IT STARTED OUT GREAT. Bill served as my parents' financial advisor for many years, helping them…read moreplan for retirement and increasing medical needs. My parents trusted him implicitly, and he helped them earn substantial dividends. When my mother's health started failing, my brother and I met with Bill, along with my mom, to assess where she was financially and plan for her increasing needs. Bill showed us she was well provided for and there was no need for concern. He also assured us all appropriate beneficiary designations were in place, and when she did pass, managing and dividing her estate would be simple and quick. It should have been a big warning when my mother started to fail cognitively, and Bill insisted she was fine and she'd agreed to everything he suggested. My mom didn't even remember the call, and she told her caregiver she didn't know who he was. WHEN MY MOM PASSED AWAY, my brother and I tried repeatedly to set up meetings with Bill to discuss division of her assets. She left a very simple will, clearly designating that everything was to be split 50-50. Bill always gave a dissertation about how very busy he was, how he had many new clients he hadn't even scheduled yet, and how he simple didn't have time for us. He insisted he could not even split her IRA without seeing both my and my brother's complete financials. We asked again when we could come in and discuss all this, and if he could just divide the IRA into beneficiary accounts and then decide investment strategies for her remaining assets. He flatly refused to set an appointment. We discovered that beneficiaries had NOT been designated on the majority of her assets. Her financial groups sent Bill numerous letters asking when claims would be filed and when we were moving forward. Bill never even told us about these communications. We only discovered any of this when we started working with another financial advisor. When my brother finally managed to make contact 7 months after our mother's death, he (my brother) asked what had made the IRA split in particular so complicated, why that hadn't been done in a week like Bill promised. Bill outright said that since neither of us were continuing with him as our financial advisor, "why should he help" with the division. This was after promising 2 months before her death that he had an obligation to my mom, whether we continued with him or not, to see this all settled properly. Bill repeatedly spoke to me with a "don't worry your pretty little head" attitude, preferring to speak with my brother, even though I am the executor. He behaved as though he knew best about everything, and neither of our opinions or requests meant anything, or even deserved discussion. We are both so disappointed in Bill. He compromised his obligations to my parents, throwing a temper tantrum that we weren't working with him. It had been both of our intentions to do just that, but when he refused to meet or proceed with the estate settlement, we moved on. (Our current financial planner was shocked by all of this.) He made what should have been a some estate division drag on for over a year. He made it impossible to get required documentation to file both Mom's and estate taxes because her investment representatives would only work through him, despite a complete funds transfer already being accomplished. I was finally able to do this when my own financial advisor gave me the precise verbiage to use, but we had already had to file extensions for both entities. I would not recommend Bill Moore and WC Moore Financial Services to anyone, particularly women. He loudly announces that he is the best in the state and no one has ever left him before. I question everything that comes out of his mouth at this point.

Citibank--customer service - - - cordial- - - and THREE STARS;…read more CITI CARDS Customer Service Team- - -underhand and NO STAR ---------------------------------------------------------------------------------------------- After being hinted numerous time by the Bank of America to go "pay by app.", we resorted in early 2017 to have our credit cards at Citibank. It was fine in the sense that the Citibank tellers at the Centreville branch in Fairfax, Virginia were low-keyed and quite cordial. For this rather satisfactory service section, three stars were rated as such. On the other hand, the credit card customer service team [via e-mails & finally, a letter dated March 7th received as of today, March 15th, 2018] was a bit too wishy-washy as well as too underhanded for me. They sent unnecessary and border line silly e-mails almost every week eg., more ways to use cash rewards. And yet, when someone tried to use our card without our approval, Citi cards Customer Service Team FAILED to inform us that they have closed our original credit cards or inform that the cards were to be replaced by new cards!!! We had an incident and thus had to call them and so found out. So much for the rigmarole e-mails from them. Then, the underhand aspect from "Customer Service Team" :- Our cards were canceled as of February 6th, 2018; for someone tried to charge $309.00 via our credit card to Venmo--a digital wallet. The Citi cards customer service team made a mistake by over-refunding us by crediting our account twice on February the 6th.. Only when I looked at the billing statement--received on the 5th of March, did I realize that we were credited TWICE. The very next day March the 6th last week,--- I went in to pay my credit card bill and informed the teller. The fellow was unable to help me and asked me to go sit and wait for someone else at the bank to come to talk to me. I was certain that my informing them was adequate for them to take action and did the follow-up already. For the above reasons, I told that bank teller I had too many errands to complete to be waiting around the bank for more talking. [No, I did not tell him I had too many to get done*** --- before taking my husband the following days to a few medical centers for blood tests and MRI,and so forth. --- *** [I could not care less if rather some strangers believe my words or not. Close friends know I have been brought up to take own words as written contracts..] From February the 6th till March 6th, the Citi cards customer service team took no actions--- until I went to tell the bank myself on March the 6th. Then the customer service team decided to write to me on March the 7th--one day after I informed the bank. Coincidence???, I don't think so. Did they acknowledge that I was the one to point out this mistake of their twice crediting us? Of course NOT. That's why I said they wrote to me a rather underhand kind of letter --- "Our record show your account was credited twice...." Yes it took me one day to discover this mistake and went to inform the bank. BUT It took the Customer Service Team full THIRTY days--and ONE DAY after I informed the citibank. So much for services from the Customer Service Team. Perhaps, it is time for us to move on...

After canceling my card due to fraud, Citi issued me a new card number -- and somehow scammers got…read morethat number too, resulting in yet more unauthorized charges on a account that should have been protected. When I called to resolve it, I was transferred multiple times, disconnected, and spent over two hours on hold with no real solutions. To add insult to injury, when I requested older statements, their system was down but not one representative bothered to tell me that -- they just kept sending me in circles telling me to look online, wasting even more of my time. Citi failed me at every level: security, customer service, and basic transparency. They also have tons of hidden fees, and do not reward loyalty. Lots of other banks, pick another one

What business owner says this to a prospective client? I explained my situation which is relatively…read moresimple. Told me to do my taxes myself. Which I actually do prior to bringing them to the professional.

We have been using Shafi & Company for many years, we have always had great customer services. Very…read moreknowledgeable, always on time, fast work. Thank you!

This place is nice. I prefer credit unions. I stood in line. After waiting a few minutes, an…read moreemployee invited me to her desk. I was able to make a deposit. I learned that NFCU uses Zelle (similar to Paypal, but free & instant). The employee showed me how to sign up for Zelle. You can sign up on your phone. You can choose which account you want to deposit money into. The staff had little media pads for kids. They were a hit. I like having the convenience of being able to make deposits by phone with the NFCU app, if I don't want to drive to a branch.

Most polite and accommodating financial institution I have dealt with in my life, On the phone and…read morein person. I don't do a lot with them now as I am almost debt free but still have a MC Rewards Card 50K limit with them along with 2 paid off mortgages. I still use the checking and savings with them. I have been treated like a VIP since opening my 1st account with them 20+ years ago. P Riley, Charles Town WV