I've been using TD Ameritrade for over 10yrs. I like how there's no broker fee when trading online…read more It's also nice knowing that there there to answer any and all questions about your investment. So if your looking to move a IRA to a stock trading platform give this company a call they'll fix ya right up.

I don't get out to the ballfield very often but this time I'm glad I did. What a great experience!…read moreThe staff facilities and the people all made a great experience. I can't wait to come back for another game

If you have ever read any of my reviews, you know that I am stingy with my 5 stars, very stingy!…read more So here is why I give a wealth management place 5 stars, when I don't even bother reviewing them, because I'd give them all 1. I am NOT independently wealthy, In fact I have finally reached the point where all my bills are paid and I can afford an occasional movie ticket or concert and still have a couple of coins left in the bank when I get paid again, Hallelujah (there was once a time when overdraft protection was my backup plan). Earl from Lexus sponsored tasting event at Wine Styles (DEFINITELY put wine styles on your list), where he spoke about what his company does and their approach to wealth management. First of all I appreciated the fact that he did not to the hard sell, he allowed us to enjoy the event, then he talked to us about his services and then we continued to enjoy the event, nothing like those time share talks. I made an appointment with him to talk about my wealth, or lack thereof, and he honestly made me feel comfortable and not ashamed that at my age, I do not have millions squirreled away somewhere. I've been to financial managers before and I always came away feeling like a failure and stupid and hopeless (real talk). But not Earl, he was honest about what moves I can make and what things I can do to leverage what I have and start building for my future. He didn't tell me to turn off the cable, start eating ramen and sell my truck like other wealth managers have told me. No, I may not be a millionaire when I retire (unless I hit the lottery or one of my business ideas really takes off). But with Earl as my advisor I will be comfortable.

I was expecting a conversation about what I wanted my retirement to look like and stop after that…read more I thought, "why am I in this office talking to a financial advisor without financial advisor kind of money in my bank account?" Here's what happened....... I learned that it's possible to invest beyond your employer paid plan, ability to adjust some of your current retirement plan to earn more and how it doesn't require a fat pocket full of money/huge bank account to start planning. After much discussion about what is important to me for my future, we came up with a plan. The bonus? You gain a brother, uncle, super cool neighbor that's easy to simply talk about your future goals with. If nothing else make an appointment, ask him as many questions about financial planning as you want and be surprised at the power you have over your money!

I really like Carson wealth. In particular our financial advisor Jason is awesome. He is full of…read moreknowledge and I feel he is always looking out for us. He's always willing to help with whatever questions that we have. Their headquarters is beautiful, but more importantly, I feel they handle our money well.

From the owner: Carson Wealth has financial advisors in 30+ locations across the country, plus 120+ affiliated…read morefirms to help you find your freedom, no matter where you are. Everyone needs a financial plan that's 100% customized to their life - whether you're just starting to grow wealth or looking to preserve what you have for the long term. The financial advisors at Carson Wealth work with you to discover your definition of freedom, and then design the path to help get you there.

I will start by saying their educational sessions are top notch. Very informative and really well…read moredone. That is what hooked us. We went in and loved the Financial Advisor Alex. He explained the process and gave us a lot to consider. We decided to sign with them. When we went back it felt a bit rushed. They quickly went through the contract ( we printed it out after and it's about 250 pages) and I felt mislead by the fees. We really had to DIG to get the full answer. The answer that clarified it for us made me skeptical. It actually made me worry about the whole process. We left after signing and I could not stop thinking about it. I can compare it to the buyers remorse you would have after purchasing a timeshare when you were at a resort in Mexico. I contacted them immediately and said we would not be transferring any accounts but would be interested in their retirement advisor services. I asked them to make sure our accounts were cancelled. I emailed every week for a month and never was contacted. I still do not have an answer. For us something did not sit right and when they did not contact us it confirmed that we made the right decision. I was leery when the only newspaper in their lobby was the Epoch Times and I should have went with my gut then. I would like to note that I waited more than a month to write this review to see if they would respond and like I said I'm still waiting. It's unfortunate.

So much for Christian compassion. Forcing an employee, who just lost his wife to cancer to return…read moreto work or lose his job, then force him resign with zero recourse less than a month later. God deals harshly with those who treat widows and orphans poorly. What you give, you will get back tenfold. May the Lord have mercy on your souls.

