Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Invested money with them. No human ever reached out to me ever. Now today I get a letter stating…read moremy money has been transferred to another account. I call customer no service and get told not their problem. The money went to NJ. Well it's not on the website they told me to file the claim on. Tell them that and they won't give me any other information nor is there anyone who I can speak to. Can only email the client account email. So beware your money can disappear.

401K and wealth management at its best! Steven helped me out with more needs than believable. I was…read moreleaving one firm and going to another but didn't know how to properly execute a 401K transfer or what to even do with it... Steven was there to basically hold my hand! The relationship continued and now I use him for all my investment needs! Would 100% recommend to everyone!

A couple years ago I realized how LITTLE I knew about money…read more I had the basics (savings, budgeting, etc.) and understood the end game (retirement). But what about all those decisions in the middle? It's hard to talk about, because everyone comes from a unique place: $ saved, debt accrued, etc. For example, my biz school friends went straight into jobs that made money from the get. I dropped out, waited tables, and worked for free. I was ready to make the biggest decisions of my life, but had no help to answer questions like: - If I want to buy a house in 3 years, how much money do I need? - Am I buying a house for the right reasons? - If I'm ready to start a family, when do I start saving? I started working with StashWealth as a financial advisor and it's been amazing. I got: - Personalized, actionable advice. 100% customized plan - Told me exactly how to reallocate my money. Then helped me open and close the right accounts. - Crazy good response rate. Anytime I've had a question, Rob (a co-founders) answered it in a few hours. Caveats: - SW is not right for everyone. IMO, get a baseline edu of personal finance first. - SW is NOT a "budget" option. They have a fee, more than Wealthfront or Betterment. All options are good, it depends on your needs. I've been lucky to work with many successful people. I've learned: No one "figures it all out." There's always another challenge, whether it's financial, career, or personal: mortgages, child care, job loss, cancer. And StashWealth is there to help you navigate these challenges. If you want more info, I wrote a more detailed review here, where I talk about who StashWealth WOULD be good for, and who it WOULD NOT be good for: http://christopherming.com/2018/02/honest-stashwealth-review/

I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

James is the simply best! He has walked me carefully through my financial planning explaining…read moreeverything in a manner that I can easily understand. He is wildly smart and as honest as they come - he has no interested in a dependent relationship. I've recommended him to all my friends with delight.

James is wonderful. He is thoughtful, insightful, easy to work with and has a goal of understanding…read moreyour goals and helping you understand how you can achieve them. He is gentle with those of us less organized with regard to our finances. I highly suggest working with him.

This academy is professional and very knowledgeable. I just completed my trading courses and I'm…read more already getting my feet wet trading online.. Very interesting and hands on learning. They have both classroom and online instructors. They are Master minds and excellent instructors. Highly recommend them. Looking forward to my new career as a trader. - Marilyn - Brooklyn, NY

There are OTA campuses all over the world, but this is the only one that gives you the opportunity…read moreto take a selfie with the "Wall Street Bull" (which is right down the street in the same block) and on the steps of what most people think is the NYSE (it's actually the Federal Memorial Building; the NYSE is a heavily guarded building on the other side of the plaza without a main entrance). I have taken several classes here and have always been impressed with the instructors and staff. Today I attended "Graduate Give Back", a free event where a visiting instructor shared his trading tips with a packed house. It's true the building (though not the OTA space) is a bit long in the tooth and there are rumors they're going to move soon. So sign up for a class soon and get those selfies while you can.

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

100% disappointed in this office located at 100 7th Street, Brooklyn NY…read more First: Walked in and there was no receptionist. The other person in the outer office did not acknowledge my presence. Nor did another person sitting behind the Schwab employee in the outer office. I had to ask him for help. I was then told by this person also sitting in the outer office that the receptionist would be right back from a bathroom break. He never asked if he could be if assistance. so I waited another 8 minutes for the receptionist to return. Second: I presented a letter to the receptionist requesting the division of a Trust into three separate Schwab accounts. After reviewing the letter the receptionist accepted the letter. Leaving me to believe that the information in the letter was exactly what Schwab needed to carry out the request. Subsequently, I received an email from Schwab with a reference number and that I was to call them to discuss the problems as to why Schwab could not process the request in the letter. The letter should have been reviewed at the Schwab office to ensure that the correct content was there prior to accepting it for processing. If the receptionist was unaware/unsure that the contents/information/instructions in the letter were sufficient .......she should have contacted a Schwab employee for the information needed to process the client's request. The Schwab employees in this office acted unprofessionally. Thank you

The team at this branch was very helpful. Shuo Li was very knowledgeable and answered all my…read morequestions on different products offered!

