Michelle helped me finally build a budget for my personal finances, along with my business. These…read moreare things I put off and ignored, hoping my debt would somehow magically disappear (which apparently isn't how it works). She set me up with a plan where I actually monitored the flow of my expenses, kept a specific allowance of money so I don't overspend, and just in general relieved my stresses and anxiety around money and my financial future. Thanks Michelle!

My husband and I met with Michelle a handful of times over the course of building our comprehensive…read morefinancial plan. Before Michelle, we paid bills and saved some but mostly just ignored our finances. Michelle started by asking us a bunch of questions about retirement dreams, potential family needs, and what we wanted our lives to look like over the next few decades. Some questions she asked were things we had never talked about, which was a useful endeavor in and of itself. It really felt like she wholly supported us in reaching our goals, but she also was the wiser older sister (errr I think we might be older, but you get the point) that was real with us about where we might need to cut back to make those goals a reality. She took all of our questions seriously and went above and beyond to help us have all of the information we needed to take our financial future into our own hands. We are so glad we met Michelle!

I highly recommend Micah Porter at Minerva Planning Group. He is kind and knowledgeable, and he…read morehas helped us tremendously with our financial planning. He really listens to his clients and is great at explaining complex information so that you can easily understand it.

Minerva Planning Group's team is very personable, which is unusual in the Financial Services…read moreindustry. Micah is sharp and always accessible for a brief call and responsive to emails. I highly recommend this financial advising group to anyone looking for personal attention.

I continue going to Kirkwood Tax and Accounting because of the wonderful job Mr Marosy does. He's…read moregreat! I can't say enough about him. I have a small business and he's always there to help me out. If you're looking for an honest and good tax guy, he's the one you want! He's exceptional.

From the owner: We are your neighborhood tax service that specializes in individual and small business tax needs!…read moreWith over 7 years of CPA firm experience and over 10 years in practice we deliver premium tax preparation service and tax consulting as well as representation before the IRS and other State taxing authorities.Our goal is to work with our clients to build relationships and provide custom tailored tax solutions based on each clients unique individual tax needs.

They really cleaned up my credit really good and only in a matter of months. Now thanks to them I…read moream eligible to purchase my 1st home. Thank you Delores so much I domy know where I'll be without you.

From the owner: As one customer put it HOPE helped them learn practical steps they could take to help them manage…read moretheir money, regardless of their level of income. As a credit score specialist and budget coach, I help clients understand how they small changes can have a big impact! Schedule a complimentary credit score review, you'll immediately be glad that you did!

Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.