Independent Agent! Easy to work with very professional and quick to clear up any mistakes or…read moreconfusion that you may have. I've been working with this agent for 10 months and everything has been fine.

This is the worst agent ever!! He never answers the phone, he is never in the office when you go by…read morethere, and he seemed to NOT be very knowledgeable about insurance at all!! There was a very nice and professional young lady that worked at the front desk but I was told by the barbers from the barber shop next door that she no longer worked there. They told me that since she had been gone the office is rarely open. Good for her! It seemed to me she was always running the place on her own!! I hope she opened her own office. Dennis lied to me about getting a discount on my premium then told me he would get back with me about it but never did. And I can't even reach anyone now. As soon as my renewal is up I will be switching companies!! Trust me stay away!

Mr Morris helped us set up an LLC. Super nice guy and the cost was very reasonable.read more

Excellent Attorney - Everett Morris I've been so happy to have help me with Mama' Estate and taxes…read more Mr. Morris has done outstanding legal work - answers every phone call and explains to me in terms I can understand.and gives awesome legal advice. I appreciate his kindness-Mr. Morris genuinely cares about his clients' best interest; he has helped me navigate this probate, estate situation and understands my emotional side of the loss of one's parent. I don't know how I could have survived this complex estate process without Mr. Morris's help and legal expertise. I highly recommend Mr. Morris for estate, financial planning and tax preparation -he's an IRS certified tax prepararer. I trust Mr. Morris and if you need legal or financial planning help, I encourage to call Everett Morris first.

This is hands down THE BEST tax company that I've ever used, I've been going to them for the past 7…read moreyears and Mr. English has been preparing my taxes every year. I have NEVER had any issues, I've only had a HUGE amount of success and I always get a nice LEGIT return! I would recommend them to any and everyone. Mrs. Gordon and the whole staff are so pleasant and kind. I will always be loyal to them with filing my taxes. THE BEST TAX SERVICE EVER!!!!!!!

Fantastic place to get your taxes done. He explains everything (in case you don't understand),…read moreextremely good customer service and they make you feel comfortable so the filing process isn't as stressful. Very informative and plenty of parking. We will be using them every time we need our taxes done!!! Thank you Charlie!!!

Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.

Thank you, thank you Bernice for finding the mistakes vita made in my tax form. You and Wendy have…read moregood customer service. I really appreciate it.

The New System, lack of emphanthy and communication for misleading your clients. This is going hurt…read moreHR block in general and Services provided. CORPORATE OFFICE Failed their line employees and customers. Customer service is very important when spending your money. You can at least try to go over the bare minimum instead of thinking people don't have other options. EMERALD ADVANACE Is only for people who file their taxes with HR block ONLY.