This review is only for the initial call. I researched a lot of different financial advisors and…read morethey were all pretty much the same. The difference between Lula Financial and the others I talked to is the customer service. You aren't going to get the typical "financial customer service" you're used to. Benjamin is going to talk to you like a person who needs a financial advisor and he'll use words you can understand. He might call your situation boring or lame but not in a condescending way. Talking to Benjamin was like talking to someone I knew personally, and I didn't even have to use my own customer service voice.

I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed…read moreto understand the best way to save for retirement. They did a nice job explaining the difference between all my options and the best way to lower my taxes. I don't think their recommendations were necessarily revelatory but they did a good job making things simple and concise without being condescending. If you just need some basic financial planning and investment advice, Lula Financial is great.

They are very transparent with the gold and silver prices as of today so I felt confident that I…read morewas getting the best value for my coins. Professional and very nice to me!

Chose them for their high rating here on Yelp. Got my scrap gold together, took my husband and off…read morewe went. Really didn't know what to expect, don't know how much a "gram" is. I know 28 of them equal an ounce. I did have an old WW scale and figured I might have 2 ounces. A 55 year old ladies watch, a couple of small gold necklaces and 6 gold dental crowns. Not all of it was gold, jewelry from my mom. Went in and I swear 15 min later it was tested, weighed and I walked out with a check that could pay for a cruise. Lovely people, patient, answered all my questions. AND FUN!!!

Axa Advisors take the time to explain to you - in detail - exactly what they want to put your money…read moreinto. While I only have an IRA with them, AXA offers various types of insurance, investement strategies, annuities... you name it. The staff is for the most part young and beautiful, with brains to back it up. I guess they all receive extensive and ongoing training so as to know how to best serve their clients, and to keep up to date about the latest products and trends. I've always felt confident that my advisor was looking out for my best interest, rather than being overly interested in a fat comission check.

Without a doubt, I would refer anybody looking for a financial advisor to Christine and Lisa at…read moreAXA. I met Christine at a women's business networking event and had informed her of a rough tax problem that I've been having for some time. The next day I received a phone from her and the rest is history! Being a young, small business owner I have had to educate myself along this journey of being an entrepreneur and make many mistakes. They are helping me make some educated decisions to set myself up for a strong financial future. I have never felt pressured into any decisions that's not in my best interest. They are 100% about building a long term relationship, educating me and setting me up for success. They are helping me find a small army of professionals to keep in my corner. They are pure joy to work with!

I had such a great experience that I am going out of my way to find a place to compliment Fidelity…read more It sucks that other people seem to have had difficulty with reaching a real person. That was not my experience. I dealt with the robot automated stuff for a couple of minutes before quickly reaching a human who was very polite and helpful. Despite being transferred multiple times to the wrong department, I was not that annoyed because everybody was so nice about it and each transfer was pretty quick. I will say that the "on hold/transfer" robot seemed annoyed or passive aggressively irritated and I'm not sure why they used a different voice for that automated bit compared to the beginning of the call. After the transfer mistakes, I decided to hang up and call again. I specified the department as quickly as possible (without being rude) and soon reached the correct person. From there, it was smooth sailing. After answering my questions, the guy even suggested that another department could provide additional help if I wanted it. He stayed on the line to update the new person so I didn't have to repeat the same info and the new person was just as nice and helpful. Everyone I talked to was polite, eager to help, and clear & thorough in their explanations. They made sure I understood without being condescending or taking a long time to get to the point. So despite a few hiccups, I very strongly recommend Fidelity. They earned a lot of points from me in how they dealt with everything.

I cannot submit with 0 stars! I am ready to take legal action. I have been trying to get a hold of…read morea live person with Fidelity for days! They do not answer the phone! I am the Social Service director at a care center where a resident has an account with Fidelity. He can not go online as they repeatedly stated on hold! He cannot access money. He is aged and confused at times and I just need a human to work with at Fidelity. They will NOT answer the phone! I have for days spent more than 30 minutes at a time on hold, needing to put my efforts to another task I have to hang up and try again later or the next day. I have sat on hold through my lunch break today to get up to 45 min and ticking with no sole to provide support to their customer. Absolutely absurd!

The new Slabtown office is a disappointment. The counter person Ms Longstreet spoke in machine gun…read morefire sentences . Kept tell me I'm not licensed so I can't help you . Was cold and dismissed. She must needed to catch a train . Random fast talk . Oh I'm not licensed the Schwab pen was more help . Get a licensed professional at the counter that can lawfully help and isn't in a hurry to get off work

My broker told me I could go there to get a check for fast movement of funds for buying a house…read more The lady at the desk said they couldn't do that and couldn't provide me with any help or guidance. I called the company and they were able to issue a check and that everything could be done over the phone or online. The desk lady couldn't even tell me that I could do everything online or tell me how. Real estate transactions need to happen fast and this place was useless.

My partner and I have been working with Ben for about a year now to help us get our money stuff in…read moreorder and would recommend him to anyone needing a clear, easy-to-follow plan for all things finance. The upfront cost is rough, but absolutely worth it, especially if you stick with him. He's accessible as much or as little as we need him and after every conversation, we have more clarity and confidence (imagine!) about what to do next. He follows up with a few pieces of homework and if we get stuck, he helps us do the thing step-by-step (like opening a 529 for our daughter). He's funny and calm, and 100% uncomplicated, which is like a diamond in the rough in the land of financial advisors. 10/10, highly recommend.

After chatting with Ben I found him to be supportive, frank and upfront. All great things in a…read morefinancial advisor! He spoke to me as a human in terms that were easy to understand and provided clear guidelines for helping our family achieve our financial goals.

Kevin A. at the Belmont location was incredibly knowledgeable, helpful, and genuinely welcoming. He…read moremade the process of opening a joint account feel straightforward and efficient, explained everything clearly, and kept the appointment moving without ever feeling rushed. As a queer couple, we really appreciated how intentional he was about getting our pronouns right and creating a respectful, comfortable experience from the start (even though we're often read as a straight couple). It was genuinely refreshing not to have assumptions made, and seeing pride flags at some of the desks reinforced that sense of care. He also went out of his way to help me finally change the name on my account from my deadname, which meant a lot. We would absolutely recommend working with Kevin.

Awful. Mobile deposit wasn't working, wouldn't let me enter the correct amount. The so called…read morecustomer service rep said they couldn't possibly fix the problem because they had no way of seeing my device. I said I could send screenshots. He said he had no way of knowing who to send screenshots to. I said "you mean you don't have a tech department to work on problems like this? Apparently not. And this is not the first time I've had poor service from them.

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

Luna Jaffe, Investment Representative…read more Luna is a very smart, capable, and understanding woman who spoke at my work a few months ago regarding how women invest and manage their finances. She doesn't speak down to you if you don't have a lot of experience with investing or other financial situations. I would definitely recommend that you visit her. She offers free consultations and her office is in Multnomah Village (which I adore).

Distribution requests through this agency are a nightmare. When you request customer service to…read morespeak with a live representative, they use an offshore company. I was given completely inaccurate information with limited follow up. I've decided to discontinue 6 money into my 401K. Instead, I will open a ROTH IRA with a more reputable company

This company calls me no less than 5 times a day everyday. I've never had any business with them…read moreand I'm SICK of the harassment