Bob and Ellis have been nothing short of super helpful and kind. Definitely recommend.read more

From the owner: For more than 29 years we have provided our clients with exceptional investment services based upon…read morethe highest standards and principles. We seek to produce solid long-term returns for our clients using extensive research and market analysis backed by sound investing strategies.

Great customer service in branch! Danielle branch manager goes above and beyond to help!read more

walked right in, was able to get a new card and was greeted with friendly and attentive staffread more

The app never works. Always shuts right back down when you click it. /////////////////read more

Oh, a $75 fee to access my own money... what a brilliant innovation! Nothing says "trustworthy…read morefinancial institution" like charging customers for the privilege of leaving. It's almost impressive how aggressively short-sighted that is. Instead of building loyalty, they've somehow turned a basic function into a reason to walk away. At this point, it feels less like a business decision and more like a masterclass in how to drive customers out the door.

Spoke with the owner (Brenda) about a financial plan forward. Was stressing impending retirement…read moreand Brenda and her team set me on the right financial path forward. I am now sleeping through the night without having any financial worries. Thank you Brenda. You are amazing!!!

I highly recommend Asset Financial Services to my friends and family. Brenda is a wonderful person…read moreand very professional. Great advice for retirement planning and 401k management.

They have managed our retirement accounts for over 10 years. We are extremely satisfied with them.read more

Hi, I spoke to Shawn…read moreafter being in the audience for Jeff's presentation in Cranbury. Jeff's informational session was fantastic! When I had a follow-up call with Shawn, he explained a few different guidelines when it comes to retirement strategies and was truly informative and helpful. Shawn understood that many of us do not have large investments yet, perhaps we still have a decade until retirement. He also explained HSa's to me and provided me with valuable resources.I would highly recommend Thrive Services to NJ communities. Thank you Shawn, Jeff and Team!

Honest and trustworthy with focus on tax avoidance. Support staff is outstanding. Highly Recommendedread more

I have been going back and forth over writing a review. I usually let things go, but this…read moreexperience I could not. The experience I had upset my husband and me. So, upon reading several negative reviews on the Charles Schwab Horsham branch, I took a chance to go there anyway due to the convenience of the location. The female representative in the office was very friendly and offered great customers to her ability. However, when the Branch manager came out. That's when my experience changed. The branch manager was not welcoming at all. My husband wanted to ask him a question; he seemed uninterested, very nonchalant in his response to the point of being stand-offish. He referred us to the other account rep in the office, and he seemed not to care either. Although we have a fiduciary to manage our account, I felt being a customer to Schwab for 25 years; he could have at least been courteous towards us in seeing if our question was something that he could answer. I may not have a hundred thousand dollars in my account, but I deserve to be treated with respect with the money I have in my account. This was my first time at that branch and my last. I will drive to the Philadelphia branch regardless of the travel distance for better customer service.

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

I was definitely intimidated by the idea of meeting with a Financial Advisor. I kept imagining an…read moreimpeccably groomed someone who was very cold and calculating with suits that cost more than my car. Well. He was impeccably groomed, but not cold. Sam Flaherty is wonderful. He met with us after my husband got off of work. He educated us with regards to what financial planners do, and how to research credentials. He talked to us about what typically happens when people inherit and shared a couple anecdotes illuminating pitfalls. He is everything I wanted in a financial advisor. He had excellent comprehension of what our current situation is, and where we would like to be. He had no judgements -- as he said, our money is not emotional to him, so he doesn't care if our dream is to own race horses or sell trinkets on the internet or to begin the great american novel. He simply wants to make sure we're in a position to do it. We ended up moving out of state, so it didn't make sense to go with him. But I think of him fondly and often and I cannot recommend him highly enough.

From the owner: Retirement Income Specialist Certified Financial Plannerread more