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

Absolutely miserable account opening process. I wasted so much time and went through so much hassle…read morejust trying to open an account where I could just deposit some money. In the end, yet another person got snippy with me and that was the final straw - I just gave up. These people act like they're doing the public a favor and have the technology of the year 2000. If this is how they act when they're courting new customers, I hate to imagine what it's like when they're holding on to your dough.

This credit union has more than enough well deserved reviews so I'll also tell how miserable they…read moreare. I had a matured CD and on receiving the total amount they omitted returning my small savings they required at opening the CD. I requested to send me a check for the $7.54 and close the account. They wanted me to send a list of documents including my Drivers License... JUST FOR 7 BUCKS???!!! It's not easy for me, an unsavvy computer tech, to gather all these things. So I insisted to just send me a check and finish wasting my ltime and her company's. No answer. So USSFCU decided to put a little old lady in her 90s go through more loopholes before returning just $7.5??? No aswer again of course. It's not the money, it's the abuse I resent.

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.

Went in with 3 checks for deposit. Was first customer on the morning. The account rep came right…read moreout and took my checks, all of which were properly endorsed. It took him over 20 minutes to do whatever he did to complete the deposit. Ridiculous wait.

i think is the corporation as a whole. I was blocked from my account so when I call I was left on…read morehold for 30 minutes just for them to get information that was already documented. They come back with more issues to put me on hold for another 15 minutes just to say they can't help me and find another institute to bank with .... one thing in life you can't get back this time which they wasted for nothing to be resolved. It Definitely moved then to the worst service i've ever experienced. Ive gotten better service at a fast food restaurant that doesn't know my personal information or handle the same quantity of money as a so called investment bank !!!!

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.

I regret meeting systems engineer Jonathan Beaudeau. During the first meeting, Jonathan seemed like…read morea straight talker. He came and told us he would do these things on the security system. Me and the coworkers were impressed. Then weeks passed and Jonathan Beaudeau did very little. We tried to talk to him about it. Beaudeau screamed at us and told us to get the F out of there. We called his supervisor. We found out he was a consultant, not an employee, and they couldn't really do anything. BAE systems needs to get its act together. If they have scam engineers such as Jonathan Beaudeau, a human resources review should be done.

This is the only viable bank in southwest DC. During the work week there are a lot of people…read morearound taking a walk, looking over one of the many food truck vendors, and using this Wells Fargo. It gets a one-star rating. The ATM machine is laid bare for all to see, from Maryland Avenue, and makes anyone using the same an easy target for a robber.

I went in to get help with an online issue and even though the banker couldn't do anything for that…read morespecific issue he did not with me and try to see how he could help me in some other way. He did not just tell me he couldn't help without any other options and on to the next customer. Very attentive staff. The tellers were fast and super sweet. This was a chilly, rainy, Monday. :)