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.

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.

I'm of an age where I can afford to invest so I do. I thought it was time to introduce my son to…read moreinvesting with a personal financial planner. A little something each month is better than nothing right? Not for Brad Booth, he took the appointment and then never responded in reply. Needless to say that I won't be moving my investments over to Brad! 2 of 3 reviews list him as poor yet his ratings are a 3? Don't let this scammer fool you, he was not a Marine, just a wannabe poser! As of today I'm removing all of my investments from EdJones!

It has been a blessing and an honor, to have Bradd as our financial advisor. Constantly looking…read moreout, not just for our investments, but also our well being, and business opportunities. Such devotion should be a clear sign that you have someone that cares. As a veteran myself, Bradd clearly understands the military way of life, both financially and personally, offering great advice, solid guidance, and huge encouragement. If anyone needs assurance about Bradd, feel free to contact me. Jacobo Laya Jr Jac&Mac Photography www.jacnmacphotography.com 757-502-3737

This is the interim location for a new LLC owned by former members of First Command investments…read more They are fiduciaries and will focus on customer service using Charles Schwab as the clearing house for investment.

Ms Ochs is focused, articulate and has a head for business. Her common sense and logic in…read moremanagement of my financial assets is very much appreciated! Edward Jones is a great company and as best I can tell from the top down this firm is dedicated to doing a great job for their clients.

I began investing in 2020 and spoke with several advisors before choosing Melanie Ochs. I was…read moreunfamiliar with the investment process and Melanie was very patient and professional in explaining the benefits of investment planning and the importance of remaining involved throughout the entire process. She asked several great questions about my goals, in regard to what I want to achieve, what's important to me and what I want my future to look like. She is very accessible when I need to get in contact with her and does an outstanding job of providing ongoing communication and feedback. Over the past year, Melanie has help grow my investment portfolio and I am extremely pleased with the service she provides. I am very happy that I finally decided to invest and I am saving money for my future.

My husband and I could not have found better people to coach us in personal finance. The Darleys…read morehave demonstrated great care and genuine concern for us from the very first coaching call. They have helped us to put together a budget and a plan so that we can meet our financial goals. The advice and accountability they have given us over the past few months is priceless.

From the owner: Become Debt Free. Learn to manage your money. Learn how to create wealth without risk…read more We specialize in helping You achieve your financial goals; eliminating debt, paying off student loans, working with creditors or collection agencies, etc... Additionally, we can help you manage your finances so that you can save for the future and retire with dignity.

I have been entrusting my taxes to Oakton Tax, Payroll, & HR Services since 2019 through countless…read morelife changes with tax implications such as active military duty, home purchases and sales, and expanding our family. Josh has been very knowledgeable and savvy through it all. I have recommended Oakton Tax to many friends and they have recommended them to their friends because Josh and his team are highly efficient and provide expert advice when you need it. Highly recommend.

Great support for annual taxes via Josh! He's helped throughout the year with tax planning to make…read moresure we can adjust ahead of filing, which is great.

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

I highly recommend Terry Grant, CPA. He helped me understand my finances more clearly, build…read morestrategies to budget better, and plan for long-term savings. I appreciate that he asked good questions and actively listened. He took the time to understand my situation and made recommendations that made sense for me - from accelerating my student loan repayment to improving my retirement outlook. He made my financial life feel more manageable, and it was clear that he genuinely had my best interest in mind.

Was very helpful and gave me a lot of information that let me move forward even though it was a…read morefree consultation and my situation was a simple one was happy to let me reach out again if I ran into any issues

Have worked with Bennett Whitlock for over 12 years. He is a straight shooter who cares deeply…read moreabout his clients success. He doesn't try to "sell" products. He helps you put your personally tailored financial plan together and recommends diversified investments to help you meet your objectives. I stuck with Bennett's advice through the recession and came out a big winner. He knows his stuff and he has the resources of Ameriprise behind him.