Sloppy financial services. Lack of attention to detail missing critical factors in planning and…read moreassisting customers in their lifetime financial planning. Be cautious in your decisions in allowing them handle your money. If you do use them get outside auditing to ensure your investments safety and planning.

I visited this branch last Friday around 4:00 PM because I was interested in opening an account…read more There were only a few people there, so I waited until someone became available. When I approached the front desk, the receptionist asked how she could help. I told her I wanted to open an account, and she asked what type. I explained that I wasn't sure and was hoping to speak with someone who could guide me through my options. She told me no one was available and that someone would call me instead. During this time, there was a man in a suit standing behind her who did not appear to be assisting anyone. The interaction felt rushed, as she quickly took my phone number and mentioned someone would contact me. I understand it was close to closing time (they close at 5 PM), but I arrived with enough time to at least schedule an appointment or receive proper assistance. It has now been a week, and I have not received any follow-up call. As someone ready to open an account and bring new business, this experience left a bad impression. Customer service and feeling welcomed matter, and unfortunately, this location did not meet those expectations.

I meet regularly with my Insight financial planner (always the same person). I am always happy to…read moresee all the financial data, market trends, and potential political disruptions they consider before adjusting my investments. And I appreciate all the guidance they give me on issues such as social security, medicare, required minimum distribution, and tax planning. I feel well taken care of and in competent, knowledgeable hands.

Insight is exactly that, insightful! Diligent, communicative, friendly and truly goes above and…read morebeyond for their clients. As a second generation investor at insight, I can truly say that their services are unparalleled. Thank you Brian and all at Insight for a great experience!

I wholehearted recommend Palbir to anyone looking for a financial advisor to help them meet their…read morefinancial goals. My wife and I couldn't be happier with our decision to work with Palbir. We recently worked with him to get a wholistic view of our family's finances. What we enjoyed most about working with Palbir is how personable he is and how easy it is to work with him. He's also a great listener which helps him truly understand his client's situation along with their dreams and aspirations. Conversations with Palbir felt natural. He's extremely responsive to emails. It makes getting clarification on follow up questions easy. Each time we speak with Palbir, we would walk away with realistic solutions to improve our chances of reaching our financial goals. Palbir was detailed oriented and left no stone unturned when he analyzed our situation. If we were off target in certain areas, he was quick to pin down root cause and offer practical solutions to help us improve our chances for success. As a result of the adjustments we have made per Palbir's recommendations, we are already a little closer towards achieving our goals. I would give him 10 stars if I could.

I originally hired Palbir of Smart Path Wealth management to help me evaluate whether or not I…read morecould afford to buy a house in the next few years (I'm 30). After multiple discussions, he also helped me determine what I needed to do if I want to switch careers eventually and what the options are for investing with my values in mind. I am a software engineer with little extra mental energy after I leave work, so Palbir's willingness to explain every piece of his suggestions to me as well as answer all my questions was so incredibly helpful. I would recommend Palbir to anyone who wants sound financial advice, regardless of how much background they have in finances and investments. He's a good investment.

My Fidelity accounts date back to 1993. Dealing with the Dublin office has been one of the worst…read moreand most time consuming events of my life. I'm ready to move the money to Schwab or any other place. Maybe even bury the cash in my back yard - which is about the same as dealing with Dublin

"Suggest you hire people to answer the phones."…read more I have an account with Fidelity, and needed to get a signature guarantee, I tried calling this office twice, but never could talk to an actual person. Pretty frustrating. Gee, you would almost think that it wasn't my money. Finally I was connected to corporate. The person from corporate headquarters said yes they could help me at the local office. But he was misinformed. I was 0 for 2 calling and trying to talk to an actual person from this office. That would have saved me the trouble of driving down here to find out they could not help me. The person explained that they have certain policies on what they can offer signature guarantees for, even though I have an account with them. Well, I sure would have liked to know that before wasting my time driving here. To be fair, the nice person at this office was very pleasant. It's not her fault, But makes me wonder about the quality of customer service.

To whom it may concern,…read more For the last two days I have been placed on hold for over 35 minute waiting to speak to a manager which, never happened!! once again " TODAY" I called Merri Lynch requesting to speak to a manage!! again I was placed on hold for over an hour and ten minutes before Angela, hung up on me!!! I am done dealing with you folks!!!! Your company is nothing but a joke!!! I will do everything in my powers to, move my investments to another company that, values their customers! No need to reach out to me anymore! The damage has been done! Here are screenshots of my waiting time and, being hung up on! Twice in two days!

