Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

From the owner: Call today to schedule a free, no-obligation, financial consultation at (317) 503-3680. read more

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

This is an inept off of kids who talk a big talk, push paper, and are babysat by an office manager…read morewho is in. I ways helpful. Every time you go in, they tell you to wait another week, for transactions to clear. After waiting from the beginner he end of the month and still no transaction , the claim they only file papers and all actual interactions need to be done on-line of via the phone. HEY FIDELITY, if you want to sale some money , fire all these people just sitting around with AI. It will be more effective for your customers and you can pass the savings on to your customers,

Not terribly impressed with the face-to-face customer service here. I had a better experience…read morecalling the 1-800 line and getting thorough explanations. I think there's a lot Fidelity can do to be more client friendly. I don't think they "care" unless you've got beaucoup dollars. So until I have more than $250k or so I seem to not matter. I've currently consolidated all of my accounts with Fidelity, since my employer's 401k management is through them. But, I've been way more impressed just meeting with folks from Edward Jones to Merrill Lynch.

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

This is a revisit. I have used their services for several years. I initially was quite pleased. I…read morethought they were attentive and took their role of a fiduciary seriously. Most recently I received a LETTER advising me they had a plan for some new investments. The letter stated I needed to take action before May 10! The LETTER was posted May 9. Never any follow up. In July they contacted me to make an appointment. At my recent appointment I was introduced to Quinn Teague. I was very impressed he took some time to introduce himself and to have me do the same. I expressed my concern of the turnover in the office and industry. He reassured me that he had plans to stay. I hope the company offers him incentives. I feel quite comfortable that my investments are in the right hands. It's early days but I think this is headed in the right direction.

If I could rate a ZERO I would. I have just discovered that my money that I have invested with this…read morecompany is NOT where it should be. I discussed that fact that I would need access to my funds and I have now been told that since I took one withdraw out earlier this year - (COVID related) I can't take money out again without significant penalties and surrender fees. I am beyond angry. I trusted them to put my money where it could grow and I could assess it once in a while if needed. The advisor I worked with won't call me back. He has had a compliance officer call me. I worked too hard for my money and now I'm being told that I can't touch it - even to put it back in 45 days - without significant fees. Fiduciary duty...not even close. I will be filing a complaint with the SEC, Indiana Insurance Commission and the Attorney General. STAY AWAY!

Incredible people, incredible service! If you're looking for a financial advisor that listens to…read moreyou, reviews with you and realizes this is YOUR plan and money then I highly recommend! Give them a call

I had a plan. When I first started working, I knew I wanted to be able to afford early retirement…read more Even though I was an accountant with a minor in economics, I knew I didn't have the time or the ability to make the plan happen. So, back in the early '90's, my wife took me to a planning seminar which ultimately led to meeting Jeff Grund, our personal financial advisor. Jeff has worked in several financial firms, but no matter where he landed, my wife and I have kept our business with Jeff and his assistant, Nell La Lond. Nell has been at every one of the businesses that Jeff has moved. That's loyalty. It goes both ways, and when it comes to planning your future and trusting someone with the direction and investment of your money, having someone you can trust to be honest about your finances is as important as making money. Jeff and Nell have worked at Retirement Counseling Services for a while now. Their offices are easy to find. If you turn south of 86th at the Keystone Crossing stop light, RCS is located on the first floor of the office building about a block south of the intersection. If you are serious about planning your financial future, it is important to start as soon as you can. And finding someone who has experience and the personal integrity to help you reach those goals is where to start. Rev #392