My husband and I transferred our accounts from Michigan to Alabama when we relocated here. His…read moreaccount was assigned to someone, and when I asked to be with the same adviser, Elaine, the office manager, said I could not, because you need to have a large amount of $$ to have that particular adviser. I told her but I have more money in my account than my husband... this didn't make any sense. This was at a Charles Schwab event, and I felt humiliated. I had never been treated like this in Michigan. I did get the same adviser, but our customer service was never up to par. Only my husband would get annual calls about his account, no one there would contact me. We have since transferred out accounts to another financial planner and we are through with Charles Schwab. I cannot advise anyone to use this firm.

The Birmingham branch of Charles Schwab offers helpful seminars, where they explain their views of…read morethe market, various products and who might benefit from them. Their suggestions have always had my best interest at heart. They also periodically offer a free "shredding" event where you can take large amounts of old papers to be safely disposed of. Even though I have a modest account, I have always been treated professionally and courteously by Elaine, Lynn and the other professionals at this branch (as well as the national 800 number). I have recommended the Birmingham branch of Schwab to family members and co-workers and they have all been pleased.

Outstanding experience meeting with the owner and staff. They put the investor first and include…read morethe client when any changes in portfolio that are being considered . Smart group of staff members ,with extensive investing backgrounds.

From the owner: Advocacy, Trust, Integrity and Commitment are the anchors by which our relationships are built…read more Working with our clients is a privilege that is never taken for granted. We challenge ourselves every day to protect the Fiduciaries utilizing our Retirement Plan Consulting Platform and to assist our clients in maximizing their investment returns within their corporate retirement plan, institutional and personal investment portfolios.

This firm or their agents called claiming they were Experian, which was not true. They had my…read moresoc.sec. number and credit card accounts. Finally, they said they were Freedom Financial Group and wanted me to contract with them to reduce my debt. I said no, but they called back several times from different phone numbers. They blamed their lie about being Experian on their marketing staff. They spoke English with an accent like the Bollywood movies.

My husband and I have been clients of Freedom Financial Group for about 4 years. We are very happy…read morewith the guidance given us by Tad Hill and his office staff in helping us reach our financial retirement goals.

Very helpful and patient when dealing with my precious mom. I greatly appreciate the…read moreprofessionalism and care shown to her.

They don't answer their phone. And, they have the most annoying background music. It says "your…read morecall is important". If that's the case why don't they answer the phone? While on hold, for over an hour, I have decided not to invest in Fidelity.

We love our advisor Josh Cothran. He just moved offices to this location from Liberty Park…read more The offices are nice like most financial buildings. they offer water and coffee. We have been with Ameriprise for years and our last advisor retired so we have been with Josh for almost 2 years. Come give him a try! He is full of energy -knows a lot- and most importantly our portfolio is doing well!!!

Steve Sink is an excellent financial advisor. Very knowledgeable and accessible. I highly recommend…read moreSteve for help with managing your finances and planning for your future!

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.