I was referred to Capital Good Fund by an online car search site, and I was skeptical at first. My…read morecredit and income isn't excellent, but I'm a decent, hardworking person and decided to give them a chance to help me. There were so many other outfits offering short-term financing, my email inbox was being bombarded with offers with very high interest rates in the fine print. I was really concerned about getting ripped off. I'm glad I was able to get a pre-approval letter from Capital Good Fund. I had all the documents, but sometimes their communication about specifically what they needed wasn't clear in the first instance, but they were patient until I was able to provide them with what they needed to secure my loan approval. It was a longer process than I expected; it took more than a few weeks after I signed a purchase agreement with a dealership to close the loan, but I am certain a hasty process to get financing through the dealership would have resulted in a financially damaging decision. I was concerned at the end of the process with Capital Good Fund that a "mistake" which increased the expected interest rate of the loan over what I expected from the pre-approval letter was going to break the deal. They apologized and corrected the error, but I'm not sure what they would have done had I signed the incorrect contract. In summary, get all your documents (paystubs, utility bills, license), get pre-approved, shop around to get a good price on the car you want, get your insurance binder with the lender as lienholder, make sure you demand a copy of the signed sales agreement, and most of all, don't make the mistake I did of handing over your trade and taking delivery of the car until the loan is closed, even if you have to wait a while, it will only make you nervous until you sign, and the dealer will likely hound you for delays you have no control over. It probably would have been better to tell the dealer I didn't need their "backup" financing, which will cost you thousands more if you end up needing it. If the dealer pressures you to do otherwise, buy your car somewhere else. Good luck, and thanks Capital Good Fund for helping me meet my goals.

I mean, Capital GF gave me financing for a car when no one else would due to my credit. The…read moreinterest rate is high, and I didn't have too many problems on my credit that I didn't get fixed quickly, but again, almost every other loan grantor was giving me a hard time, and CGF didn't. I can't say that their process was very timely (the dealership called me every day for three weeks asking when they were going to get paid), but as far as the other review purporting them to be a scam, I just don't see it. I mean, if your credit is completely destroyed or your income isn't so great, then they would be foolish to loan you money. Overall, a pretty good company. I can't speak for every situation, but they helped me out in a time of need and I've recommended my friends to them based on their no BS methods. I can't say that I'll run to them the next time that I need a loan if they can't offer me a lower interest rate, but if they can, they have my business for sure.

They answer all of my questions and keep me on track. They help me with my work benefits and…read moreallocate my 401k in the best funds. Easy to get to off I-195 or 95. The office is in between the Hot Club and Trader Joe's near the marina. . Great technology. If you want to get stuff done this is the place for you.

From the owner: Full RIA - Registered Investment Advisor. Registered Investment Advisor (RIA): Definition, Duties,…read moreand ... RIAs typically earn their income through management fees, calculated as a percentage of a client's assets under management by the RIA. Unlike broker-dealers, RIAs have a fiduciary duty to put the best interests of the client first. APMA as well. An Accredited Portfolio Management Advisor (APMA) is a finance professional specializing in creating, managing, and growing investment portfolios. APMA credential holders are recognized in the industry as top experts in asset allocation, investment analysis, risk analysis, and other facets of investment management.

I am completely satisfied with my experience with Charles Schwab. I love my FA he has saved my…read morelife and also has been a Godsend with my mom who recently joined with a FA of her own. She is 80 and aging. It was super important for her to be heard and not be taken advantage on. This was by far the best move ever. Thank you guys you know who you are. Lee

As people always say, don't keep your eggs in one basket. I do have some money in different…read moreinvestment firms and Charles Schwab is one of them. I usually do my transactions online, but I walk in from time to time. The people at the front desk are very helpful and they have always been able to help me or direct me in the right direction. Very professional. Charles Schwab an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets. It had 29.0 million active brokerage accounts, 2.1 million corporate retirement plan participants, 1.5 million banking accounts, and $8.5 trillion in client assets as of February 7, 2022. It was founded in San Francisco, California, and is now headquartered in Westlake, Texas. Founded as Charles Schwab & Co. in 1971 by its namesake Charles R. Schwab, the company capitalized on the financial deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by Bank of America in 1983 for $55 million. Three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million.

I am considering what to do regarding an investment, and so I scheduled a time with Henry. He was…read morehelpful, thorough in his explanation when I had questions and very friendly. I felt at ease reviewing my options and Henry did not pressure me in any way. I was happy to have consulted with him.

I'm a small business owner and I had a lot of questions about taxes, write offs, healthcare and…read morefunding my own retirement. Henry was super helpful with setting up a retirement plan that made sense for my personal situation. I feel so much better knowing I have had an expert review my finances and that I'm staying on track to achieve my goals! He's also been helping me with figuring out the pros and cons of purchasing a home. I highly recommend him, he's friendly, smart and easy to work with.

Susan Greenhalgh is wonderful! She got me motivated and helped me find ways to save money. I even…read moreopened a savings account for the first time since high school! Highly recommended!

From the owner: Guiding clients in strategies for achieving financial goals. Three packages are available in…read moreaddition to hourly coaching. My focus is on educating and encouraging clients to understand their financial position and make improvements to live their best lives - fully funded!

The first year I did my taxes with this firm I never had an issue…read more However, this past tax year was COMPLETELY different. My concerns: The accountant handling my e-file neglected to include the 1040 form. (I'm fairly young, I own my own business & this would be the second year I've employed an CPA & lawyer to handle my taxes.) However I keep excellent records, tried my very best to do everything I could to be a responsible tax paying citizen. I wasn't informed I hadn't included this information until I received a threatening letter from the IRS informing me (2 months later) that I needed this information to process my 2014 taxes. I emailed my accountant at this firm. She first said she wasn't my power of attorney, she couldn't handle it. Then, I was to blame because I hadn't including this form. & lastly she could amend this error. NEVER mentioning it would cost extra... Extra to the tune of $200 bill I received.... The sad part being I received her additional $200 AFTER the IRS send ANOTHER letter mentioning they STILL needed the 1040 form that my attorney was supposedly sent when she 'amended' HER error. I'm currently in discrepancy with the IRS due to these errors.... I've chosen to handle myself all myself, because clearly my accountant is only good at making mistakes, blaming others AND sending unannounced for exactly that!

From the owner: Consulting, Accounting, Assurance Services, Tax, Estate Services, Business Valuations, Litigation…read moreSupport, Forensics, as well as Financial and Retirement Planning Services.

I do a little business with Merrill Lynch, not a lot, mostly online. I do stop by the actual office…read moresometimes to set up an appointment, drop a check or ask a question. Their downtown office is very convenient to Kennedy Plaza and the entire downtown financial core. Merrill, is the investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City and employs over 14,000 financial analysts and manages $2.3 trillion in client assets. The company also operates Merrill Edge, an electronic trading platform. Prior to 2009, the company was publicly owned and traded on the New York Stock Exchange. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007-2008, the same weekend that Lehman Brothers was allowed to fail. The acquisition was completed in January 2009 and Merrill Lynch & Co., Inc. was merged into Bank of America Corporation in October 2018, with certain Bank of America subsidiaries continuing to carry the Merrill Lynch name, including the broker-dealer Merrill Lynch, Pierce, Fenner & Smith. In 2019, Bank of America rebranded the unit to "Merrill".

I did business with this company for over 25 years only to learn that I was being gouged on…read morecommissions. I was very rarely ever given any leads on new stocks and had to find my own. I was then charged $150.00 commissions for getting in and getting out if I sold. I found these salespeople are more interested in how much they can get from you instead of how much they can help you. I am sincerely happy to be out of there.