I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

Adam is an amazing asset manager. He has consistently been able to get my investments high returns…read morewhile providing securing and peace of mind. I would highly recommend him to friends and collegues.

I have known and worked with Adam Droker for many years, I've trusted him to put together a…read morefinancial plan for me and for several of friends and family members and I will continue to send the people I care about his way.

"If you need somebody you can trust, trust yourself"…read more Bob Dylan was right but heck, I know NOTHING of investment banking so I had to trust someone else to help me on this. I had some complicated moving a 403b into an IRA paying for school money switcherroo I was putting off for years as I was sure it would hurt real bad to deal with all that paperwork and red tape. I was definitely procrastinating, waiting until the last possible second. WHY DID I WAIT? Paula at Edward Jones is such an easygoing, friendly, professional and kind human being, I mean, she made it not only painless and easy, but FUN? I've worked with her via an agency I worked at as well and she was a great resource for all things related to both retirement plans and socially conscious investing for our board of directors. All that and she has an adorable dog at the office & a whipsmart assistant manning the front desk who is like her secret weapon of more niceness. If you need any help of the financial kind, I tell you Paula's there to help and if I trust her, I can assure you she's the one you can also lay your trust with.

We were very new investors several years ago and we went to Paula. We didn't have a large amount…read morebut to us it was quite large. Paula treated us like we were investing millions with her. She took time to explain our options and what might be best for our personal plan. She has continued to update and keep in touch with us so we are getting the most for our investment. I have referred family members to her as well and they have all been pleased with her advise and services.

While in graduate school at the University of California, Berkeley (2015 to 2019) the institution…read moreautomatically took a very small sum from a subset of my paychecks and put it into a retirement account. My retirement account was/is through Fidelity. When I returned to Washington State in approximately October/November 2019, I looked up to see if Fidelity had in-person offices I could go to and ask some general questions about my account to. I found this location, however I did not immediately visit as I worked through most of my questions, such as how to change my address on the account, on my own. After checking the online balance and withdrawal process, I decided it was time to come in and just ask if I could withdraw funds. I had not talked to a Fidelity financial advisor before and was uncertain as to if/how to withdraw funds. Remembering this location, I arrived a little after 11:00 a.m. this morning, Thursday 5 October 2023. Parking spaces were easy to navigate and the entrance easy to find. The interior was pristine and a friendly front desk worker, who I decided to term my financial advisor, greeted me. I asked if it was possible to withdraw funds from my account, to which he walked me through an example of what it might look like/entail to withdraw funds in full or partial amount from the account. Since I did not have my account details with me, he used my ID to pull up the account. He was friendly and knowledgable. The two big drawbacks I found out to withdrawing funds at my age (approximately 31 years old) were: 1) taxes, and 2) a 10% penalty for not being 59.5 years of age or older. This was very helpful information, as was the two general withdrawal options for a partial withdrawal: 1) a set withdrawal amount, or 2) a set in-your-pocket amount. My tiny little brain and I left with much to think about and I was happy to visit and get some guidance.

We were assisted by Keaton, who went well out of his way to make transitioning funds from our…read moreaccount to another as smooth as possible. His customer service skills are nothing less than outstanding! We hope he is recognized as a superior up-and- coming individual in the financial community. I highly recommend you ask for him specifically when bringing business to this Fidelity branch.

Calen Johnson has been my financial advisor for the past 2 years. He is a man of God, a man of…read moreintegrity and someone I trust with my finances. I highly recommend this good hearted and caring individual. He is not too pushy and is highly respectful. I have faith that he will be able to help anyone who have plans for retirement or just need a little financial guidance. You will be blessed if you try him, I guarantee it!

Calen has been our financial advisor for a few years now and not only is he genuine and truly a…read moregreat person...but he is very knowledgable and helpful. He will guide you step-by-step towards any financial goal you may have. Highly recommend and trust!

I have been working with my advisor Rory Cannon, and I have been so impressed with his knowledge…read moreand guidance. Not only has he been able to clearly explain so many financial concepts, but his advice has been spot on. I haven't always followed it--and I've lost some money, in those instances-- but Rory is consistent in his interest in helping me make the right choices based on what we know. I've been a Fidelity customer for more than 30 years, and I feel good about that relationship and its value to me.

