While it's difficult to gauge how successful my investments will be. It is absolutely possible to…read moreconvey what a great, caring, professional experience my wife and I received when opening a new account and subsequently moving our investments from Schwab to Fidelity. We're certainly not rich but I can say we were treated as if we were investing winnings from the lottery. Chris M. has taken more than a few hours with us, setting up our initial investment, rollover, and account transitions all the while ensuring we completely understood the process, Fidelity's competitive differentiators, and providing "food for thought" on what we may want to think about for the future. I cannot express enough our gratitude for being treated with the utmost respect and professionalism by everyone we've encountered at Fidelity. From the front desk reception to personal advisement, and the follow-up from not only Chris but the company's financial asset managers. Net/Net: Could not have received a better experience and certainly much more attention and professionalism than the other guys. My 2 Cents (no pun intended) Greg T.

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.

When searching for a local CPA in The Woodlands or Houston area, check out Fisher CPA. These guys…read morehelp local small business owners with accounting management. They are great!

From the owner: We have years of experience with federal & state taxes, regulations and creating solutions for your…read moregrowing business. We take the time to understand your individual situation and then apply our knowledge of changing tax laws to help you make the best business and personal decisions. We constantly monitor tax legislation, regulations and court rulings so we can provide the most effective tax planning for the future of your business and personal finances. In addition to tax services, we also offer accounting services, complete outsourced bookkeeping services, business consulting, and controller services.

I agree with Jan F. 100% Peter Nett is an awful financial advisor/investor. I lost 40% of my…read moreinvestment with Peter Nett managing my IRA. Avoid this guy like the plague.

Worst ever financial advice by Ameriprise Rep Peter NETT - and worst subsequent assistance by…read morecorporate office of Ameriprise In 2014 PETER NETT of the Woodlands gave me horribly bad specific investment advice resulting in loss of 35- 50% investment after 5 years Now appears a CON, certainly not fiduciary advice as claimed then The worst investments Ameriprise sold me then were two Business development corporations - supposedly safe and with a 5-6% dividend. Ameriprise Claimed to be a fiduciary - but now Ameriprise rejects this investment and their own adviser's actions- while still employing him. one BDC quickly crashed - and now both BDCs have lost 35% of value after 5 YEARS--. Plus they are illiquid so I'll be lucky to get HALF my original investment back 5 years later. After that pain, Ameriprise home office did not address nor contact me personally to help . Until today - when their message was - 'we won't help., don't offer or deal with these accounts as they are unsafe'. My problem to navigate selling illiquid accounts -no assistance from AMERIPRISE at all. I can generically recommend both Vanguard and Fidelity as ethical outfits. I am disgusted by Ameriprise and Peter Nett.

This company is more than helpful. I have received the best in customer service! Renee is honest…read moreand very informed. I will continue to do business here because of the excellent staff!

I so appreciate the expertise of the TD Ameritrade Woodlands group. The market is stormy and way…read moreout of my league. Renee is always patient in answering my questions and providing me with the information I need to make wise decisions.

I worked with Leroy from MR and can't say enough. He spent the whole day driving my brother and I…read morearound to many different new homes and tours. He was knowledgeable and patient. He helped do some negotiating for us and we found a great home in our budget. The Marshall Reddick team helped make the process seamless. We had questions after the purchase with warranties and Leeroy helped connect us with the builder to answer all our questions. I would highly recommend working with Marshall Reddick.

I can't say enough great things about working with the Marshall Reddick network for real estate…read moreinvestments. Purchasing an investment property in Texas through Marshall Reddick was super smooth, and having them be my property manager means I don't have to constantly deal with things like lease renewals, annual inspections, and maintenance issues -- Heather Foster's team handles all these things proactively and gracefully. I've also done several of their lucrative private money lending opportunities which I love can be viewed and set up all through their website. As a tech guy myself, being able to do things like that online is a huge plus. I would highly recommend Marshall Reddick for all your real estate investment and property management needs.

Had an excellent experience setting up an account at this location…read more Front desk staff was amazing and welcomed us with open arms. Complimentary beverages available. Beautiful office and waiting room.

As a Schwab client for over 30 years I cannot say enough for this office and especially Joseph…read moreSimmons. Joseph was extremely helpful with what my wife and I needed today, and he is extremely cordial and knowledgable.