Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

It's not clear that any of the employees at this particular Fidelity location actually understand…read moreanything or provide any services. I stopped in to get a Medallion Gold Signature Guarantee stamp on a private stock holding on which I was simply adding a Transfer On Death Beneficiary (TOD). After answering numerous questions from one of the office staff, I was told the paperwork would need to be "sent off" to senior management for review and that someone would get back to me in a few days. When I've requested similar signatures from other Fidelity locations in the past, I was able to obtain the signatures at the same time after answering the questions they had and providing the information they needed to confirm the legitimacy of the stock and the update. After a week and not hearing back, I reached out again. After being on hold for about 20 minutes while "they looked into it," I was told the manager had a question - was I simply updating the TOD or transferring the stock to Fidelity? I mentioned the former, which was the same answer I provided during my initial visit. I was then told someone would get back to me again in a few days. I asked if anyone there actually had the ability to sign a Medallion Gold Signature guarantee and was told yes, the staff could do it, but only after management made a review of the request and directed the staff to sign. It seems the one doing the signing of the guarantee would be the one asking for the information necessary to sign. I've given up and gone to another bank instead, where I obtained the necessary signature. I recently moved to the Woodlands area and was hoping to transfer my Fidelity management services to the location, but the "vibe" given off by the Woodlands location is that its just a bunch of kids staffing the office who don't do anything other than relay information to a corporate office located somewhere else. So, I guess I need to start considering use of investment services at a non-Fidelity location.

One day in Colorado, I had a young Edward Jones broker knock on my door. I decided to let the young…read moreman handle my account, which was soon transferred to another broker who I never heard or saw for years. Then I moved to Texas determined to find a broker who knew his stuff and was helpful. Darwin and Marla has been terrifically knowledgeable and consistent.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I have been involved with Online Trading Academy as a student since Jan 2011 when I took my first…read moreclass in Charlotte. I was skeptical when I first signed up but over the last 4 1/2 years they have made a totally believer in what they teach and the integrity of the company. I have taken all their classes and I was one of the first students that they signed up in their mastermind community. There wasn't much to the mastermind community when I first signed up but this isn't a company that stands still but always looking to improve and make things better and better all the time. I have to say now it is a really good program and there are a lot of good things going on in there. I have NO REGRETS in buying into this education. ALL their instructors are top notch and many of them came right off the exchange floors. They don't have to teach. They have proven to me over and over again that they can pull what ever income they want out of the markets. They teach because of their desire to share and to help others achieve their goals. ALL the instructors and staff I have been involved with seem to have a strong moral backing and desire to do the right thing. This company has been very good to me as one of their students. This Is NOT a get rich scheme. 90% of people that attempt to trade in the financial markets FAIL. You will have to study and do your work. If you put in the work and the time to learn the concepts that is taught at Online Trading Academy the income potential really is unlimited. I don't say this to sound ridiculous but your only real limit is your account size and how much size you can put on a trade. I have seen some reviews say the futures and forex markets that we are taught to trade in is RISKY? I have to address that. If you are just throwing money around in leveraged markets then you can easily loose more money than you have in your account and it is risky if you don't know what the heck you are doing. RISK MANAGEMENT and proper position sizing are two important concepts that are taught by our instructors. We predetermine the maximum risk per trade and we are not allowed to go over that. Then we use precision entries based on supply and demand and follow strict rules on how we manage the trade. These instruments are only risky if you don't follow rules and size your positions properly. Kevin Green was one of the first instructors I listened to in the extended learning track (XLT) and I have been wanting to take one of his classes for a long time. He is also the general manager of the Houston center. I had the opportunity to come to Houston to take his class. I have to say that his center is sparkling clean and professionally operated. The Houston center seems to kick the high standards up a notch. Kevin puts an extra effort into providing as much information as possible in 5 short days. He pushes his students a little to grasp these concepts and to get as much out of the class as they can. This is one business that you have to be in the top 5% if you are going to make the dough and Kevin crams a lot of information into his classes. His motivation is the success of his students. He goes well above and beyond the call of duty. But Kevin is just one of many awesome instructors that give their time to us along with those in the Extended Learning Track program and in the MasterMind community. This is a profession just like any other. You won't learn it in a week. You have to work at it and put the effort in to learn how to be a successful trader. There is an entire community of us students and as one of my peers put it "you have to be part of the family to understand the family". I thought it was a lot of money when I signed up but NOWHERE are professional traders going to take you under their wings and spoon feed you this stuff for free. Come to think about it, I got a real bargain and I would do it all over again. Dennis Whitworth (Clover, SC)

This is hands down the premier educational institution for mastering the skills required to succeed…read morein the financial markets. No other program compares to the depth, quality, and effectiveness of the training offered. The flexibility of classroom, online, and self-paced learning options makes it accessible to everyone. Best of all, the ability to retake the core essentials course as often as needed ensures your skills remain sharp, current, and market-ready.

Really cares about you and your investments. Answers the hard questions and gives it to you…read morestraight, no BS. If you have investments you want/need to make, trust Brian.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I came by the 1488 office to meet with Joseph Oliver and he was very down to earth. He cared about…read moreme and wanted to make sure I was happy. It was definitely great customer service. He assisted with investing my money and I am very satisfied. I definitely recommend Joseph Oliver for all your needs.

From the owner: Making Sense of Investingread more