Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

I was very disappointed in this service. Paid over 1K for a fee-for-service financial advising that…read moreI requested should also include assistance with budgeting. One year out I never actually received any type of paperwork with a financial plan. Yes, he did return emails and was willing to make many appointments to speak via zoom, but in those conversations he gave very generic advice about diversification and investing in retirement, etc etc -- the type of advice you could read off any generic website with absolutely no insight into my actual situation despite my giving him access to all of my financial information. The only specific advice I ever got was to move my retirement account under his management where he charged 1.4%. Very dissapointing.

Connor Whitcomb is absolutely amazing. I have dealt with a number of brokerages over the years and…read morehave found them lacking. Not so with Fidelity Investments in Bethesda. Entering retirement is a different ball of wax, and Connor Whitcomb has spent time with us on numerous occasions to advise and educate us. Connor is patient, kind and insightful. We visited him today for our beginning of the year update, and we changed much of our retirement strategy. We are so relieved and confident to have found Connor. He treats us as if we are his only client and always has enough time for us and our "endless" questions. Not all branches are as professional and knowledgeable as the Bethesda Branch. We feel very fortunate and secure with Bethesda's Fidelity Investments and Connor Whitcomb!

Terrible! Set up…read moreannuities with them for retirement income. They are just the most Juvenile, Un-Professional IDIOTS imaginable. You need to be able to Trust people who handle your money. These devils can not be trusted. Go elsewhere with your money.

Our assets have been managed by this company for several years. Chris Bettencourt, MBA, CFP is…read moreknowledgeable and responsive and has been an excellent advisor. He has gone above and beyond in assisting us with complicated financing for a home purchased in a different state and offering other advice when it's been needed. It's refreshing to work with a financial planner who truly cares about his clients and their needs rather than his own bottom line. Highly recommend.

Chris is a man you can trust. I recently moved to the Bethesda area and have been in search for…read moresomeone to help manage my assets. After doing some research I reached out to Chris and was very impressed with the service he provided. Expecting to only speak with him about setting up an appointment, Chris went above and beyond by taking the time to explain exactly how I can move towards achieving my financial goals rather than waiting for a meeting. Chris is honest and forthright, his mission truly focuses on the best interests of those who seek his expertise.

I was a bit concerned about access when I had to make my way to a relatively urban physical branch…read more All of my previous interactions with this firm have been online or by telephone; this is the first time I have needed personal assistance, which speaks well for the organization. I was pleased to discover that is an easily found, convenient location with parking validation. I was seen on a quiet weekday afternoon and received prompt and accurate assistance with a couple of small issues by a congenial and knowledgeable gentleman. My questions were answered, changes and corrections made on the spot in a helpful and professional manner. Kudos to management for Mr R Boies, who took the time to make this a pleasant and efficient experience.

Schwab is great. Very friendly and easy to work with. Brokers understand my financial needs and…read moreensure my portfolio matches my goals

Recommend Equity Planning, have been using them over ten years…read more Marc was able to guide me to the right term life insurance, and the peace of mind that goes with it. Marc has full breadth of understanding of what is in the marketplace. Most people need insurance as part of a financial plan, to insure insurability. Nice to have a "bricks and mortar" store in the form of Equity Planning Inc., they're there "after the sale" to provide stellar service. Might be tempting to shop online for insurance, but it's better to have a knowledgeable, trustworthy person like Marc at your side. I have EPI's business card with my important papers. I'm confident that they will be able to assist my family.

From the owner: Comprehensive financial planning and wealth management solutions…read more Securities offered through Cetera advisor networks LLC, Member FINRA/SIPC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Third party posts found on this profile do not reflect the views of and have not been reviewed by Cetera Advisor Networks LLC, CWM, LLC or Equity Planning Inc. as to accuracy or completeness. For a list of states in which I am/we are registered to do business please visit our website.

I've been a faithful client of SMith Barney for more than 15 years; then stayed thru the Citibank…read moreacquisition and recently Morgan Stanley. Since then, the level and quality of services has worsen with higher and bizarre fees. I am moving my assets to Sf Credit Union; which is offering the quality of services i used to have with SMith Barney. San Francisc, Jan 2013o

Morgan Stanley Smith Barney may have the worst customer service I ever had to interact with. First…read moretime I called, I waited for... 17 minutes before having an agent on the phone, that then transferred me to another agent, 5 minutes waiting time to add. Second time I called, I've been transferred 2 times and waited 15 minutes in total. I know now by heart their annoying music and their "Currently, your call time is 5 minutes or longer, all our agents are currently unavailable". The further you are from that company, the better your time will be invested. Believe me.

I was a long term client of this group. I have now moved on. Last year, the CBM people suggested…read morethat they would like to have my tax returns done by a group in India that they were contracting with -noting (as an aside) that, of course, I would have fewer privacy protections if I agreed to do so. I declined. This year, they simply informed me that their minimum charge was now $2500, which I considered a "We really want you to go away" communication. I have.

I am deeply unhappy with changes that took place in the billing practices of Councilor Buchanan &…read moreMitchell which took place after we had been clients with them for some years and when the associate we had been working with left the company and was replaced. The changes were (a) opaque and (b) exorbitant. My attempts to address my concerns through telephone calls and using their contact form were ignored. So, no I am not happy