BSI is by far the WORST company I have ever been forced to work with. I was unwillingly transferred…read moreto BSI last summer randomly. No notice, no documentation. It was just gone out of my Essex portal showing as paid off... So once I finally figured out the BSI stuff I decided to refinance my home at the beginning of this year... Welp, don't get too excited if you want to refinance and are currently with BSI because they will make your life a living hell to get that completed. Mine still isn't complete. I started the process in January and it is now almost May... Everything for my refi is complete and has been completed for months, we are literally only waiting on BSI to give us a subordination release form for my new lender. One of their people on the phone laughed in my FACE as I was asking for the form. He told me they don't do that and I should have checked with my mortgage broker before I started my refinance and the only way to get the loan gone is to pay it all off in full...... But when my mortgage lady calls BSI, they say they will release it. So we are getting all kinds of mixed information. Not only is this keeping my refinance from closing, it's also causing issues with other policies I opened regarding this refinance. So my new home insurance is canceling today because we still haven't closed BECAUSE of BSI not releasing my form. And I'm now being asked to pay thousands of dollars upfront for my premium policies so they don't get canceled because it's mandatory to have active home insurance to get approval for a refinance. Lastly, good luck trying to reach anyone helpful on the phone if you call. I lost count of how many times they transferred me, almost all of them were rude or had an attitude and it was crystal clear that no one cared that I needed help. I was finally getting transferred to a supervisor, but the transfer took me all the way back to the main line to start all over again. Then they accused me of hanging up, which I definitely did NOT hangup, and said that that's why it took me to the main line, because I hung-up. What a joke, right? They go to transfer me to a supervisor again and I got no one. I just waited and waited and nothing.. I eventually just hung up after an hour of going in circles. I am LIVID with BSI and they should be put out of business for this. Just by reading hundreds of other people's reviews about BSI's awful customer service, fraudulent activity and how most clients were forced to use this service provider, that should be more than enough for them to be put out of business. With that being said, I still don't have the document I need to complete my refinance. Attorneys will be contacted at this point.

horrible company, Jeremiah agent id 4635 called me a lier, then hung up on me when he realized he…read morewas the one incorrect, not me lying. Caitlyn 3850 was nice and helpful. but supervisor candice never returned the call 3008

Elizabeth Trecartin CFP, recently reached out to me to introduce herself as my new advisor…read more Within 5 minutes of reviewing my account, she pointed out two items that were valuable to my financial planning that had been missed by my long term advisor she had replaced. I really appreciate her professionalism, knowledge and genuine interest in my account matters. The individual she replaced seemed to always be hurried and hard to get ahold of.

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

Angela and her team were a delight to work with. After over a decade of being an H&R Block client…read more(who burned me bad last year), I decided to give a new tax office a try. I am so glad I found Community Income Tax of Irving. The office is easy to get to, clean, smells great, with a friendly staff and knowledgeable tax specialists. No wait either! Angela addressed all my questions and took great care of me. I will be returning next year, I've found my new tax office. Thank you Angela and team!

Dropped by with no appointment. Was treated so nicely. Took no time at all. Highly recommend. You…read morewill see me next year for sure. Thank you!

The fee was too high for the initial consultation. Doesn't seem smart or ethical to ask a person…read morefor that much money for an initial meet, just seems like a way to ward off people in a certain financial bracket, which signals a kind of elitism that is off putting.

I had the pleasure of speaking with Ms. Williams and she was not only kind and patient with my…read moreconcerns but also provided detailed explanation into each concern I presented. She proved to me that the PSLF is in fact real and genuine and that I was duped by some oddball company posing as an ally into forgiving my loan. She not only made me feel more confident in myself but also provided information on how to help myself through filing my own paperwork each year and getting my PSLF on track! I can't thank her enough and I most definitely recommend her and the team at Worth Winning. They are totally WORTH it and now I am WINNING because of them! Thank you Ms. Williams!

This company is a third-party credit card issuer for several other companies, ranging from…read moreretailers to banks and even credit unions, which is how I got to know them. Had I known that Elan Financial Service was part of US Bank, I would have never applied for a credit card with the local Nevada credit union I had a good relationship with. Even though setting up my login information was easy when I got the card a week ago, I found problems with logging in to my account this morning after getting email telling me that my monthly statement was ready. I tried logging in with my credentials and was told that I could not. Then the web interface wanted to send me out challenge questions. When I set up the account, I was given the option of selecting at least 3 challenge questions, but the web interface was sending me challenge questions that I did not sign up for, thereby guaranteeing certain failure. It got to the point that I had to call customer service, which was the number on the credit card, not my local credit union's customer service. On the plus side, it was nice that I got a person that sounded like they were either in or from North America and had almost the same accent I have, but when I told the representative my issue, they forwarded me to their technical support desk, who hung up on me after 25 minutes of being on hold. At this point, I was so fed up with the process that I scissored the credit card and mailed it to the credit union whose name is on the card and explained to them my reasons for returning the card and closing the account. When supporting customers over the internet, make the web interface a lot more user-friendly. Even though the web interface may ask for a username and password, the reality is that the web interface wants the company-generated username instead of the one the user created just to access this account. On top of that, the web interface, when it requires answers to security questions, please make sure that these are the questions that the user actually selected, not the ones that the user did not...I never selected the question "who is my favorite hair stylist?" and because I did not select that question, any answer I put down will always be wrong. Hopefully, severing relations with Elan Financial Solutions does not impact my relationship with my credit union. As for US Bank, I've had bad relations with them ever since the FDIC gave Pasadena Financial and Downey Savings over to US Bank and both Bailiwick and TEKSystems had me work on a Bay Area IT conversion project in 2009 and since then, I vowed never to work with US Bank or any of its subsidiary companies, or even set foot in a US Bank institution or facility for the rest of my life.

