I had a terrible experience, paid an incredibly high price for a lot of disorganization, confusion…read moreincluding plain old math errors -- like the numbers literally weren't calculated correctly -- resulting in apologies, blaming their mistakes on lack of focus due to the death of their pet.

I reached out to Creative Money in 2016 for my first financial planning session as an adult. At the…read moretime I was in a new job as a contractor and really needed help with planning. Mindy was great, walked me through a plan and i was headed off to the races. I'm not sure I really understood it, but I rolled with it as best as I could. Fast forward a handful of years later and I wanted to revisit my plan. A lot changed from job to income and I needed something new after selling some real estate. The 2nd experience wasn't quite the same for a number of perspectives. What hit me the hardest was hearing what was said about my situation behind the scenes after my first consultation with Mindy. The planner (Sam) actally said outloud they didn't believe I could make something happen with the previous plan. Guess what, I did do something. Now I'm in need of another plan after an unexpected windfall, but don't trust the experience won't be the same. The other part I don't get is why it was suggested to open a brokerage account (which I did based on the plan) when playing the stock market is not something I do or comfortable with. Anything having to do with stocks and the market scares me and I'm very uncomfortable on any financial site outside of a bank. Nothing makes sense and vocabulary is vague. I expressed my discomfort in this area and needed a lot of hand holding to execute moving funds and opening a brokerage account. I still don't understand this one, but I did it based on a recommendation. Now I am sittiing with a brokerage account and it's doing nothing because the thought of it just paralyzes me. While the set it and forget it method is great concept in theory, it's only as good as the plan and the clients ability realistically execute. Although the 2nd plan was a great idea to retire at 62, it had zero reality of lifes unexpected changes. Good Luck!

I used Vast Solutions Group as the registered agent for one of my companies, and it was a terrible…read moreexperience. They are extremely unprofessional and consistently slow to respond. The biggest issue is their lack of communication when receiving legal documents on behalf of your business. That is literally the primary responsibility of a registered agent, and they failed at it. This kind of negligence puts your business at serious risk and is completely unacceptable.

Kenner was so lovely to work with, he did a quick consult with me, put me in touch with some…read moreresources he had to share and advised me on the best way to take care of my concerns and save the most money. He was knowledgeable and kind. Will absolutely reach out with any needs in the future and recommend him highly.

Clear, concise information and help dealing with filing taxes for my mother's estate. Highly…read morerecommended!

These people are the worst. Run away. They created massive problems for my family related to…read moremanaging book keeping for an elderly family member. They gave horrible advice that allowed a person with limited capacity to burn through money in excess of ira distributions unnecessarily that resulted in maximum tax liability. They also failed to protect my family member from a person known to have a judgment against them for defrauding an elder in their care. Horrible financial advice, horrible partner in tough times. Arrogant. Superiority complex. Do not use.

I have had such a wonderful experience with Heidi at PSPM. She has been flexible and responsive to…read moreall of my questions and concerns since the first time I expressed interest in renting one of the properties. I moved in right before lockdown went into effect. Heidi kept tabs on some basic repairs and upgrades to the space, making sure that they were all resolved as soon as the services became available. She is easy to reach via email and the app makes managing both payments and repair requests easy. It's clear that PSPM cares both about their properties and their tenants. I'm saddened to leave my space; it's been a wonderful experience, especially during such a stressful time for all of us. Thank you, Heidi!

We left our brand new condo with PSPM to rent out for us while we were living outside the U.S. for…read moreabout seven years. Bernie, Amy, and Heidi did a great job of taking care of things for us. They communicated with us by email when we were in remote places. They worked with us to adjust the rent to market prices as tenants came and went. They found responsible tenants, and made sure the condo was left in good shape after each move-out. They took care of repairs such as replacing a section of carpet after a bleach spill in front of the washer/dryer, for which the tenant paid. I'm now living in the unit. I found some traces of normal wear and tear when I moved in: the usual holes/marks on the walls; small chips in the bathroom granite; minor damage to the surface of one of the glass top stove burners; a small scuff mark on the kitchen granite; and stains under the toilet seat from someone spilling blue toilet bowl cleaner. BUT: the carpet is in almost immaculate condition; the bathroom and kitchen fixtures are shiny (in spite of our hard water mineral deposits); the bathtub and shower tile are pristine; the windows sparkle; the kitchen/laundry appliances are like new; and it's almost like moving into a brand new condo! I would not hesitate to use PSPM's services again, and I thank them for taking care of our investment with such great care.

