Called on Friday, Feb. 23 to find out where I can get my 1099. When I went to tax forms it said…read morenone available. After looking (almost) everywhere on their website I called, wasn't able to talk to anyone, had to set up voice activation by saying a sentence 3 times. Roughly 15 minutes later I was told that the hold time was very long so they will call you back in the order it was received. That was Friday morning, it's now Sunday afternoon. No call. Went back to their website looking again and found out that they won't have them ready until Feb. 28. Why wasn't that on the window that said "No documents available." Not great service

I got a small personal loan to help pay my bills, but because these banks are going belly up they…read morewon't let people access their own money, now rt before the weekend they put a hold ony account . My other account with them is fine , because it has noonry in it but the one that got the loan deposit from another financial institution now has a hold on it. I was told on the phone with customer service I could transfer that money to my other account or request a check to me within 24 hours . That was a bod face lie. I requested yesterday at 11 am I get a 24 hour check sent . Now I get off the phone with them andy request although was logged in at. 11 am They couldn't send a check until a manager approved itondsy, well come Monday. Walking into this bank and they better give me my money that's my money not theirs to hod onto til the very last minute because me they are going to have another lawsuit on them as nd I'm going to sit out in front of this joke of a financial institution and tell everyone.r they better withdraw their money before it's my available and the bank vosesd it's does too. Id go r negative stars to this bank. What a fall from grace this place took , lying rt to their customers ga e to get them ofg the phone so you can keep our money as long as you can so you money on it while my power gets shut off That's why I took out a loan , now you r lost a customer and hopefully many more who read this for life . Way to go Schwab as mother unsatisfied pissed off customer

Fantastic service!…read more We'd been searching for a financial professional for a while now and was very surprised when we could book a one-on-one free consultation with Ms. Teh the very next day. We detailed our plans to her, she gave us her professional opinion and gave us homework to do. She was pleasant, communicative and obviously knew her profession. We'll be using her in future for sure!

I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

I appreciate the professionalism of SB Planning and their attention to every detail. It's vital to…read morehave the utmost trust when it comes to planning my financial future. I can trust SB Planning and confidently refer others to them.

SB Planning is an excellent company who puts the clients needs first place. Steve and Paula are…read morevery knowledgeable in financial planning, but they are also kind people. They have demonstrated their professionalism to us by their honest assessment of our situation. We made important financial decisions (with confidence) because of their guidance.

Thank you very much for helping me with my credit repair... My family's very grateful for your help…read moreAfter my credit was repaired we purchased our dream house. I highly recommend you Whoever trying to get their repair

From the owner: We Are The BEST we provide solutions…read morePersonal credit (180 day Money Back Guarantee) Business Credit Business funding 5million ERC (Employee Retention Credit) refund. Personal loans 100,000+ ,depth consolidation, vacation, home improvements credit card financing , Tax preparation with cash advance up to 7k Online Banking Trust Consumer financing GRANTS Real Estate Investments Free Business Registration Auto loan Refinancing Co brand program MUCH MORE..

Shad and his team are the epitome of great customer service! Love his calm and fun personality…read morewhich makes learning about investments and money that much more easy! Sometimes we can get overwhelmed with current state of market yet Shad and Beth are AWESOME at making sense of it all. Thank you!!! Keep up the great work!

Highly recommend Shad. He is patient, listened to my questions and answered them one by one until…read moreI understood. The decision to invest my money with Shad was one of the easiest decisions I have made.

They looked at me and automatically assumed my check was bad. The check was only for $25. It was an…read moreoverpayment from my dental work I had done the dentist office was right down the street. They could've called them and verified it every single thing on the check was good. The only thing is they hand wrote my name in there because it was a company check and the girl behind the counter was very rude dismissive and you can feel the racism oozing out of her decision not to cash my check for $25.

Since moving to the area and being new, I haven't had the opportunity to get a because I have a…read morecredit union from back home.. So I had some dental work done here in STOCKTON and had a $25 over payment that they notified me about and they were having issues putting the money back on my card, so they wrote me a business check from their corporation, the check was only $25 I figured since I was at the convenience store I would walk over here and see if I could just cash it and pay the small fee. No big... Upon arrival, the security guard was very nice greeted me with a smile however, the young behind wasn't so welcoming, I asked her if I could just cash the check that it was just something from my dental the phone number was on there and the doctor would be more than happy to verify the check and verify I was a patient I had my ID I had everything I needed and she told me that she would not cash my check, when I why she said oh well it's because it was handwritten. I said OK but you can still verify it and it's only for $25 and I've never heard of a check cashing place not cashing a handwritten check, mind you check had a watermark on was reflective. It had dentist office name address printed on there. It was a professional check. The only thing that was handwritten was my name and the amount... So as I'm leaving somebody that was in front of me heard the conversation and when I got outside, he had told me that he cashes his checks there and that's not true that he has cashed a check that was handwritten from his job that was for almost $1000 there when they didn't have their payroll checks, maybe because he had there before, but he did point fact that not handwritten checks is not a reason why she shouldn't have cashed a small . .. Putting two and two together the way that lady looked at me was not very welcoming. It was clear that she automatically because I was African-American thought that the check was bad and that I was some sort of criminal or something that's gonna go in there with a check for $25. 60.. Not only that she told me to go to California check cashing when I told her that I do not drive. She just shrugged her shoulders Without being said Jewish establishments and like this, our judgmental and discriminatory a check for $25.60 when the person has ID and the company can be verified because it's a local dentist office right down the block is unacceptable. It's disrespectful and one of the reasons why we need to get these Zionist here.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!

This company is one I recommend They are very professional…read morewith their service and want the best for your interests. I'm glad to have them as my financial advisor I recommend this company

I've been with them for 6 years. Very professional, honest, thorough, patient. I am completely…read morecomfortable and secure with my retirement accounts being managed by Way Financial. Blessed to have found them.

I would like to thank the wonderful lady by the name of Wisdom, who helped me get insurance for my…read morenew car. She truly went above and beyond for me. Even though the office closed at 6 PM, she stayed after her shift to make sure my insurance was completed and active. She was kind, polite, patient, and never made me feel like I was a burden. What touched me the most was that she still took the time to help me even though she needed to pick up her child. She made me a priority and did not leave me hanging. Her reassurance and dedication saved me a day full of frustration and stress. Employees like her are the reason customers stay loyal. With her on the team, the company will continue to have many satisfied customers. I truly thank her from the bottom of my heart for all of her help.

Kanthor Loth helps my daughter get her car insurance with ease. Very friendly service will…read morerecommend to my friends and family.