15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

I have been with Traynor Capital and Keith Traynor for a little over three years now and he has…read moredefinitely done right by me. He is incredibly responsive and has done an incredible job managing our nest egg. I trust Keith implicitly and now both my mother and step-mother are clients as well. I have used a number of financial advisors over the years and found that there are a lot of really good guys in this business that don't know how to manage money. Keith is the first one I have found that is not only a nice guys but really knows how to manage money. My performance has far exceeded all of the benchmarks since moving to Traynor Capital. The markets are going to fluctuate, but with Keith there will be a lot more to the upside.

I made the biggest financial mistake of my life letting Keith Traynor manage my money. Keith…read morecompletely ignored the the coming downturn of the market and looming recession keeping my portfolio aggressively overweighted in tech stocks. He was even buying more of tech stocks on the way down long before they hit their lows. When I tried to talk to Keith about what I was reading and hearing about the looming downfall of the market back in March 2022 he told me, "why can't you just be like your husband and not look at your account." Four months later my account was down over $200,000 and remains down. I finally pulled my accounts from him in October when I expressed my concerns over a purchase he made to which he replied "unless your horizon has changed from 10 years to 3 months I shouldn't be concerned. Traynor Capital Management may make you money when things are good but this firm will gamble with your money based on how well the market has done in the past instead of looking at what is actually happening in real time. Run from this capital management firm. You're better off with someone who knows how to protect you on both sides of the market.

I have been using Trinity Wealth Management headed by J. Charles Mann for over nine years. Trinity…read moreWealth Management style is a customized plan to match your particular needs and risk level. He carefully reviews your assets, plans, and goals. I have used Charles Schwab and Merrill Lynch before and felt their priority was their own self-interest and not the client. I have never felt that way with Trinity Wealth Management. Their team of experienced professionals guide you through the process so you are comfortable with their strategy and the plan fits your goals. You have timely personal in office reviews and robust online tools so you can monitor progress and your objectives. So if you are tired of being an unappreciated client, or need a professional review, or want a local firm that will care about you, Trinity Wealth Management is the firm for you. You will be very pleased with their approach of developing and implementing wealth management strategies and creating a unique vision for you. You can feel confident and secure your financial goals are being monitored so you can pursue the areas of your life that bring meaning and purpose. I have no hesitations about giving them a full recommendation and I'm confident your experience will be a positive one. Please give them a call for a free consultation. Bruce Bittenbender

From the owner: At Trinity Wealth Management, our goal is for you to have financial contentment, allowing you to…read morepursue the areas of your life that bring meaning and purpose. We help our clients obtain it through comprehensive guidance, innovative strategies and extraordinary service.

5 stars all the way! I honestly nothing but great things to say about Hearthfire Holdings / Sergio…read moreand Corinn. They were our first Philly apartment and I'm so thankful we found them, it was a wonderful experience. Our unit was well built and beautifully finished! I loved how Sergio and Corinn were quick to respond when we reached out. In addition to that, they are very understanding when it comes to any issues that arise. We were treated fairly and would recommend them to anyone looking for a place in the Philly area. Marissa and I will miss working with you, thanks for taking care of us for 3 years!

Nothing but great things to say about this company and Sergio and Corinn. Class act all the way…read morethrough. Sergio and Corinn are friendly, knowledgable, professional and the easiest people I have ever dealt with in this capacity. No matter the issue or question I had, they would respond almost immediately, and work with me, even on a Sunday evening. The apartment I rented was finished the day before I moved in, so there was no issues on the cleanliness or state of the apartment. Sergio and Corinn were in touch with me throughout the move-in and I appreciated that immensely. They also kept in touch throughout the year to check in and keep us updated for the weather conditions and such. They truly put together a clean and welcoming apartment and it was clear to me they truly wanted to make those of us who rented from them welcome. I felt bad about leaving the apartment as I knew I would miss having such a good company to work with. If you want top quality service and professionalism, take a look at Hearthfire Holdings. You can't go wrong here.