We were advised by the agent on the phone to visit our local Fidelity office, where we met with…read moreBrad Cunningham, Vice President. Unfortunately, the meeting was disappointing. He appeared inconvenienced by our appointment and provided only a minimal overview of information we were already familiar with. He also mentioned that he would email us additional information, but it has been over a week and we have not received anything.

DO NOT put your money here. I've been trying for a year to get my moms money after she passed and…read morethe have made me bend over backwards and after doing everything they asked they still won't give it me. And I'm listed as a beneficiary. Not to mention the people that deal with this aspect can only be communicated with via hand writing. No phone calls or emails.

This was the worst CPA that I have ever went to. The lady that did our return was flat out rude…read more She made audible sighs when we had some questions on the return that they prepared for us. Then after we paid them they never submitted our return. After more than a month, I called them asking about our return and they admitted their mistake. When I asked for a partial refund since they completely dropped the ball the receptionist said "Oh please I can only say that I'm sorry" Looks like next year we will either do our returns through TurboTax or go to a friendly H&R Block. At least they won't be outright rude

I had planned to do my own federal income tax returns this year (individual and business), but when…read moreTax Day arrived, I realized that I needed more than TurboTax. I needed some professional assistance. I filed for extensions and began looking for help. I called a firm that I had used two years ago, but they were too busy. A Google search gave me a couple of names, including Halloway and Associates. I made an appointment and was in their office the next day with my paperwork. The person that I worked with (Donna) was intelligent, professional, and courteous. Throughout the process, communication was very good. They let me know what additional info they needed from me, and they responded promptly to my emails and phone calls. Their fees were reasonable, and I was very pleased with their work!

Not to be confused with Mo Salah Financial Services, which has offices in Liverpool and Cairo. And…read moreAlexandria and on The Wirral. This Bank of America is a big Financial Services Center that also features Raymond James financial services and others, such as Selah and Mike Miller State Farm office, and while we are not fans of Bank of America at all, we do need new bank accounts, and it's right at the top of the list because my family banks here - and they were pretty friendly when we came here, we have to say. Definitely a lot of One Stop Shop about this place.

I've been with Selah for about 15 years. I found them through Dave Ramsey's website. After trying…read moreseveral other Financial Advisors, I was happy to find one that actually cared about my family and our financial future! I was fortunate to work directly with Sharon for many years, but as the business grew, I was assigned to Misty. Nobody likes change, but I gave Misty a chance and she is great! Selah looks at your whole picture, not just your financial side. My investments have done great under their care and I always feel welcome when I talk to them on the phone or visit their office. I would HIGHLY recommend them to anyone looking for a Financial Advisor!

I had a bad experience with this business/advisor. She advised to purchase Chevron when it had…read morefallen slightly from near peak. Now CVX is selling close to half it's peak price, even after selling assets is still falling, and may never recover. There is talk that CVX will stop paying its dividend now. I divorced Ed Jones, and I am holding hoping oil will go back up. Some experts say the PE values for big oil were too high and due to electric cars will never regain market. I don't believe this is true, and prices will go up when Saudi Arabia cuts production (if ever). Hopefully CVX will survive until then and I will recoup my loss. The lesson learned? DIY.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

although I was originally disappointed with the format at Schwab, it has improved as of late. As…read morefar as customer service, I have worked with Conor Price since the beginning. He has always been thoughtful, helpful and responsive to my needs. If there's a solution to an issue, he will fix it. It's nice to have a friendly advisor when you're dealing with your retirement funds.

Went in looking for a bilingual speaker because I was informed over the phone through customer care…read morewould be one but to my surprise the person who was there informed she only knew a little. She asked for my name and even tried picking me at it because part of it sounds like an English word. I was treated very poorly. She first told me she only knew a little Spanish but by the end of our conversations she was responding more and more in Spanish.