It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

Worst bank branch ever!! Charles Mills worst manager ever!! Don't come here, they don't have enough…read moremoney to cash you out if you want to close an account or deduct money from your account. The manager Charles Mills was extremely rude to my mother who is a senior and myself. He didn't want to provide a business card when I mentioned I would file a complaint. Horrible stay away from this branch!!!

Worst bank ever. DO NOT OPEN AN ACCOUNT WITH PNC. I went out of the country during COVID for a few…read moremonths. I let the bank know and never had any issues until out of the blue they closed my account and my debit card (the only way to get cash overseas!) with no notice. NO NOTICE. When I called to inquire they provided no explanation. Really unprofessional. I will never be using this company again.

E*TRADE is complete garbage. They are currently blocking me from retrieving the last $21 in my…read moreaccounts. I have filed complaints with the CFPB, the FDIC, and the Attorneys General of NY and NJ. I am going to win - they have no defense. It is always this sort of nonsense from E*TRADE. The customer service people are well below the quality of the staff at Schwab and Fidelity. Clearly E*TRADE customer service reps hate their jobs and they take it out on the clients. They assert what trivial power they have to abuse their clients.

I used E*Trade for about 20 years, maybe more, but I finally had enough and left. My experience was…read morepositive for most of that time, but in the past six months things went downhill badly. They failed to provide timely notice when a check I deposited bounced, so they just went ahead and sold securities from my account and kept the money, without notice to me. There are incredibly long hold times, service reps who are not properly trained, and far too many bugs in the website, app and general corporate operations. The E*Trade point of contact assigned to work with me was kind but often ineffectual and failed at basic tasks like putting up an auto responder when he was out of the office, so once I didn't hear from him for over a week after I reached out.

Second strike for PNC Bank at Woodmore Town Center. First strike, about six months ago, one of the…read moremanagers gave me incorrect information about my bank that seriously affected my bank account. I let that go. Yesterday i tried to deposit a fourth over the counter check which needed more clarification (similar amount different check). The teller suggested that i wait until today to deposit so we could differentiate the check. No problem for me. I went into PNC today to deposit the check...immediately a new teller questioned where i got the check. (They didn't do that yesterday) And then the teller had to call the person that issued the check to make sure the had given me the check. I have been at PNC for over five years and had enough in the account to cover the soon to be deposited check. (12/31) It took at least 20 min...why? I dont suggest banking at PNC unless you are a large business. They may cater to folk with larger incomes and bank accounts. Use a credit union!!!

This is review is specific to how PNC handles mortgages. My mortgage was initially through another…read morecompany but was sold to PNC which seems like standard practice the mortgage industry. I have no complaints about the initial mortgage company, but I do have complaints on how PNC is exploiting my unfortunate life event. Legally, I need to remove another person from the existing mortgage and I qualify for a loan assumption. There were no issues on the loan assumption pre-approval given my income and no other debts and proceeded with the formal approval and loan assumption. That was 6 months ago and it there isn't an end in sight. Throughout the past 6 months, PNC has asked for additional documentation, which I supplied, and went back on their word on the loan assumption requirements. Each iteration of additional documentation would take weeks for PNC to review and respond. What prompted this review is that PNC is pulling multiple hard credit inquiries which is impacting my credit score and ability to secure a mortgage through other options. They already have all the possible financial documentation I have and are no longer asking for consent prior to hard credit inquiries. It seems PNC does not want me to assume the loan because they could make more money off me if I'm forced to refinance. The additional hard inquiries would then be justification for an increased interest rate when I have to shift from an assumption to a refinance.

A lot could improve regarding a serious issue with the disbursement of funds from my investment…read moreaccount. The funds were supposed to be disbursed directly to me; however, they were sent to a bank account that was already closed. I was informed that the bank to which the funds were sent returned the money due to the account being closed. Despite this, I have received conflicting information from both parties involved, and because of these conflicting statements, I do not know where my money is or who currently holds it. Additionally, I have repeatedly requested to speak with a supervisor or someone in a position of authority at your institution to help resolve this matter, but I have been denied the opportunity to do so. This lack of escalation and transparency has only added to my concern and frustration. This situation is unacceptable.

