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.

I was skeptical with credit repair and had been working on my credit myself for a few years. Well…read morewhen I finally hit between 620-640 it was as if I had hit a wall and could not carry my score beyond that point. After looking online at credit repair and all the companies out there I felt most comfortable going to Impeccable Credit Services. Reason being they are a local family owned business and I was able to meet with Vanessa Perry in person to discuss what I wanted to achieve and my ultimate goal. She pulled my credit and could tell I was on the right path and that I just needed a little help from her and her "Credit Scientist" Glamour Perry. She explained the process and that she is strict in how we handle this process. Vanessa Perry explained what time frame we would be looking at and also how the different payment methods that I could choose from for there credit services. After speaking with Vanessa face to face she made me feel more comfortable about asking for a little help to get me over that hump and I chose to pay six months up front that very day. Now I have to admit that I could not complete everything on my list to complete and also spent a little time in hospital after being diagnosed with cancer. In the meantime and with me being physically down for a bit both Glamour and Vanessa Perry went full Credit Scientist and helped me reach my goal. In six months these ladies increased my credit by over 100 points. I called them to Thank them both personally however I wanted to write a review of my experience because they could help so many more out there. So if your looking for a hand at reaching your ultimate goal with your credit give these ladies a call and set up a meeting to talk about your future. Vanessa and Glamour Perry again ladies Thank you so much for your help.

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.

Our family's experience with Creative Planning has been great and it all starts with our advisor,…read moreAdam Hoopes who brings the essential combination of experience, intelligence, warmth, trust, and responsive to our needs.

From the owner: Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients…read moreachieve their long-term financial goals. Our comprehensive wealth management and investment services are delivered by a team of financial planners, CPAs, estate planning attorneys and insurance specialists. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. Creative Planning is a fiduciary, which means we put our clients first. Every recommendation is in your best interests. Always. From private wealth management, investment management and retirement planning to trust and estate planning, tax planning, succession planning and more.

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.

Had an excellent experience setting up an account at this location…read more Front desk staff was amazing and welcomed us with open arms. Complimentary beverages available. Beautiful office and waiting room.

As a Schwab client for over 30 years I cannot say enough for this office and especially Joseph…read moreSimmons. Joseph was extremely helpful with what my wife and I needed today, and he is extremely cordial and knowledgable.

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 !