I have been meaning to write a review for Cassandra Peterson for quite some time now. Since we…read moremoved our accounts to Cassandra's office we have been blown away by the service she has provided. Cassandra is extremely knowledgeable and takes the time to explain every possible consequence of the decisions that need to be made. She provides information in a very clear and objective way and encourages us to make the decisions. She regularly sends out educational information and occasionally hosts seminars. I always feel confident that she is concerned about what is best for us, unlike a previous guy we had. Additionally, she has always gotten us some really great return on our investments. My husband (who is a banker) is always impressed when our quarterly statements arrive. But what makes us the most loyal to Cassandra is the way she cared for us when we recently experienced job losses. We were touched by her concern. She offered help and was very supportive of our financial decisions. She called to check on us. We got through a very rough year of our lives with our retirement accounts still intact and Cassandra was one of the people in our lives who alleviated some of the stress.

Cassandra Peterson runs this Ed Jones office and I was extremely impressed with the level of…read moreservice. Cassandra literally spent hours getting me (a newbie) up to speed on investments and strategy, all before I'd invested a single dime with her. Cassandra is patient, ready to explain anything you throw at her and does exactly what you ask her to do with your money. She is clearly knowledgeable and passionate about her work. Her assistant, Nancy, is always a delight to deal with as well. I give Cassandra and this Ed Jones office my highest recommendation :)

I have been working with my advisor Rory Cannon, and I have been so impressed with his knowledge…read moreand guidance. Not only has he been able to clearly explain so many financial concepts, but his advice has been spot on. I haven't always followed it--and I've lost some money, in those instances-- but Rory is consistent in his interest in helping me make the right choices based on what we know. I've been a Fidelity customer for more than 30 years, and I feel good about that relationship and its value to me.

Oh hi, Fidelity. Remember me?…read more I promised lots of bad PR for your disastrous and purposeful mishandling of our 401k account. Here we go. On June 22, my better half, Zane Graham, requested a withdrawal from his 401k. He set up direct deposit, told that the funds should be deposited in 3-5 days. This is helpful, as we have recent surgical bills we need to pay. On June 29, we were told it took too long to verify his bank account (how hard can it be to make a phone call?) and that a paper check was sent instead, and to give it 10 days from the 22nd. On July 3rd, no check. We had to pay our rent, and we were short- thanks Fidelity. We called and we're told 10 BUSINESS days and to call back on Thursday- if it hadn't arrived, the rep said you could have it deposited direct. We gave it an extra day and called again Friday when it hadn't arrived. Here's where it gets interesting. The rep told us they could stop payment on the original, 2-day a replacement to arrive Tuesday, and that they could reverse the stop payment on the original if it arrived first. Original check arrived yesterday. Relieved, Zane called to reverse the stop payment. He was told they couldn't do that, and that the replacement had been sent already. Fuming, all we could do was wait to today- the replacement was sent Friday to arrive today. This morning Zane gets an email that the check has been accepted by UPS for delivery TOMORROW. Five days after promising the check was sent out. Let me break this down for you. We expected direct deposit before July 1st. Unless your technology is archaic, you can do direct deposit in minutes. It doesn't take 3 weeks for a paper to get to the other side of the country. Then several of your reps lied to us. And now our bank account is several hundred dollars in the hole, with overdraft fees from B of A piling up nearly hourly. And your reps made it our fault, somehow, and offered no solution. Requests for any kind of restitution or help have been ignored or met with lies. Our family needed this money. And Fidelity has better things to do than bother with things like integrity or honesty. If you're reading this review, withdraw every penny of your money and take it elsewhere.

I have 2 loans and BECU and when I took the second loan they told my to just over pay the first…read moreloan and the overage would be transferred to the second one and pay that. Well, apparently that was a lie because they keep calling me telling me I haven't made my payments. I've tried to make the second payment out of my BECU checking account to my BECU loan, but it will not let me and it will only let payment to the first loan and says, I'll have to mail a paper check for the second loan to BECU.

My husband and I went in this morning and we were assisted by Whitney. She was professional and…read morefriendly, answered all of our questions about their services, and helped us open new accounts. Very happy with our experience!