After 5 years holding small amount of money it never grew, - but I even lost $50…read more They can tell you any stories like how bad market now is. But are you out of your mind? You are getting for rentals every month so much money. And not a penny shared. Scam.

This is a Financial Planning firm which work with people who want to start investing, planning…read moreretirement, buying a home or those who need help with budgeting and debt management. They offer free initial consultation, so you can learn about the services and fees in person. You really have nothing to lose by calling and setting up an initial meeting. They also offer divoce financial planning services. If you are going to get a divorce, they can help you go over the financial implications before agreeing on any settlement.

Tried to pressure me and my (now ex-) husband to sign a year contract extension when we were in the…read moremiddle of a divorce, and "fired" us as a client when we didn't. And if that wasn't bad enough, she did this after frequently being late for, missing, and not being prepared for check in calls. Truly, I cannot imagine a less ethical, capable, or professional financial planner. Caveat emptor...

According to my recent conversations with Ameriprise, you're required to maintain an account for…read morelife, or pay a $100 account termination fee. I would never open an account with Ameriprise ever again. Here are the details if you care to read: I have an account with Ameriprise that I opened a couple years ago. It's technically a brokerage account, and I've just had about $250 sitting around as cash. In order to consolidate accounts, I decided to go about closing the account. I emailed the office in DC where I opened the account, they directed me to the home office. The cliff notes: the home office told me it's a $100 fee to close the account I asked them to explain after a brief hold the rep came back, literally stammered for a full 30 seconds and said well ma'am, it's just that we don't want people to leave called back and talked with a supervisor he gave me a bullshit story and refused to waive the fee. He said I signed an agreement that outlined the fees when I first signed up I'm still in the process of trying to close this account without having to pay an egregious penalty. I'm sure I could have signed a document outlining this procedure, though it sure wasn't brought to my attention.

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

I opened up an account with PNC about a year ago. I've been to this branch a handful of times and…read moreit has been perfectly fine. A review of PNC in general (with a couple references to this location): The good: 1. No ATM fees. If you use another bank's ATM, PNC will reimburse you. Going overseas? Ditto. Can't say the same of Bank of America, that's for sure. 2. Branches are open on the weekends, including this one in Adams Morgan. And when I mean open, I mean all day Saturday and a reasonable amount of time on Sunday. 3. I've never had to wait more than a minute or two in line at this branch plus a couple others I have gone to in Columbia Heights and Penn Quarter. The Adams Morgan branch is generally pretty quiet and efficient. It's so quiet that I wonder why PNC hasn't closed it down yet (and keeping my fingers crossed that it doesn't). 4. Friendly customer service. I've had to call PNC a couple times and they've been very polite and been able to effectively help me. 5. Free money transfers to non-PNC accounts. So why not 5 stars? PNC isn't national. Obviously this is not a problem while traveling (due to no ATM fees), but if I were to move back to CA (or some other western state), I'd most likely have to switch banks. Also their website isn't ideal. Sometimes it loads rather slowly. Overall I'm quite happy with PNC and have no complaints at all about this PNC location.

Maybe I just have bad luck with DC banks... I opened an account in person at this PNC location a…read morecouple of weeks ago. Their instant issue debit card machine wasn't working, but I was going to be traveling, so they said that they would rush a card to me via regular mail. Said they would waive the $25 fee, since it was their machine that was broken. However, there was no manager there to waive the fee, so I was told that I could pay it and just stop by to be reimbursed when I got back into town. I called the day I returned, and left my name and number when they said no one was available. Called again today, was told that they couldn't refund the fee, and that I should call customer service. It's not the $25 that bothered me, but refusing to address the issue or call me back was annoying. PNC Customer Service was able to resolve the issue in about five minutes. Cheers to them! Stay away from this branch though, unless you appreciate lies and slow service. Columbia Heights branch is much better.

I have been getting help from a financial advisor here for several months now and he's great!! (His…read morename is John). Schwab has many different investing options to choose from, and the advisors help you decide what to do at no charge! I have had a million questions, and I've been met with great patience and help. The front desk staff are polite and friendly.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value