Signed up a year ago with an agreement of 1.5% annual charge. Within months I was being charged…read morethousands for ETF commissions. When I called the assigned financial advisor he came up with all types of excuses. After hearing more excuses from other vice presidents at this location I asked to cancel my account. Upon requesting a cancellation they tried everything from sending me my money and canceling the account as I requested. This is unethical and they don't have your interests at all what they have is their greed to get the most of your account. Do not use this company!

I use this branch for investing. The staff is always courteous and professional. There are about…read moresixty brokers here. Dan Martin is the one I use.

Broad Financial helped with my self directed IRA. At the time I was using another IRA custodIan…read morethat suddenly closed my IRA account. Broad Financial had the expertise to help me move funds keeping them in the IRA and helped me setup a self directed checkbook IRA that allowed me to purchase rental properties within the IRA. They are great at answering questions and give me the confidence to invest with my IRA

I contracted with Broad Financial to prepare my self directed IRA trust…read more Services were excellent. Would recommend.

Worst customer service. Financial Consultant does not answer his phone …read more Forget trying to reach the Branch Manager, he might return a call a week or so later. Only wealth associated with this Schwab branch is a wealth of frustration.

I opened an account with Schwab before the pandemic, because I thought the no-fee for international…read moreatm's was a great perk. Everything was fine with the account for a few years, then I got a letter saying my account would be closed due to inactivity if I did not contact them. So I did, and the gentlemen on the phone said he would mark my account so that it would not be closed. Sure enough, my account balance (around $600) was moved into unclaimed property without any additional notice from the bank. I'm now going through the process to reclaim my funds.

Very professional and knowledgeable. Rocco walked my husband and I through the whole buying…read moreprocess, he explained clearly, made suggestions and answered all of our questions. He was very quick with responses and made us feel more comfortable throughout everything. Not only he knows exactly what he is doing but also he works with people that will help you. I would highly recommend Rocco to everyone!!!

I started the refinancing process at the end of July 2020. The first lender ended up trying to…read morecheat us out of a locked interest rate, so by October we switched to a second lender. The second lender seemed to be working out, until he went on Christmas vacation and NEVER CONTACTED US AGAIN. Finally, I contacted Rocco S. at Gold Ring Investments, who lowered our monthly payment, lowered our 30 year plan to a 25 year plan, secured a great interest rate, and just saved us sooo much money in general. We also got refunded a hefty amount after closing. Plus, Rocco completed the entire process in ONE MONTH! If I had started with Gold Ring back in July, I would have saved myself a ton of stress and frustration and not have risked getting screwed... if you are looking for someone who truly knows what they're doing and gets the job done quickly and efficiently, I highly recommend Rocco at Gold Ring investments!

As nearly everyone else has reported, BoA (Bank of Arrogance) and its subsidiaries (Merrill Lynch,…read moreformer C&S bank, Nationsbank, Suburban Bank MD) are undoubtedly the worst financial institutions on the planet, IMO, & CEO Brian Moynihan should have been fired long ago. FYI BoA took over ML in 2008 and customer-no-service has gone downhill ever since that date. If you do business with this miserable firm, you will be sorry and will get what you deserve! Spouse & I have had multiple accounts including credit lines, credit cards, checking since 1980 and were recently forced by former employer to open an unwanted ML account for ESPP funds. Ridiculous fees & terrible customer-no-service IMO. Still trying to get BoA out of our lives, sadly. And our FICO scores are both over 800! Screw-ups were never ours. Still trying to get BoA completely out of our lives. In contrast, we have encountered many stellar experiences with Wells Fargo (formerly Wachovia & First Atlanta) since 1985. WF even found a faked check & no funds ever left our account, thanks to an exemplary security department there.

Not at all happy with misinformation provided by registered representative. Information was…read moredeceptive at best regarding the performance of my portfolio (before they touched it) and how just by paying a 1.6% annual fee we could get a better return. Absolutely no rational justification. Rep also beyond misrepresented stock market gains till provided with my own factual representation of actual stock market performance of a hypothetical 10 K investment rather than deceptive percent gains. At that point the representative was suddenly not able to dispute the facts. Why the public and government officials allow this is beyond me. Anyone disputing..... just go to morning stars website and select the hypothetical 10k performance since 2007, all the percentages we see are complete misrepresentations. Look at the hypothetical dollar performance going back slightly more than 10 years.

I used Yelp to investigate tax preparation services in the area and Hiza & Hiza LLC quickly popped…read moreup. They are located near my home so I submitted an inquiry on their website and they promptly called me during my requested hours the next day. I was able to easily set up an appointment to have my taxes prepared. Bob was very accommodating and helpful guiding me through the process. He was very thorough and I was very happy with the service he provided. I highly recommend Hiza & Hiza!

I went to Bob Hiza because he was near to where I worked. I had a complicated Estate Tax problem…read moreand he gave me the best quote, so I chose him hoping for the best. And I got the best. So much so, that I gave him my and my daughter's taxes this year although I no longer work in the area. This is a year of new regulations and forms that could drive the sane insane. And again Bob delivered with every form and detail done with accuracy and care. And again his price for both was exceptionally reasonable. Thanks - one less thing that me and my daughter have to worry about! Peter D.

I have worked with two other financial planners over the course of time. I am extremely pleased…read morethat Pasquale is now handling my ENTIRE portfolio. I originally became associated with him when I had a small amount to invest. He has continually helped me to grow my initial investment as well as advising me for all other investments. I am totally pleased that when it became necessary to roll over my employer 401k, I turned it over to him without hesitation. As the market has its ups and downs, there has not been a period of time where he has not managed to wipe off the loss and increase my account values. He is very in-tune with market, and is always more than happy to review your portfolio and answer any questions in layman terms. His integrity is outstanding. There is no doubt that he has his clients best interest at heart. F. L. Have no idea why yelp has me as living in San Fran. I reside in Clifton, NJ and fine Pasquale's Rutherford location quite convenient.

We have been clients of Pasquale's now for about 5 years as a customer at his Clifton location. My…read morehusband and I are financially doing great in his care so when he moved to his Rutherford location, it was a no brainer to follow him. Pasquale is an energetic bright minded strategist and his integrity is unparalleled. He is quick to respond and is forward thinking yet always works in your realm of investment comfort. I have recommended Pasquale in the past and will continue to do so. He is outstanding!