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    Hamilton Bates Investment Research

    5.0 (1 review)

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    3 years ago

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    Vanguard Group

    Vanguard Group

    (443 reviews)

    15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

    I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

    Allstate Insurance: David J Monroe

    Allstate Insurance: David J Monroe

    (1 review)

    I switched to David Monroe from another Allstate agent that I wasnt getting what I needed from…read more David os quick, super responsive, professional and intelligent. He provided everything i needed and was missing from my previous agent. That right there is good enough. But here is where this Allstate agent becomes a ROCKSTAR: when adding a new home insurance policy, the inspector went out and saw there was a tarp on the roof and essentially cancelled the policy we had just added. We were putting skylights in and it was going to rain, so the carpenter put a tarp up. He was on the roof working when the inspector was there. Still, David had to fight to correct the mistaken judgment of the inspector. He personally drove out to the house and climbed up to the roof to take pictures to prove the roof was good! Wait, it gets better. I had 10 tons of dirt and 3 tons of rock that I was personally carrying...one tiny bucket at a time to grade the yard to help prevent further flooding. When David came to take pictures, he asked why I wasnt using a wheelbarrow for the massive amount of dirt. I explained I have major health issues including spine issues and so I couldnt lift more than ten pounds max. He told me if I didnt finish the following week, he would help. I just thought he was being nice but never expected him to follow up. Sure enough, the following Friday this man called and asked what the status of the house was. I told him I had a bit left and he came that Saturday to shovel and wheel dirt for me!!....IN THE RAIN. He left when all of the dirt was finished and most of the rock. He denied payment and just left after blessing me in such a huge way I could cry. Who in the world does that?? David is beyond an incredible agent, he is a beautiful human being. Please give him your business.

    From the owner: Contact my Agency to get a Quick, Personalized Insurance Quote Today! A great rate is just a call…read moreor click away. Our family has worked closely with Allstate for years to help people with their insurance needs - from homes to auto to boats and more. Our quality, service-oriented agency is not only owned and operated by a family, customers tell us we make them feel like family too. I'm proud to work with a company who's been serving satisfied customers for over 70 years. Customers count on outstanding financial strength and superior claims service to help protect what they value most. Allstate delivers on their promise. In fact, their outstanding financial strength and superior claims service received an A+ (Superior) rating by AM Best. Quality service, strength and satisfaction - that's something I'm glad to be a part of. I'm committed to helping you: Determine your immediate and long-term financial goals; Select the right products for you and your family; Understand investment products, such as mutual funds, annuities, IRA, life insurance and college savings plans; Review your insurance and financial needs as they change; Answer questions and provide ongoing service and support.

    Hamilton Bates Investment Research - investing - Updated August 2026

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