Been trying to get a copy of my tax returns for weeks and I am still waiting for them.read more

I scheduled an appointment at this company in order to get tax advice concerning draw-down of…read moreretirement money over the next 30 years. I'd been working with a Vanguard advisor since 2013, but they do recommend you also check with a CPA to determine how to best plan for tax efficiency year after year. I went to the appointment, was kept waiting a bit (no big deal) and once I was in the office this person (Tatyana) looked at my paperwork and started in on me with a very hard sell to get out of the market and let her manage my retirement. I said, "I just want some advice on managing my tax exposure on an annual basis". She said, "I have all of my clients out of the market" she showed me a chart of market trends since 1928 forward..."the market has risen ***% since blah blah blah. How long do you think that will go on????" You are not safe in the market, now. (Well, I've been through the 1999 crash, and fortunately was smart enough to balance my investments before the 2008 "great recession") Tatiyana's pronouncements are scare tactics to doubt what you know and your own investing knowledge and skills. She was not pleasant and was extremely arrogant. She told me to think about it, and come back in a week. I did not go back. Don't go unless you are a lamb wanting to be sheared/fleeced.

I also met with Invested to discuss my financial retirement and some other life events (kids and…read moreschool debt). They were great to work with and pretty easy to get set up. I especially like that they actually meet with you at least once a year to discuss things, as I never got that kind of interaction when I invested my money through a rollover 401 I had somewhere else. I did end up figuring out with them how to get more invested for my family and feel so much better about it all.

We had a consultation with Genti. It was superb! He really helped us gain a better understanding…read moreof our financial limitations and possibilities. Not only was the first consultation free, but also non judgmental and low pressure. He gave us a wealth of knowledge and tools to work towards our financial goals and even gave the child complementary popsicles! Genti clearly has a real passion for this work. We are extremely grateful and highly recommend him!

Jennifer DeLaRosa, her assistant, Laura Thompson, and the entire Jennifer DeLaRosa group are…read moreabsolutely fantastic to work with. Jennifer transcended from an agent to a friend to family over the last two years. We had the pleasure to work with Jennifer twice. She initially sold us our wonderful home 30 months earlier. We had a sudden job transfer and returned to Jennifer to sell our home based on the previous wonderful experience. They make you the priority. She genuinely cares about her clients, the community, and the neighborhoods she operates. The Jennifer DeLaRosa group is well versed in current market trends. They operate as a strong team to sell and buy quality homes. We listed our home, and within 72 hours, we had multiple offers that were well above the asking price. They handled market appraisal, listing, staging, offers, closing, and other associated tasks. Jennifer is an excellent negotiator with a very personalized touch. I highly recommend the Jennifer DeLaRosa group to anyone seeking to do any real estate transaction. I assure you that you will not find a more dedicated, professional, loyal, honest, forthright, and caring team. We will stay in contact with Jennifer and utilize her excellent skills upon our return to Howard County in the future. She is family now and forever.

BEWARE! This realtor is sneaky and adds a cancellation penalty for $1650!!!…read moreShe abandoned the sale of our home after 4days on the market then requested that amount to get out of contract with her! HUGE waste of time and money! There are so many great options out there this is NOT THE ONE!!

Have been with them since 1990. Back in the day they were fantastic. I'm not sure what's happening…read morelately. They somehow created an additional brokerage account with no rhyme or reason. I called them 3x and they said it was a computer glitch. Really, a compute glitch on its own creates a totally new account? They said they would remove it, that was back in October and its still there. Their new webpage absolutely sucks and has lost it's more useful features. I can no longer go back over my trades for the year and search on specific ticker symbols. Have to slog thru all trades and view them in time order. I've been slowly pulling my money out and putting it elsewhere. Very sad for this once prestigious firm.

I'm just gonna copy and paste the letter that I sent them so you all can see my experience. This is…read morethe worst company. I have been trying to track down my money for seven months and after inviting this letter, they apologized and said that there was a mistake, but it was quickly corrected, but I don't understand how it was corrected if I have a missing almost $2000 out there in the world. "I wanted to resolve an issue than has been very frustrating and gone on too long. I had an account through Pony Studios and I was told that the plan had stopped. I had my financial advisor reach out and get a check of the funds to roll over into another account. We got a check for $7,376.93. Months later I get a statement saying that I have a balance of $2,055.22. After I logging on and seeing this, I get an email a few days later with a document stating a bunch of fees and Termination of Employment that basically takes the fund to $0. I called TRowe only to be talked to rudely and basically yelled at and told that any accounts that were under $2,000 TRowe doesn't deal with, and they were transferred to some other bank (without me being notified or provided any account number) I was given a phone number to call someone in Utah about it?? This number has no answering message or info and just beeps. I have left a few voicemails. (If this number is even real) Now I have received a 1099R statement showing a rollover of 9,307. I never received that additional $1930.71 I have attached the screenshots of the info I am referencing. I don't even understand how any of this can be legal and I need this resolved ASAP. I want the $1930.71 to be returned to me I am beyond furious."

Harry Slade is a great guy, and Stacey is wonderful, too. I highly recommend Harry.read more

I love the fact that the bank offices in Giant Food stores have extended hours on most days that a…read moretraditional bank doesn't have. Very convenient for those who can't always go do banking between 9am-2pm. Employees are so helpful and very friendly. In almost three years with PNC I haven't had one complaint. Keep up the good work!