Oh hi, Fidelity. Remember me?…read more I promised lots of bad PR for your disastrous and purposeful mishandling of our 401k account. Here we go. On June 22, my better half, Zane Graham, requested a withdrawal from his 401k. He set up direct deposit, told that the funds should be deposited in 3-5 days. This is helpful, as we have recent surgical bills we need to pay. On June 29, we were told it took too long to verify his bank account (how hard can it be to make a phone call?) and that a paper check was sent instead, and to give it 10 days from the 22nd. On July 3rd, no check. We had to pay our rent, and we were short- thanks Fidelity. We called and we're told 10 BUSINESS days and to call back on Thursday- if it hadn't arrived, the rep said you could have it deposited direct. We gave it an extra day and called again Friday when it hadn't arrived. Here's where it gets interesting. The rep told us they could stop payment on the original, 2-day a replacement to arrive Tuesday, and that they could reverse the stop payment on the original if it arrived first. Original check arrived yesterday. Relieved, Zane called to reverse the stop payment. He was told they couldn't do that, and that the replacement had been sent already. Fuming, all we could do was wait to today- the replacement was sent Friday to arrive today. This morning Zane gets an email that the check has been accepted by UPS for delivery TOMORROW. Five days after promising the check was sent out. Let me break this down for you. We expected direct deposit before July 1st. Unless your technology is archaic, you can do direct deposit in minutes. It doesn't take 3 weeks for a paper to get to the other side of the country. Then several of your reps lied to us. And now our bank account is several hundred dollars in the hole, with overdraft fees from B of A piling up nearly hourly. And your reps made it our fault, somehow, and offered no solution. Requests for any kind of restitution or help have been ignored or met with lies. Our family needed this money. And Fidelity has better things to do than bother with things like integrity or honesty. If you're reading this review, withdraw every penny of your money and take it elsewhere.

I'm from Minnesota, but flew to Seattle to re-take a Forex class. OTA allows free retakes of…read moreclasses, which is a great deal, and really helps you keep up on your education. An instructor I had heard great things about was teaching in Seattle, so I decided to retake there. The Seattle center is a warm, friendly place, with the usual endless coffee, lunch, and snacks. The classroom has the modern technology that you need as a trader. Everything about this trip was great, other than the clouds constantly obscuring the mountains.... I have been trading for about a year now using OTA's strategies, and they really do work. To succeed, you need a good trading plan, and weeks or months of practice. The cost of OTA classes seems high to some people, but you are really paying for the equivalent of a college degree in a new career. Some people end up trading full-time, which really means 10-20 hours a week, or just doing this to improve their portfolio performance. Like any other career, what you achieve is a reflection of what you invest. I'm very glad I decided to hook up with OTA when I did. It has changed my life.

As an instructor for Online Trading Academy, the Seattle (Bellevue) campus is a very special place…read more We just finished a Core Strategy class last week in this center. The class was very well prepared by their dedicated Student Support Specialist, Franklin. I have instructed well over 100 classes in this course, and the students in this class were very motivated to learn, and some of the friendliest people, just like all Seattle classes... E-mails were sent before the start of class to lead students through the pre-class preparations, and it showed once class began. Everyone in this center puts the students needs first and foremost, and it shows. The students realize that there is a lot of hard work involved in learning the mechanics of the markets and that to truly be successful in the financial markets Risk Management needs to be at the top of the priority list. The company could be named "The Online Risk Management and Probability Academy" because that's what is taught in great detail from the very first hour of class. A good example of the focus on student learning is the commitment of the owner. After some internet and computer challenges during class, the center has committed to repairing the network and purchasing new computers for student use! How awesome is this? The campus is located in a quiet professional complex, with a stream and wildlife on all side for peaceful walks during lunch..... which they provide every day! Seattle is an awesome center and will soon have the best IT and computer resources in the business! You couldn't pick a better location to learn in, or teach in... Kelly Boycks, OTA Instructor of the Year, 2015

Just finished talking with a rep. Question about RMDs, transfers, and taxes. Friendly, clear,…read moreconcise. I explained my thoughts, and they filled in the blanks. So glad I don't need to go downtown.

the suck. use vanguard…read more can't even get verified when I have a social security number. Vanguard helped me right away and im already funding my IRA.

Capital planning is fantastic! We have been working with them for over a year and their attention…read moreto detail and their results have been outstanding. I wish we had found them earlier. Thanks to the whole team at C.P.

I contacted Capital Planning for financial planning and tax advice, and their founder Michael…read moreMiller thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to help me figure out which firm might work better for my unusual circumstances, which was very generous in my opinion. Not many people today, especially not top guys like Michael, understand that taking this time and action creates goodwill that pays off down the road. Most would just give you the brush off. With this kind of action, I would feel confident that Michael would be making good decisions with my finances, and a few years down the road I will be contacting them again.