Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

I own life insurance and long term care with this company. The process to get the policies was…read morepretty seemless. Anytime I call, I get great service and the people are very kind. I was drawn to the company because of the lifetime coverage for long term care. There isn't another company that had that feature.

Don not, i repeat don not sign up for this... total scam...you'll pay over and over and they'll…read moregive you 30 dollars. This company should be held liable and shut down immediately. people don't do their due diligence, I made over 6 figures and they waited 4 months to pay out asking everything they needed almost making me go homeless. Then they paid finally and said 90% was overpaid cause they suck at their job. so now they want it back and I'll get like 500... don't give this scam any money.... if I was you I'd run as far away from scum like this

Thanks to Neal T, my search for financial guidance didn't take long. What might take long... my…read moresessions with Ryan Thomas because we've got some work to do. Uh huh. I wasn't quite sure where to look. I mean... most planners are interested in us investing with them to take a cut of it all. Hey, it makes sense. Then there's the guys that want us to buy their books first. That's just awkward and reminds me of the guy with the question marks on his suit. Then there's the seminar types, and then there's the less organized advice from friends, colleagues and such. The thing is... I'm super organized in a lot of my life, so why not have a very organized life with a financial adviser. What's really organized? Yelp. That's where I found my adviser. I went in for my first face-to-face, consultation, and it went like this: "Ryan, I've gotta be very honest here or we're not going to get anything accomplished. I've been very, very bad with money in the past." So, the first quarter of the meeting was seriously therapeutic: Ryan needs to know where I'm coming from, what I am now and where we can go. A seriously transparent meeting -- not just on my end. He was incredibly up front about what he does, why he does it and how and why he gets paid, which at the end of the day... makes a whole lotta sense to pay someone who as his assistant said: "Ryan will be like your family doctor, just with money." Whoa. In just the first hour he really was. I went in to the meeting mired in my difficult past with money. I left with a clear vision of what I need to do now and what I can do in the near and far future for short term stability and long term peaceful progress. I'm one quirky quirk when it comes to money and he handled it tremendously. I can't believe I'll say this, but: I really look forward to my next (already scheduled) meeting with my financial adviser. Cheers to you Ryan Thomas.

After a few aborted attempts to work with financial planners The Wife and I walked into Ryan…read moreThomas' Edward Jones office and never looked back. I have a generally unfavorable view of the financial sector of our economy so it helps to have someone as patient and sympathetic as Ryan to work with so that we can use the tools that we feel comfortable with to build our family's safety net.

Honest, prompt to answer your phone calls, wise investments trustworthy, sound advice My husband…read moreand I have used Greg for 14+years and have never had regrets. We have recommended him to family and friends. Sara and Bob McGinnis

Probably the most honest, personal broker I have found in my 18+ years of investing. If you are…read moreSMART ENOUGH to follow up on your investments, answer the phone when he calls and play an active roll in your money he is the best there is. Greg takes no BS and always tells me how things are. He has made me thousands of dollars over the last 9 years I have been with him and I wouldn't trust anyone else with my money. I've learned through the financial crisis with Greg that he doesn't always take the easy out. He does what's best for your money and if you put the faith in him long term he's always been right. When times were tough, Greg called me every day, he came to my house, and he made sure I understood exactly what was happening. Sure enough things got better and if it weren't for Greg I would have lost HUNDREDS of thousands of dollars. He's saved me retirement, my house and I can't say enough about how appreciative I am to have him as my broker.

I am a user of Wealth Trace's financial planning software and have used consultation sessions with…read moreDoug to fine tune and troubleshoot my various plans. The advice I received was so far superior to that of my financial planner that I ended that relationship and now rely solely on Wealth Trace and paid advice sessions.

I have used Wealthtrace for many years and I have been very satisfied with the capability and…read moreresults. I have also met with Doug to review my Wealthtrace inputs a number of times and have been very satisfied with his expertise and guidance, he is very professional and knowledgeable.

The year after I completed Sandler sales training with Matt, I doubled my income and paid off all…read moremy debts. That's not a coincidence. Before Sandler, I had no real sales system - just effort and instinct. Matt gave me a repeatable process I could actually execute. That's the difference between grinding and building. I've known Matt for over 20 years. I first met him as a trainer before he owned his franchise - and he was clearly the best in the room. We all hoped he'd be the one teaching on our training days. When he opened his own location, I followed him. That tells you something. If you're questioning whether Sandler is worth the investment, you're asking the wrong question. The right question is whether you can afford another year without a real system. I couldn't. -- Shane Nichols, President, Nichols & Associates

Matt Nettleton is world class at sales training…read more If you have a team that is struggling to get prospects and customers to call them back, no show on calls, or your close rate is lower than you feel it should be please invest in Sandler. Happy to talk about how it can help you, Matt Nettleton can put you in touch.

My best friend got married on the 5th floor terrace of the Regions Tower and it was beautiful! The…read moreowner of the 5th floor takes special care in making sure the bridal party and guests are comfortable all day/evening. They were easy to work with and very accommodating. The venue itself was gorgeous! The food for the meal was very tasty. I loved the way that the bride, groom, and 2 guests are invited to monthly menu tastings when preparing for their big day. Each month features a different salads, appetizers, and desserts. And guess what?! If you want to make a slight change to something you tried at a tasting for your menu, they have no problem with it! Example: we tried about a million "fancy" salads during the tastings, but my bestie wanted a simple caesar salad with capers--they agreed to it without a moments hesitation! I would highly recommend the Regions Tower 5th floor terrace if you're looking for a wedding venue with a nice view of downtown and people who will make sure you feel special on your big day!

On Thursdays, you can enjoy yourself on the rooftop. Live music, and 2 dj's played awesome sounds…read moreas we relaxed in the evening breeze. The drinks were reasonable, and the atmosphere was nice.

This is an inept off of kids who talk a big talk, push paper, and are babysat by an office manager…read morewho is in. I ways helpful. Every time you go in, they tell you to wait another week, for transactions to clear. After waiting from the beginner he end of the month and still no transaction , the claim they only file papers and all actual interactions need to be done on-line of via the phone. HEY FIDELITY, if you want to sale some money , fire all these people just sitting around with AI. It will be more effective for your customers and you can pass the savings on to your customers,

Not terribly impressed with the face-to-face customer service here. I had a better experience…read morecalling the 1-800 line and getting thorough explanations. I think there's a lot Fidelity can do to be more client friendly. I don't think they "care" unless you've got beaucoup dollars. So until I have more than $250k or so I seem to not matter. I've currently consolidated all of my accounts with Fidelity, since my employer's 401k management is through them. But, I've been way more impressed just meeting with folks from Edward Jones to Merrill Lynch.