1. Trinity Wealth Management

    1. Trinity Wealth Management

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    Berwyn, PA

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    Trinity Wealth Management

    5.0 (1 review)
    Open 8:30 am - 5:00 pm

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    7 years ago

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    15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

    I have $7 million invested with Vanguard and was recently charged an 8-point spread on a bond --…read morecosting me $1,600. Their goodwill gesture was a $60 free trade. When I tried to escalate, I couldn't reach a single person empowered to make a decision. For a firm collecting roughly $21,000/year in fees on my account, this level of customer service is unacceptable. Fidelity and Schwab are starting to look very attractive. Think twice before trusting Vanguard with serious money.

    Trinity Wealth Management - financialadvising - Updated July 2026

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