank account even i already paid them,they are scammer and thief....they don't want you to cancel the service, go and file a complaint with .www.dos.ny.gov/consumer protection 1800 697 1220 also you can complaint new york state attorney general 1809771 7755 don't let them get away with it, file a complaint, you can do it online or mail

Credit point 720 is just a texting business. They only call you when you want to cancel because no…read moreresults or communication with their customers. They have an F with the BBB ..ALSO CALL THE FTC AND MAKE A COMPLAINT WITH THEM ALSO

Fidelity has my brokerage and 401k firm for at least 15 years, and have helped me navigate through…read morethe craziness [both good and bad] of our ever-changing economy. The portfolio managers and the team of experts available are amazing. They seem to be well versed in wealth management and are always available to answer questions. Whether you are an independent investor or need planning, I highly recommend the multitude of services Fidelity makes for one's future.

I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.

I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

I stopped in one afternoon just to see what they might be able to offer me banking wise. Not…read morehaving the greatest credit will sometimes hold you back from obtaining a new account. I sat down with one of the reps Valerie and went over my information. She then took it into the branch managers office Belinda Cooper, who said to give me a shot. They are a small community bank from south Florida and an overall great group of people. So happy to be gaining the trust and warmth of a community bank!

I can't say enough about the people & service at City National Bank! Not only do they have…read morecompletely FREE business checking, including free checks, they provide over & above customer service. When I have a special need or request I can just call directly to the branch with confidence that it will be taken care of. There is no way I could ever get that kind of treatment at one of the monster banks. I HIGHLY recommend CNB to everyone looking for a great bank with great products & great people!