I have accounts at Schwab and 2 other investment firms. Each of them have slight differences in…read morewhat they offer and how customers interaction works; Schwab has some features I like better than their competitors, but because I deal mostly online, I don't speak to a local advisor often. When I do need to make a trade through an advisor, I have always found the representatives I talk to are very helpful.

Normally, when I "talk to Chuck" it's through the interweb or over the phone. Chuck is really good…read moreabout picking up the phone. He won't send you to voice mail or text you back because it's too loud in the sports bar. So anywayz, recently I needed to "talk to Chuck" in person. I had some business and dealings and tasks to complete. Chuck hangs out on Lasalle, but don't get all "ohhhh that's right near McLadden's and that bar bottlenecks like no other... EWWW" because it might as well be worlds away. I recommend Chuck.

Eagle's Landing of Washington owned by Harvest Properties is run by an immoral, unprofessional…read morewitch. Our rent check was returned and I immediately called the leasing office to inquire . I wanted to make sure that our rent had been paid for the month or if there were further steps I needed to take. The girl on the phone told me to, "wait", while she asked Bridgette F. -the property manager-, if our rent was paid. I heard Bridgette say." I'm looking in our computer, it is paid, she is fine, tell her not to worry." When the girl got back on the phone I had told her I had heard what Bridgette had said, but that I had called to dblouble check, becuase I couldn't afford to pay rent twice and I had other bills that needed my attention. The girl said it was paid and not to worry that if there was an error it wasen't on my end. Three and a half weeks later- Bridgette calls and tells me we owe not only this months rent but last months as well as late fees for the prior month. I told her that is why I had called and that she had said it was fine and for me not to worry, that if there was an error it was on their end! She replied," well it was true when you asked but it isn't now." THAT DOESN'T EVEN MAKE SENSE! I tried to explain to her that this is exactly what I didn't want to happen, that I had called her about it bringing the error to her attention in the begining of the prior month and that I would like her to work with me on a reasonable payment plan. She refused! Now she is evicting us because she expects me to pull $2000.00 out of thin air!

These people are horrible, all about money. Poor maintenance service! Poor management! Many end up…read moremoving out!

Ron is very knowledgeable. Appreciated his words. I'm sure some of his tenants could complain --…read morebut he is fair from what I view.

This is a review for the coaching. As someone who is a former dedicated diy person and who once…read moreswore that everything can be found for free on bigger pockets or by reading books I am literally forever changed. The coaching at ct reia has been life changing. Yes the content can be learned for free by yourself if you dedicate hundreds of hours and have a way of figuring out what is true and what isn't , but that is not what the value is. The value is having someone hold your hand whenever you have a question that is local. It's someone who drives to your property once you purchased it and does a walk through of what you should or should not do. It's someone who says don't worry use my contractor for that. Or did you consider doing this? Rich and Mark have provided me with so much support on the rehab front that I am beyond grateful. Ron has also toughened me up on the tenant front to keep it as fair and professional going forward. This is so far my best real estate investment. So yes I personally recommend it!

I completed their online form to request information about scheduling a meeting to discuss tax…read moreservices. The only response I received was a two-word reply: "Not interested." Wow. That is some really bad customer service.

HORRIFYING! As a new client to Cowen Tax Advisory Group, I had my initial appointment to bring in…read moreand review our 2025 tax forms including copies of our last 2 years of tax returns. I was contacted about 2 weeks later to schedule an appointment to come in to review our returns so they could be filed. I believe I met with Roger Cowen based on the pictures on their website, but he never introduced himself to me. We sat down in his office to review our returns, and one of the first things he said to me was "I need to see your husband!" When I asked why, he said because we're paying too much in taxes, so I asked him to explain our taxes and help me understand how to reduce our tax liability. He talked in circles, never answered my questions, was very rude and condescending to me (I felt like I was being scolded for paying too much in taxes), and had clearly not reviewed our tax forms or prior returns because he couldn't answer any of my questions about them. By the 3rd or 4th time he said "I need to see your husband," I stopped the conversation and asked why he kept saying that and why he needed to see my husband. He said - "because I need to speak to the person who manages the money and finances." I said THAT'S ME! I asked why he would assume that my husband manages our finances and not me, and said I was completely insulted that he thinks that only men could possibly manage a family's finances. He then abruptly ended the conversation, only pointed out where we needed to sign to authorize electronic filing, never apologized, wouldn't even speak to me, and said "I'll walk you out." Some might consider this to be gender discrimination.