I am a many-years satisfied client of American IRA. They have experts to guide pre-retirement and…read morepost retirement investments. And they do it with a personal touch. Two long term employees that have been so helpful to me are Vivian C. and Edythe R. Many others have also helped with specific objectives. I recommend them for both people currently working and retirees.

I have worked with American IRA for a few years. My experience included a promised change to…read morecase-by-case transfers that never occurred, transfer instructions that did not work, difficulty reaching the appropriate staff, being asked to sign a blank document, and significant communication issues during the resignation of the account. While my experience may not be everyone's, I did not have a single positive interaction with them. I wish there were negative stars. Please look at their review on Trust Pilot: https://www.trustpilot.com/review/americanira.com 1.7 stars! All the 5 star reviews were on the same day Dec. 20th 2019, and were all "Invited". If you look at the real reviews, the average is 1 star out of 5. There are many better self-direct IRAs, same rate, much better services.

They have some very helpful and dedicated advisors. The banking advisor they use as part of their…read moreteam is dedicated, thorough, professional and trustworthy. He gets things done. He is a valuable compliment to the advisors at this office and a pleasure to work with.

Oh my gosh, Rich is a lifesaver. He saved my family and helped me turn my life around. If I could,…read moreI would give him more than 5 stars. I would give him all the stars. 100% recommend!!!

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.

Improve front desk service. I am the legal guardian for my sister (which Schwab has in it's…read morerecords) and which I had all the legal guardian court papers with me, but Schwab won't allow me to either close the account or transfer the account.

They are no help and you get nothing good from them Stay away from them…read more If you need to see them you can try a 100 times and you will hear from them.

Very friendly and knowledgeable. They did my tax planning and turned it around in a very short time…read moreand gave me lots of options. Highly recommended

From the owner: We are a full-service accounting firm offering tax-optimized wealth management services, licensed…read morein NC. We offer bookkeeping, payroll, Quickbooks and tax services for business owners, families and independent professionals. We are experienced, good listeners, and value long-term relationships. We have special expertise in real estate.

I opened CDs and saving accounts for my grandchildren. It was a challenging process for me because…read moreI had various types of accounts to open and close. Neph helped me, He was patient and explained everything clearer to me. I laugh, at one point I questioned his math and insisted I was right. I was wrong. He was gracious and patiently explained it to me. He was everything a great bank employee needs to be. I am very thankful he works at South French Broad Self Help Credit Union, Thank you Neph.

been bank for 10 plus years referring from on track I own house finance a car with no help or…read moresupport from this bank never received loan or any financial assistance told by referral

Firefly Realty agent Jordan Lockaby recently worked with us to sell some family property in…read moreHaywood County. She found us through a local inquiry that she received. Jordan provided a market/comp analysis of our property and after a site visit, she recommended a fine sales plan! We listed with Firefly on a Thursday, had two competitive offers by Sunday am and signed a contract that evening at a price exceeding our expectations! She and her Firefly Transaction Manager Jessica handled the many admin details, inspections, referrals and docs to affect a two-week close on the sale! Well Done. Jordan Lockaby's skillful lead, Firefly's staff resources, Keller-Williams' affiliation and efficient TEAM organization provided a smooth process for a successful sale! As a R/E developer in another state, and very familiar with the realty community there, we highly recommend Jordan Lockaby and her team at Firefly Realty. SOLD!!

Alona was nice and helpful although my request was not part of her specialty she was still able to…read morehelp with good recommendations!

David is very knowledgeable and is able to explain your options. No matter how much or how little…read moreyou can invest he will treat you with kindness and respect. If you aren't ready to invest but have lots of questions, he takes his time and listens to your needs. David will also help to come up with a financial plan.

I emailed this firm a month and a half ago requesting help with a form 706 filing later this year…read moreand income taxes for 2025 and they never responded. Not sure about their work product but definitely 1 star customer service..

Rick is a great accountant! Fast and thorough! Excellent communication and helpful advice. Highly…read morerecommend!