Highly annoyed and waste of time this credit union is! First off wasting 25.00 dollars is still…read moreexpensive in these hard economic times and it's non refundable! Secondly why didn't you first tell me the additional terms and than proceed to deny my application for the credit and than try and bait me into a co-signer for a loan I don't want? Honestly this credit union is good for depositing petty cash into a savings account. Anything else not so much and forget about trying to build your credit back up with their so called security credit repair cards. Again you will need a large deposit to at least have the credit card for a year to even consider getting a unsecured credit card. He rep I spoke to was even more unhelpful Jose and didn't properly explain all options till after I said this was a waste of time and money. What is the point of using a credit union when you can't utilize it unless you have at least 10,000 in your credit union's account. Be wary when dealing with this credit union they also keep sensitive documents on file for up to 2 years.

DO NOT OPEN ANY BUSINESS ACCOUNT AT THIS CREDIT UNION. Your money isn't protected! I had both my…read morepersonal and business debit cards stolen out of the mail and accessed without the secret pin envelopes that were mailed separately. The bank's security auto-fraud alerted me to a suspicious purchase after $1000s of transaction had already taken place. After filing a police report, and escalating to every department in the coop, the coop still refused to reimburse me the money stolen from my business account, and credited me only my personal debit loss, even when there was clear evidence that money from both of my debit cards was taken from the same ATM at the same time and the criminal investigation is still open. I'm exceedingly frustrated and saddened that I'm needing to write this review. I've been a coop member for over 10 years and have been helped immensely over the years but cannot accept the quality of service in response to my claim when I've received such great care in times past. My only recourse now, besides a law suit, has been to withdraw my money and write a negative review in order to warn others not to open a business account there since business accounts don't afford the same protections as individual consumers. BE WARNED! On 5/24/22 4 months after the initial theft, and escalating my dispute through every rank, Asta Cummings, Cathie Nieves, Samira Rajan, and Rebecca Pear who then finally told me that I needed to speak to Paula, on the supervisory committee. I was informed by her, that her review of the matter still did not evince that the bank was in noncompliance with both internal policies and banking regulations in handling my case and that Federal banking Regulation E protects consumers from electronic funds theft but Regulation E does not cover business accounts; therefore, the credit union is not required to provide credit for the lost funds. I have not had the time or the energy to address this kind of injustice. She literally, gave me no assurance that if my business card was stolen again or mailed and stolen again with illicit purchases, that I would have any protections! I certainly cannot be at fault for requesting bank cards to be delivered the only way I was told was available. I did not receive the cards and honestly cannot believe this is my liability. I believe the fault lies with the coop or it's 3rd party vendor that issued the card as either already active or the coop couldn't protect against someone who feigned themselves as me and/or bypassed the security measures. If someone were to come in and rob the bank would my business not be protected?  The logic of crediting my personal account for the stolen funds but not my business when both debit cards were stolen at the same time doesn't add up. I grant the consumer protection law allows my personal account to be credited but i don't believe that is the sole reason any bank would want to do so. It's because there's an ethical reason to do it not only for one account but for both.  Anything less, honestly isn't just. Every bank, police officer and person I've spoken to about this matter, have all said this shouldn't have been a difficult issue. BE WARNED

Fidelity investments makes the entire process of plannyand investing relatively easy. Its a plus…read morewhen your workplace utilizes Fidelity Financial services as their 401K plan administrator. Clearly each company establishes parameters and discounts for using the service. Previously i was using Charles schwab and the app on my PC was rather cumbersome to use and the fees were higher because they did not administer my 401k account. Fidelity the app on my phone and on the laptop make it easy to understand and dive for info and research. I would highly recommend them as a financial advisor or as a 401k administrator. I have them since September 2023 and i dont think i would change it, i like the way things are running now.

Fidelity has always stood by me. They've educated me about the economy and investments. They've…read morenegotiated or advocated on my behalf and resolved problems in my favor. They've kept appointments and gotten back to me quickly. They helped my investments grow and they've helped me set up a charitable trust so my assets can benefit others. No investment firm can guarantee the economy for the short. term. However, if you have a reasonable timeline, corporate profits will grow over 10-15-20 years and your investments will grow with them; and you will slowly become wealthy.