Excellent service and their app is easy to use for buying and trading. Great customer service!read more

Not very helpful in trying to transfer another account over. Was told that I could do everything…read moreonline myself but if knew how I'd obviously do it on my own. I know that they need to cater to their wealthy clientele but it would be nice to get some attention to the less fortunate clientele. Considering that I have an account here for the past 5 years I've yet to get a courtesy call of any kind.

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 wish I could go beyond 5 stars - Deb Melvin has been incredible - not only is she fun to work…read morewith, she is insanely good at what she does. As a single mom, I can't say the stress relief that she brings to the table, knowing your financial future is in good hands. Look no further! And as if Deb isn't enough, Brad Carroll immediately builds the rapport and trust that's so often lacking in financial planning. His sincerity and feedback just ensures that you're in the right place, working with the right people. In my opinion, IAG Wealth Partners has no competition :)

There's been a recent commercial about people looking for financial advisors. The clients are…read moreseated with their credit scores or savings amounts (?) as necklaces. An advisor comes to the waiting room and looks around a bit for the next person to help and chooses the person with the highest numbers on their necklaces. This commercial reminded me of my experience at IAG. Of all the clients my advisor helped, I believe that I was "low man", the one with the least amount of money invested and probably the least amount of potential earnings for the future. While visits with my advisor were friendly and informative, I never developed a feeling of ease nor compassionate understanding on the part of my advisor regarding my situation. I don't know that I felt "heard". After a while of experiencing this, I needed some fresh air. I guess even the surroundings of finery and bling, in my opinion, were not very welcoming. Random pronouncements of Christian mission seemed incongruous with the advisor's attitude toward me.

I worked with Ameriprise advisors from 2005 to 2007. They did an o.k. job for me, but the cost was…read morefairly high for what they did. I have a small account (about $110k) and I didn't think that I received the service I should have gotten. Slow call back times, feeling rushed on the phone, etc. If it was just the mediocre service, I could understand that because I'm a small fish. If it was just the high cost, I could understand that because big companies can charge more. But the combo of high cost and mediocre service is what eventually drove me away.

Where to begin....my husband and I were referred to Michael Leist several years ago by a friend for…read moretax preparation. Michael was great to work, extremely knowledgeable, and personable. Also, the Leist Group sponsors a charity every tax season as a way of giving back to the community. We then enlisted Michael and his team to assist with our investments. The Leist group makes you feel valued, no matter how big or small your portfolio. When we moved to Texas, we continued to work with Michael on our financial needs. We are grateful for his guidance during the recent passing of our father - he took on the task of transitioning the accounts and made it very easy for us at a difficult time. We appreciate the Leist Group taking good care of us!

My husband and I have been going to Michael Leist, EA (which stands for "Enrolled Agent" - higher…read morethan a CPA) for tax preparation for several years. We thought we'd try him after receiving a postcard for a lower rate than the $250 we were paying to a local tax firm for simple household tax preparation. Turns out, Michael Leist caught errors THAT firm was making for years costing thousands!!! Michael was most helpful in correcting the errors, filed corrected returns with the State for a modest fee, and recouped us a lot of money! We were hooked and have been going ever since. Michael gets a kick out of working with clients towards goals and progress relative to tax effectiveness because he knows the rules so very well. Now we are doing some investing with Michael Leist and that is going very, very well also. We will be doing more this year and years to follow. We could not be happier with The Leist Group. Plus the staff is helpful, responsive, professional and nice on top of it all! Instead of dreading tax time, as in the past, we look forward to it. Oh, forgot to mention that Michael Leist is a Mensa member, yet you'd never know what a smartie he is because he loves to laugh and have fun!!! Great guy! Great company!