My father died on March 30, 2024. Dad had an account with Edward Jones in the family trust. I am…read morethe successor trustee. Within 5 days of dad's death, we personally delivered a copy of the death certificate. About 10 days later we checked on status and were informed that they failed to capture the seal on the copy of the death certificate. OK, mistakes happen. I imaged another copy to them. More time passes, no call. I speak with Sarah and she says corporate needs your new tax ID #. I provide it. I've also called the corporate # to complain about the time to process. Their solution is to transfer me back to the very office I'm complaining about. Meantime, Sarah promised a form for my completion by no later than Monday. I call Tuesday to advise I've received nothing and ask to speak to Mr. Johnson. Sarah says he will call. He has not. I have now had to turn this over to our attorney. I've also filed a complaint with the Securities and Exchange Commission as well as FINRA. This is my experience. Yours may vary.

Very poor company. They solely have money on the mind, and it shows...They lack everything…read morenecessary to be a good company that actually cares about their tenants. They disregard the need from everything to compassion to caring about basic human needs, especially regarding health and safety. Not to mention horrible leaking after storms (sometimes shortening out the lights in the main pathways and in the units) which also caused a lot of black mold growth -which does not get taken care of by the way-; the list can go on and on, everything from demeaning and condescending upper management, or never office management. The physical and emotional turmoil this company has influenced so much of is not worth it. After a terrible last several years, I will be glad to no longer be associated. Thank you for your time.

I have lived in my townhouse since 2019 and I have not ever had any issues with rent, parking, etc…read more My husband parked sideways due to us living on the dead end. It did not affect anyone nor did anyone complain about it. He wasn't even parked there for 5 hours and the company towed him. Not only did they tow it, they did not inform us of this so we thought it was stolen. There is not a no parking sign and now we ended up having to pay a hefty towing fee. They only care about getting money and do not care about anyone around them. The maintenance is also horrible, when I can get them to actually do what needs to be done. They were sure quick to hike the rent when they took over.

Doing business with this investment advisor was not a good experience for my wife and I and wound…read moreup costing us significant amounts of time and money in trying to undo their practices. After an extensive internet search and in person interviews with several other firms in Omaha, my wife and I selected America First Investment Advisors to manage our retirement assets. After only a few months with them, I learned several important facts about their business that were not as advertised. The most important of which is that while they claim to be a fiduciary they are not. When I pointed out to them that their actions were not in my best interest they agreed with me. However, the following day I received a phone call from the Chief Executive Officer and and Chief Compliance Officer, Eric Ball informing me that they do not like 'unhappy' clients and were dismissing my wife and I as clients and were refunding their fees. The following is a list of observations of their business practices after we became clients: They have approximately 250 clients that regardless of age, employment or magnitude of 'wealth', are all invested in the same assets, in approximately the same ratios. My wife and I had five accounts with them; two IRAs, two Roth IRAs and a Brokerage account. All five accounts had the same investments in approximately the same ratio. Further, when the deducted their fee for services, they deducted a portion of their fee from each of our five accounts despite the fact that our joint brokerage account was more than amply funded to pay their fee. Taking their fee from our IRAs forced us to pay an additional tax on their deduction that we would not have otherwise been required to pay, since our RMD had already been taken. Further, it prevents those investments from further tax free growth. This practice, they agreed, is not in my best interest and is in violation of their claim to be a fiduciary. This practice they tell me is applied to all of their clients.

From the owner: America First Investment Advisors is a financial advisor from the Old School. Unlike others, we do…read moreour own investment management and research and give clients the same advice we'd give a member of our own family. We make it easy to get started on an investment strategy with QuickStart.

Gary is amazing!! He will sit down with you and explain everything throughly!! He is also great…read moreif you have any questions with the upcoming year!!!

We were fairly new to town and needed to find a new person to prepare our taxes. After looking at…read moreother Yelp reviews we decided to call Gary. From the start we had a good feeling about him. He actually came to our house to meet and go over our taxes. Taxes were completed as promised and he charged a VERY reasonable fee. We are thrilled with GPW Tax Services and know we have found a great place to do our taxes in the future. Highly recommended. Thanks Gary!