I don't see any current reviews so am adding one. I moved to a Merrill Lynch team at this location…read more2 years ago and I could not be happier. I am assigned to a dedicated Merrill Lynch Wealth Manager who is simply the best I have ever experienced. I have been a do-it-yourself investor most of my life so I have my own thoughts about the way I wish to have my money invested and managed. What I like best about my Merrill Lynch Wealth Manager is he listens to me and provides me options to choose from and lets me make the final decision on how I want the transferred in money set up and invested. That is exactly what I was looking for. My Merrill Lynch Wealth Manager is available to me anytime I need him. I know every client is different and has different needs, but I hit Bingo with this find.

the folks at Morgan Stanley were very helpful at first. However, when I politely pointed out a…read moremistake by the Branch Service Manager, Tammie, she got very upset and made me feel unwelcome. Fortunately, I was able to move assets to a competitor.

I'm leaving this review because Morgan Stanley now owns Etrade. All of the Etrade locations have…read moreclosed and they don't seem to have a profile on yelp to leave a review. Etrade / Morgan Stanley customer is absolutely horrible. You cannot get anyone. You will sit on the phone for hours and hours waiting for help.

If you think working with a financial planner is intimidating or scary then you haven't met Jeff…read more He is excellent to work with in every facet and he always has your best interests in mind. Can't recommend enough!!

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.

Janet and her team at Sierra Pacific Financial Advisors have been our trusted financial advisors…read morefor over 4 years now. We really appreciate having them in our corner.   Financial planning: our journey started with a few thorough and honest financial planning sessions with Glenn. He helped us put everything in perspective based on our financial goals and outlined a range of options forward for us.  Investments: Janet then turned our financial goals into investment advice. She's approachable, patient, and experienced. We definitely threw a few curve balls her way but she's able to handle everything while instilling trust in us and collaboration with us. She sets up regular meetings with us to review our investment status so we are always on the same page. When the market started to turn, she proactively reached out to review our options. Janet is also quick at answering our one-off questions over email.    Customer service: we felt appreciated by the Sierra Pacific team. During the pandemic, we were able to meet with Janet over Zoom, but when needed, we were also able to meet her in person to sign some papers with social distancing protocols in place. They also hosted a few virtual customer events to add some holiday cheer to our lives.  We are very happy that we found Janet and her team at Sierra Pacific Financial Advisors. We are going through a turbulent time right now and it is good to know that someone we trust is thinking about our financial well-being and strategizing to help us build our future.

We recently started working with SPFA on managing our investment portfolio after an initial…read morefinancial planning session. The team, lead by Janet, is professional and takes time to understand your needs and investment philosophy. The planning was thorough and included multiple scenarios, which were well thought through. Janet's team is prompt and thorough in its work and I'm expecting my portfolio to do well and thrive in the years to come under her stewardship.

I have prepared the tax return for my wife and I in the past, but we began looking for an enrolled…read moreagent to start doing them. We had a meeting with Greg and discussed our situation and left him our rather simple 1040. He explained his fee schedule to which we agreed . A few weeks later we called to set up an appointment for 2025 tax preparation. Rebecca told us that we would first have to pay Greg a surprise $300 "onboarding fee". She said it was sort of an "investment by the client for the future." What?? No thanks. That's no way to do business. George Mate

Started working with Greg at Adaptax years ago. He is professional and honest with his advice.read more

My wife and I definitely recommend Gary Alt and Monterey Private Wealth. We had looked into some…read moreof the newer "robo-advisors" and some other financial planning firms but what we found at MPW suited us much better. Gary led us through a process of discussing our needs/wants and then ultimately quantified our goals in a coherent financial plan. We also greatly appreciate that MPW is solely compensated by the fees that we pay and not compensated by mutual fund commissions and other back-end sources of revenue that might skew the advice given.

I reached out to Monterey Private Wealth via their online form and got a call that same day from…read moreGary Alt. I had a lot of questions about my taxes and when to exercise some options. I also wanted to get a financial plan together (retirement, savings, investing options..). Gary was very patient and explained all of my options at length. He is not pushy but really puts things into perspective so that you feel confident about your financial decisions. I highly recommend Gary!