They were very nice for the most part but on two separate occasions I emailed in a simple question and 1) they took a long time to reply, 2) they said they'd get back to me shortly (on one occasion they said they'd get back to me the next day) and then 3) they completely ignored me. Avoid this place. read more

Called to get some info and the gatekeeper was more focused on getting my info instead of answering my question over the phone. Asking what area I was in. I've been calling firms and asking and never had anyone ask me that read more

Unprofessional, unreliable and disappointing. My family used them for almost 20 years for taxes and investments until we lost all the money my mom left us by putting it in terrible investments per Schumann Financial's advice. They strongly advised us to put the money in those investments and that worst part is that once those investments started tanking, they stopped communicating with us. I understand investments aren't guaranteed to perform well, what I don't understand is not communicating with a loyal customer. read more

This is our 29th year working with Schumann Financial and we can't say enough good things. Bill answers our many questions in a timely fashion and has helped guide us through multiple businesses. His advice is always spot on and we meet with him mid-year go make sure we're withholding the right amount of taxes. Highly recommended. read more

Bill was a mesmerizing sales man to take my money. Trusting him, I gave him full autonomy (he would have got it anyway just by being financial advisor). He made his sales commissions, and I lost (-20%) of the money I gave him, when the overall stock indices were +20% (2015-2017). This is going to affect my retirement (age and wealth) ! read more

My family and I have used Schumann financial for generations. Bill is a very kind man and definitely knows what he's doing. He's my father's financial advisor as well as tax specialist. He did my taxes for the first time this year and got me the max refund. I'd definitely recommend them for all your financial needs. read more

The investment advice I got was terrible. He acted knowledgeable but made mistakes that cost me money. He sold me on some alternative investments that never panned-out. Years ago, he told me to stop contributing to a retirement fund because the overseeing company charged a management fee (albeit a minuscule one); I suspect he did this because he wanted my money, knowing that he wouldn't get a commission on a retirement account. Needless to say, I left him and consulted with a handful of people in finance who were critical of his ideas. I felt cheated by this man. read more