I had the pleasure of meeting Olivia Conner and I'm glad I did I'm a new investor and made it very…read moreeasy to open a account. She a star in my eyes. Charles Schwab is lucky to have her.

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

My name is Michael had a problem with capital one collection and Prime credit advisors did a…read moreterrific job in handling my case,Tom was excellent and I highly recommend this company, you cannot go wrong with Prime Credit Advisors

David was incredible!! I called to see what I could do to increase my credit score from pretty good…read moreto great and the FREE consultation/advice I received was life-changing and I'm not exaggerating at all. David gave me a free plan, step-by-step on what I could do to make an immediate change to my scores. I immediately called my wife and she agreed that this is advice that no one gets and everyone could benefit from. There was no pressure to do anything with Prime Credit Advisors. David treated my situation with personal care and attention. What more can you ask for? That was a 10-STAR rating call and thanks for the great help David! Also, the communication with the office in creating the appointment was great and professional as well. Great overall experience and thanks so much!!

My point of contact here is Gulio Giometti who's a Financial Advisor. The reputation of Morgan…read moreStanley is one thing and Gulio is just one of the nicest and easiest professional people to work with.

I walked into the branch this afternoon to be serviced and ask a question. I was totally ignored as…read moretwo individuals that came behind me were waited upon. They were of a different ethnicity. There was also a young man who was there before me and waiting, he was also ignored and walked out slightly after me. Please do better to acknowledge your customers. I had to contact Fidelity via phone in order to be serviced and have them to reach out to the branch. Mary was a big help online.

They helped me figure out a transfer. Very knowledgeable. Called the third party and navigated the…read morewhole process with them and me on the line. The service was excellent, treated me well and were prompt and polite. Would recommend.

Read the fine print with this guy or you'll wake up the next day with a with a big commission fee…read moreout of your municipal fund bond that he simply doesn't tell you about, honestly your better off bringing a lawyer with you before signing anything, I thought a financial adviser was someone that you can trust. I still believe Wells Fargo will look into this and credit me I'm willing to take a lie detector test never one time he mentioned a 7,500.00 commission fee taken out of my municipal bond I didn't find out to the next business day I called him and his answer was I should of explained that part better to you.

I highly recommend Koney Wealth Advisors! My husband and I started working with them about 4 years…read moreago and it has been a great experience. We work primarily with Courtney who provides superior service. She takes the time to make sure she understands all about our goals- short and long term, and provides a white glove service which gives us comfort despite the craziness of what has been going on in the market. It's very difficult to find somebody you can trust but for my husband and me, Courtney and Koney Wealth Advisors have earned our trust and we're very happy working with them.

Look elsewhere. I put a lot of trust into this company, only to find out these "advisors" led me in…read morea very wrong direction. They sure put on a lot of "show" and flash, but when it comes down to it, they don't have a clue what they're doing when it comes to investments, people's money and future. I'm unfortunately proof. Poor advice as well as poor communication. What a mess. Once again, look elsewhere!

I would not recommend this company. Customer service and follow through are terrible. (1 star…read moregiven) After this post, the issue seems to have been corrected. (3 stars given)

First time client. Appointment was on time. I was quoted about an hour for TAC preparation. My…read moreperson was very friendly and answered my questions. One item that we needed more clarification on she discussed with the CPA. This was a very good experience. I felt the price paid was reasonable and less than I had paid previously. My return is not complex so perhaps someone itemizing might have a different opinion. But I would recommend them and will use them again.

My mom has taken her taxes here for years. They always get it done efficiently and correctly. They…read moreare very pleasant too.