It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

I have been getting help from a financial advisor here for several months now and he's great!! (His…read morename is John). Schwab has many different investing options to choose from, and the advisors help you decide what to do at no charge! I have had a million questions, and I've been met with great patience and help. The front desk staff are polite and friendly.

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

E*TRADE is complete garbage. They are currently blocking me from retrieving the last $21 in my…read moreaccounts. I have filed complaints with the CFPB, the FDIC, and the Attorneys General of NY and NJ. I am going to win - they have no defense. It is always this sort of nonsense from E*TRADE. The customer service people are well below the quality of the staff at Schwab and Fidelity. Clearly E*TRADE customer service reps hate their jobs and they take it out on the clients. They assert what trivial power they have to abuse their clients.

I used E*Trade for about 20 years, maybe more, but I finally had enough and left. My experience was…read morepositive for most of that time, but in the past six months things went downhill badly. They failed to provide timely notice when a check I deposited bounced, so they just went ahead and sold securities from my account and kept the money, without notice to me. There are incredibly long hold times, service reps who are not properly trained, and far too many bugs in the website, app and general corporate operations. The E*Trade point of contact assigned to work with me was kind but often ineffectual and failed at basic tasks like putting up an auto responder when he was out of the office, so once I didn't hear from him for over a week after I reached out.

Working with agent Debbie Zech of Llewellyn, my wife and I quickly found a great home. We were…read morecoming from out of state, and Debbie did a lot of work by phone and email. The rapport between her and my wife was so good, that I think my wife would've let Debbie pick a house. After the remote-shopping phase, the two women then spent a weekend touring homes with her. To my surprise, that was all it took to find a property of the right size, right price, and right location acceptable to the tastes of both my wife and I. From that point on, Debbie expertly shepherded the process from bid through close, ultimately doing a little extra to make sure we were satisfied with her, Llewellyn, and our purchase.

I've been contacting this company for three years, trying to get them to STOP leaving fliers on my…read moreproperty/door. Each time, they've assured me that that would be the last time, only to have it happen again and again.

When we first started with Scout Properties, things were great. Our first manager, Nick, was…read moreprofessional and easy to reach. But after Victor took over, everything went downhill fast. I'm not sure Victor ever really knew who we were and I can't be sure he ever visited the apartment before things really went to crap. He completely missed a major toilet leak--even after the tenant moved out--which left us with a cumulative $5,773.14 water bill. Then Scout didn't handle the tenant's voucher renewal properly, with no warning to us, which made the tenant move out early and cost us rental income. Even worse, we've now been stuck for several months without a tenant and have had to cover all the turnover costs ourselves. Despite that, Scout still charged their full management fees while barely responding to us. All of a sudden, Scout dropped us as clients (including our neighbors who were clients also), kept the fees, and stopped returning calls. Our next‑door neighbors had the same experience -- and told us their tenant was even offered an apartment at another property managed by Scout. Everything started fine but turned into one expensive, stressful mess. Don't hire Scout Properties unless you want poor communication, big bills, and months of lost rent.

You get what you pay for, their units aren't that expensive, and it's for a reason. I thought I…read morescored a deal when I recently moved into a unit on Bunker Hill Rd (early June) managed by this team, however, I have had a mixed experience. While some communication has been responsive, the overall condition of the apartment and follow-through on certain issues have been disappointing. Upon move-in, the unit was not thoroughly cleaned. There were hardened food splatters in the microwave, a dirty stovetop, stained cabinets, filthy outlet covers and light switches, and windows that looked like they had never been cleaned. One of the bedroom windows didn't open at all. The living room and bedroom floors were also worn and splintered--rough enough to tear pieces off my mop while I was cleaning. I submitted an inspection report with photos and received a response from the property manager acknowledging the concerns. A bathroom wall hole was patched (though the repair was done without any coordination or notice), and I was told the chipped toilet tank issue was being reviewed with the landlord. As of now, I haven't received a follow-up. I was also told the technician would be reminded to be more mindful of cleanliness, as the workspace left behind wasn't ideal. The most concerning issue, however, was finding a roach inside the microwave--before I had even used it. That was the final factor that led me to submit an early lease termination notice 22 days after receiving the keys. I'm giving 3 stars because rent payment through the portal was convenient, and Victor did respond to some of my concerns (however, it felt like he never responds to an email in its entirety). But the move-in experience, unresolved maintenance issues, and poor communication has bothered me entirely. I hope more attention is given to preparing units for future tenants and being more efficient in communication.

Worst bank branch ever!! Charles Mills worst manager ever!! Don't come here, they don't have enough…read moremoney to cash you out if you want to close an account or deduct money from your account. The manager Charles Mills was extremely rude to my mother who is a senior and myself. He didn't want to provide a business card when I mentioned I would file a complaint. Horrible stay away from this branch!!!

Worst bank ever. DO NOT OPEN AN ACCOUNT WITH PNC. I went out of the country during COVID for a few…read moremonths. I let the bank know and never had any issues until out of the blue they closed my account and my debit card (the only way to get cash overseas!) with no notice. NO NOTICE. When I called to inquire they provided no explanation. Really unprofessional. I will never be using this company again.

They contacted me with request for an email and phone number over a week ago and have yet to hear…read morefrom them. I openly stated I was looking solely for health insurance and they did not specify if they could provide this service. Disappointed.

From the owner: Guzhuna is a risk and wealth advisory firm, built on the philosophy that protecting wealth and…read moregrowing it are not separate pursuits. Headquartered in New York and serving clients across the United States and Internationally, we work with business owners, executives, and families whose financial lives require more than capable advice across individual engagements. We offer insurance, investment management, wealth structuring, estate planning, and business advisory as one integrated strategy. Our approach is built from the ground up. Risk is assessed and structured before capital is deployed. Every component of a client's financial life is designed to function as one coherent whole, from the protection of what has been built to the planning of what comes next, and the legacy that follows. We carry no proprietary products and maintain no affiliations that would influence our recommendations. Our only obligation is to the long-term integrity of the financial lives entrusted to us. Independent. Unconflicted. Built to endure.

My family has been pleased to hire Richard Marea, Esq. to prepare our taxes -- which include a…read morerental property, investment income, childcare/ education expenses, mortgages, etc. -- for the past couple years. He is stellar. Richard uses modern digital tools like Dropbox to make it very efficient to upload W2s and other paperwork at your convenience, and is amazingly responsive to questions. Communication is direct and crystal-clear, and e-signing and e-filing returns makes the whole process a breeze. My only regret is slogging through TurboTax for so many years before Richard was recommended to my thoroughly-researching wife. The 12+ unpleasant sleep-deprived last-minute hours I save each year are worth the fair price of tax preparation from Accutax. And our tax liability seems to have dropped a bit too. We recommend this service to friends and family. The perfect reviews are well-grounded.

Richard is the ultimate professional: informed, precise, thorough, and attentive. His services are…read moreeasy to access online, making the entire process stress-free. He is always happy to answer a quick question (no charge), is available for longer consultations, and keeps you updated throughout the year on policy changes that affect your circumstances. He explains these in language that is easy to understand, making it easier for you to take action wherever necessary. He really is the person you need to get through the process quickly, and at a great price.

Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Brian was absolutely outstanding, and guided us through the entire mortgage process (as buyers)…read morewith poise and humor. We would absolutely use Brian again if we needed to get another mortgage. Cannot recommand him highly enough!