This bank sucks They are holding my funds because I tried to…read morebuy bitcoin Didn't know it was illegal to buy crypto with this bank (Morgan Stanley Bank) They froze my account They don't cooperate with ANY online apps for sending cash or crypto They suck!!! Don't open an account with them unless you want to be treated like a child

As we arrived, the young man in the reception area greeted us and offered us coffee…read more My husband had made an appointment to meet with Rufino. We came in together to go over how to better manage our investments and future investments. He was very informative and easy to work with. Good to know that other than doing investments online, dealing with their staff over the phone, we can come and deal with staff face to face.

Corey, told me what he was going to do has far as a plan to get my credit back in order been a…read morelittle over a month and things are moving forward with my credit scores they moving up just like Corey said he's been a godsend helping me out he did so well with helping me out that I have him doing the same thing for my wife if you need somebody to help you out with getting your credit scores Corey's the Man Thx's again Corey

Wow! I took a call with Corey to talk about potential credit discrepancies on my report. What I…read moregot was some of the best financial advice for free. he guided me where to look for information, provided me contracts that could help me, places to go for "good" credit. I have been doing business for a long time and I have never had such an amazing education and support session as I had with Corey. This should have been hundreds of dollars in consultation. Thank you..

Made a quick stop to this location and was very impressed! The branch is in a very nice and large…read morebuilding. Sometimes I feel cramped in banks, but that was definitely not the case here! I was greeted on my way in and wished a good day on my way out. The teller that helped me was very efficient, knowledgeable, and friendly. I didn't give this branch the full 5 stars because of the parking situation. You had to park in this small lot that is annoying to navigate in if you drive a larger vehicle. The lot is also one of those lots that you have to get a ticket for and if you are there for more than 15 minutes, you have to get it validated at the business you are visiting.

For a small, not very busy bank, the service here is very nice!…read more I don't bank her personally, but was just dropping off a deposit for someone. After visiting this place in UTC, I might consider it.

I'm able to get weekly updates from the firm owner. I find his understanding of the markets…read moreextremely impressive. He has done this for a long time and has ran a portfolio in the many, many millions.

Rainier is an excellent Financial Advisor. He is very thorough, organized, reliable, easy to work…read morewith and very professional. I highly recommend him, especially his very affordable rate. Because of his assessment, we were able to make an important educated decision about our retirement. You will not regret hiring him, very personable, knowledgeable and easy going. Please recommend him to other people as well. The best investment we have ever spent !

Often the first thing that comes to mind when looking for an advisor is managing investments. Bull…read moreOak does this of course--their philosophy is logical and evidence-based. But what set Ryan, Peter, and their team apart to us was that they were clear early in our partnership that they wanted to bring value through other avenues: tax planning and efficient financial planning, just as examples. We appreciated that they accomplished this while also factoring in our goals and especially our values. We feel lucky to be with Bull Oak and highly recommend working with them.

As a retired engineering business owner, I have been impressed by their unique financial model,…read moreservices, and, most importantly, their ethics and values. I've been their client since the inception of Bulloak and I highly recommend them to sophisticated investors.

There are no words how horrible this company is. Trying to…read morewithdraw my money from LPL for 6 months and still dont have it. Theres a different story every time I call! Please research all the bad reviews about this company and you will know!

LPL was handling our Rollover IRA, not our choice. When we decided to move our funds to a different…read morecompany, LPL said we needed to liquidate the accounts into cash. That was more than 3 weeks ago, the money is sitting idle, and they are unresponsive. Our retirement funds are sitting in their account, and they keep saying it is in process.