In response to their nonsense…read more filing a formal complaint regarding the way my homeowners insurance policy was handled. I have written email communication with Brian in which I stated I was "good with what they had to offer" only because I was told that money needed to be put up front. At no point in my life have I ever been required to put money down up front for homeowners insurance, and this was presented to me as a standard requirement. This turned out to be misleading. The information I was given did not reflect normal industry practice, and it directly influenced my decision. As a result, I was placed into a policy and financial obligation that I did not knowingly or willingly agree to under accurate terms. Based on my experience, this company engages in actions behind the scenes that customers are not made aware of. The lack of transparency, the pressure to pay upfront, and the misrepresentation of what is "required" are unacceptable. I am requesting a full review of my account, the communications involved, and the process that led to this situation.

Was referred there by family. No response after speaking to someone and also leaving a message.read more

As you can see in the reviews for the past few years customers have complained about receiving a…read moresolicitation for her business with a picture of their house on the outside of the envelope. Regardless of the negative feedback, I just received one these. I wrote her (copied corporate) and complained that it was creepy AF. Apparently, she doesn't think this is inappropriate or creepy. She could not care less. Her inability to comprehend this tells me she is unscrupulous. A shady lady. I wouldn't trust her at all. And BTW, Allstate dropped me when I lived in Florida after multiple hurricanes even though my house had no real damage. It was random. So, you are NOT in good hands with Allstate.

It was very disturbing to receive an unsolicited letter (which was not sealed btw) in the mail with…read moreour home on the envelope and on the accompanying insurance offer. My 93 year old mother has dementia, I care for her. She was quite concerned when she saw this as was I. She didn't understand why you sent it to her. I didn't need to deal with that yesterday on top of everything else. I feel it is an invasion of privacy to send something such as this to someone unsolicited. Jennifer, you need to review how you conduct your business.

Taxes in Retirement 567 was a free class I attended that they led. Great overall education about…read moreTaxes (obviously), Roth conversions, taxing on social security and investments, and a list of other things. Robert's teaching style is direct, quick and easy to understand. Only improvement would be to add some humor and sarcasm. After the seminar attendants can book a one hour followup to discuss their specific situation. I attended the follow-up with my husband. Met with Robert tax specialist and Luis financial specialist, and it was great. They asked for income/tax/retirement materials in advance, had each reviewed and discussed them before we met. They had recommendations and insights, were able to address all our specific questions and concerns and had specific recommendations about them. They didn't try to sell us anything and were the first financial guys who didn't push their opinions on us. Because of this I wanted to give back by providing this honest review. I highly recommend the seminar because it is a great baseline of knowledge. I more highly recommend going to Robert to get a complete review of your personal situation, their evaluation and recommendations. Their knowledge is complete, which is true of so many companies. Besides their knowledge, they are good guys. Smart, efficient, patient and great teachers. So thank you.

Associated with the New Northeast investment Group in Burlington Massachusetts under the guidance…read moreof Jason Ruel who had been extremely attentive to my personal and future goals and needs. This new association with the Burlington group should prove fruitful under Jason's watchful eye! I plan to completely monitor my new venture into making my portfolio work for me! Much thanks to this new Burlington Office!

I am completely satisfied with my experience with Charles Schwab. I love my FA he has saved my…read morelife and also has been a Godsend with my mom who recently joined with a FA of her own. She is 80 and aging. It was super important for her to be heard and not be taken advantage on. This was by far the best move ever. Thank you guys you know who you are. Lee

As people always say, don't keep your eggs in one basket. I do have some money in different…read moreinvestment firms and Charles Schwab is one of them. I usually do my transactions online, but I walk in from time to time. The people at the front desk are very helpful and they have always been able to help me or direct me in the right direction. Very professional. Charles Schwab an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets. It had 29.0 million active brokerage accounts, 2.1 million corporate retirement plan participants, 1.5 million banking accounts, and $8.5 trillion in client assets as of February 7, 2022. It was founded in San Francisco, California, and is now headquartered in Westlake, Texas. Founded as Charles Schwab & Co. in 1971 by its namesake Charles R. Schwab, the company capitalized on the financial deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by Bank of America in 1983 for $55 million. Three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million.

I've been a BankRI Personal, Business, and Cash Management client for well over 15+ years and had…read morerecently switched branches due to this locations convenience. I cannot say enough great things about the team at this location. Everyone's always going above and beyond to take care of all our banking needs. We have been lucky enough to work with just about everyone on the BankRI Greenville team and we really couldn't be happier. Over this summer we have also worked closely with the new Branch Manager Stacia Izzo and she has helped walk us through some extremely confusing transactions personally. Now every time we visit the branch She always takes the time to work with us directly. This Branch has a truly exceptional team and I highly recommend BankRI Greenville for anyone who is looking for a full service and committed team that always takes the time to make sure your experience exceeds your expectations!!

Absolutely useless. Here we are in the middle of a financial / health crisis and this bank is a…read morecomplete joke. We applied for an SBA loan the minute it came out to keep our business open. They intern sent us to our bank, which up until now was Bank RI. We have been customers for 27 years, the business for 15. We dealt with the Woonsocket branch directly. I'll spare you the details, but I was stunned to learn today with the second round of funds being dispersed that they decided to stop processing our application and taking any new applications. Our application can not be located, and we were told quite bluntly and rudely that they are not taking applications anymore by both the person we were dealing with and the branch manger. Completely unprofessional. If you want to give them your business and get zero back when you actually need it, these are the guys for you!

I recently needed to hire an accountant to help with payroll services and get things in order. I…read moremet with Stephanie and knew right away that she was the one to go with. She is far superior to any service I have used in the past. Her ideas go beyond just helping with payroll and have made a huge difference in getting things in order. I recommend her to anyone looking for help.

This is hands down the best place to get taxes done! I will…read morenever go anywhere else he was very helpful and he really cares about his customers!

Great people but had me thinking I was at least getting some money the next day only to get…read morenothing. I've gone for a few years and this is the first time I've had a problem. Other than that I would go back to him.

DSI Payroll is a great business to work with. They are family owned and operated locally here in…read moreRI. If you need help, you can call and talk with Laura or Joan. They are super helpful and take the time to answer your questions. Great local small business for your payroll needs!