Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

It's not clear that any of the employees at this particular Fidelity location actually understand…read moreanything or provide any services. I stopped in to get a Medallion Gold Signature Guarantee stamp on a private stock holding on which I was simply adding a Transfer On Death Beneficiary (TOD). After answering numerous questions from one of the office staff, I was told the paperwork would need to be "sent off" to senior management for review and that someone would get back to me in a few days. When I've requested similar signatures from other Fidelity locations in the past, I was able to obtain the signatures at the same time after answering the questions they had and providing the information they needed to confirm the legitimacy of the stock and the update. After a week and not hearing back, I reached out again. After being on hold for about 20 minutes while "they looked into it," I was told the manager had a question - was I simply updating the TOD or transferring the stock to Fidelity? I mentioned the former, which was the same answer I provided during my initial visit. I was then told someone would get back to me again in a few days. I asked if anyone there actually had the ability to sign a Medallion Gold Signature guarantee and was told yes, the staff could do it, but only after management made a review of the request and directed the staff to sign. It seems the one doing the signing of the guarantee would be the one asking for the information necessary to sign. I've given up and gone to another bank instead, where I obtained the necessary signature. I recently moved to the Woodlands area and was hoping to transfer my Fidelity management services to the location, but the "vibe" given off by the Woodlands location is that its just a bunch of kids staffing the office who don't do anything other than relay information to a corporate office located somewhere else. So, I guess I need to start considering use of investment services at a non-Fidelity location.

Very attentive, professional, and affordable preparation of our taxes with quick turnaround. We…read morewere new clients in 2022, and are returning in 2023 for our tax preparation. I have recommended The Rascon CPA Firm to my friends and family in the area, and no one has been disappointed.

Horrible. So bad I didn't use her work and hired another firm. She threatened to keep my…read moredocuments, so I called the state to find out she was not certified.

Michael and Deena have been incredibly helpful throughout the entire process. Michael's skill,…read moreknowledge, and expertise has helped my wife and I navigate the sale of our business, so I am eternally grateful. They are in it to win it for their clients and I highly recommend them for your financial planning and wealth management needs. Best financial advisor in Texas!

Outlook Wealth Advisors was recommended too me by a dear friend. I had recently become a widow, and…read moreneeded some direction between February and tax day! After our first meeting I felt as though I may be able to survive the maze that had been suddenly put in my lap. I have been with Outlook now for approximately 8 years. Allen has done a superb job with my financial situation and has even allowed (actually encouraged) me to invest in "Boone's Farm" - with goats! He has always been available to answer questions and has the patience to direct me in the proper financial direction. I have "Retired Abundantly" with his help. Thanks! Susan

After a year and a half and $1000 paid up front, NOTHING has been changed on my credit. DONT USE…read moreTHEM unless you like to track them down and you like to do the work.

Vanessa and her team is great! I recommend them to anyone looking for a big credit boost!read more

Do not invest with this company ! They are a total scam operation. I have lost 100k dealing…read morewith this company. They invest you in firms that charge exorbitant fees for doing nothing !

One day in Colorado, I had a young Edward Jones broker knock on my door. I decided to let the young…read moreman handle my account, which was soon transferred to another broker who I never heard or saw for years. Then I moved to Texas determined to find a broker who knew his stuff and was helpful. Darwin and Marla has been terrifically knowledgeable and consistent.

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.

Accompanied my mom and dad on the retirement discussions and let me just say the staff here is…read moreamazing. Really put my parents at ease with all the decisions coming up. A+ all the way around

From the owner: Making Sense of Investing…read more 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.

Really cares about you and your investments. Answers the hard questions and gives it to you…read morestraight, no BS. If you have investments you want/need to make, trust Brian.

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.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

Bank changed from Guaranty…read more I came in branch the very next day and was unable to try and my own account number. Apparently account numbers took a while to get issued and the computers were not yet changed over. This bank has been done to the point that it is no better than having a piggy bank on the counter in the kitchen. Today I close and I'm transferring everything over to Chase right across the street. Terrible!!!!!

PNC has managed to wreckwhat was a wonderful bank (BBVA). Heres the recipe for losing a 20 year…read morecustomer: 1) Close the bank branch on Saturdays 2) Switch all BBVA account numbers so that you have to update all of your direct deposits and redo all your checks and auto pays 3) Make the customer fill out their own ACH change request forms for the new account (Chase Bankers do this for you, BTW) 4) Remove the ability to deposit checks with your your phone 5) Remove deposit and withdrawal slips from the lobby (don't want anyone getting a head start!) 6) Hold checks for 3 days before clearing them. 7) Take 45 minutes to make a withdrawal or close an account 8) Make sure the ATM doesn't recognize checks for deposit, so you're forced to come back on Monday amd spend another 45 minutes with the teller. 9) Make sure the CEO doesn't respond to you when you send a letter to corporate explaining why your closing your account. Other than this, they've been super to work with. /s