I had to pay off my balance ASAP including the interest charges, because they are money hungry…read morepeople and when l did it showed another interest charge of $1.40 from rewards which l didn't even know l had l call and ask where did this 1.40 cents come from she said l have no idea so l get a text message and they tell me because l did not pay off the balance from my previous statement if l had not paid the 1.40 when it was due they would have charged me a late fee of 30.00$ they are about they money that's all they care about they Wii not give you any fee wavers like others credits card company l check my reward l have $25.00 to redeem heck I'm afraid to do that they might say l owe interest charges on that! I'm done with EF I'm closing my account

Unfortunately cannot recommend DiLucci…read more We worked for a few months with Tony to determine whether they were the first fit for us. We decided to move forward and we were sent a contract to sign. After a series of mistakes on his part, the onboarding process stalled. I asked to work with someone else. At which point my experience with DiLucci further deteriorated. They made a series of inaccurate statements (including that they weren't taking on new clients) that left us 6 months behind scrambling to find different accounting services. If you value predictability and honest communication, I recommend finding another option.

Working with the DiLucci CPA Firm has always been a delight, their team is highly responsive,…read morededicated, transparent, and above reproach. They will always strive to deliver their best work at every turn. Their solid advice, guidance, and professionalism continues to the consistent reason why I utilize them for both bookkeeping and taxes on personal returns and business entities. You will be highly pleased with their remarkable services.

We are a new client with Keithie and all I can say so far as we are very impressed. They have…read moreproven to be very professional, knowledgeable and great to work with. Our business needed that after the nightmare we have had over the past year. Thank you Keithie and we look forward to a long term working partnership.

The office of Keithie Graham, CPA is outstanding! She provides transparent pricing and is…read more extremely prompt and meticulous in every detail. Truly every detail. The online process felt more personal and unrushed than an in‑person visit. I received a clear, explanatory video before signing----Keithie, narrates one's refund or tax obligation. For a return with a slightly unusual circumstance, the service I received was very affordable and absolutely worth it for the peace of mind that one receives when utlizing the services of a licensed professional. I also sought her consult on navigating short and longterm retirement plans, and likewise was pleased. Highly recommend.

There is always a long waiting time, only one teller and the drive up takes an eternity! Avoid this…read morebank if you have any type of time limit

Need access to your account and Mooney from Wells Fargo today? You'll have to make an appointment…read morefor a week from now. Time to close the account and move to another bank.

Anas Alhallak is the worst CPA I have ever met. He did my personal and company taxes and then the…read morenext year I was audited by the IRS. I asked Anas Alhallak to represent me in the auditing and he just washed his hands and did not want to meet the IRS. I had to meet the IRS and answer for his work. Then I asked the IRS what trigger my auditing, and they said: "whoever did these taxes, has no idea what he/she is doing. It has so many errors that it raised many red flags with us and we decided to audit you". Anas Alhallak is a total fraud and incompetent. Avoid him at all costs.

Unfortunately, very disappointed in his service. My tax filing was very simple, and could have…read morebeen done using basic turbotax or by myself. I wish I would have done one of those. Anas does not seem very knowledgeable as a CPA and does NOT do his due diligence to make sure everything is filed correctly. I felt like he does not take the proper time to do a proper job. He made me feel like just another "paycheck" and not a true client. Working with him after filing was a nightmare, and he eventually was unresponsive after his poor service. I would not recommend even for simple jobs and would not use his service even if it were free.

Outrageous and Disrespectful Treatment -- Avoid This Credit Union…read more I am absolutely furious with the way Corporate America Credit Union handled my recent wire transfer. I tried to send money to a personal friend in Gaza -- a completely private individual, not affiliated with any group or organization. The credit union blocked and returned the transfer, giving me only a vague excuse about "internal policies" they "couldn't disclose." That's unacceptable. Gaza is not under blanket sanctions, and I was able to send the same transfer through another institution with no issue at all. This wasn't about compliance -- it was about a lack of transparency, accountability, and basic human decency. I've never dealt with a financial institution so dismissive of its customers. If this is how they treat honest people trying to help someone in need, then they don't deserve your business. Do not bank here -- take your money somewhere that values integrity and transparency.

This has been my credit union since I was a kid so I have nothing to compare it to. I use them for…read morechecking and savings. I had my debit card stolen once, and then recently just my card number was stolen. Both instances it takes days for the charges to come through for me to be able to dispute them, and then days to get a new card. I hear from people at the big banks around town that they get fraudulent charges taken care of within 24 hours, and a new card Fed Ex'ed the next day. If that's the case I feel like a sucker for being with a credit union. But in the end it has always been worked out so who knows... just a hassle when this is my only means of $. Costumer service has always been great, though!