Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Not all advisors are the same, I think it depends who your agent is. I have been with mine for over…read more30 years and he has done an amazing job and has always been there in a timely fashion.

customer service is the worst I have ran into in a long time…read more 3 calls and no resolve. tried to get a team lead on the line but they will simply not connect you. 8000 dollar mistake with no resolve. 0 stars if i could.

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

I arrived at Charles Schwab & Co, Inc, 30 S. 1st St, Campbell location on Friday 12 Jun 2026. I…read morespoke to a clerk and informed him that I was there to make a stock trade. I gave the clerk my name and phone number. I informed him that at the corporate office, an agent named Heath would have called ahead to advise them that I was coming. THe clerk brazenly asked for my license as if I were a criminal. There were 5 people in line who asked to view their licenses. He began addressing another client while he was still talking with me, casting me aside. He made me wait for no apparent reason, even after telling me that they only had advisors and that stock trades could not be made. Very rude of him to begin speaking to another person in line. Racial profiling seems to still exist.

A great idea going to waste…read more I have been a client of Charles Schwab for over 50 years. In that time, I've been elevated to at least the first of their "Preferred Customer" tiers. So, I trade, pretty much every day. But there is one incredibly annoying aspect of Schwab that very well may push me to transfer my account. At the bottom of each account, there is a line item titled, "Cash & Cash Investments." This line is meaningless and could be easily replaced by two lines: "Year-to-Date Profits" and "Cash Immediately Available to Invest." I have, for more than a year, almost on a monthly basis, complained, because the confusion generated by "Cash & Cash Investments," leads me to believe I can buy stocks WITHOUT INCURRING MARGIN EXPENSE. Oh, I HAVE the money - in my interest bearing Schwab Money Market Account, but I need 24 hours to liquidate that into "Cash Immediately Available to Invest." And if I forget to do this, every day Schwab charges me an annoying interest fee. So much for client dissatisfaction. What about Schwab IGNORRING a profitable promotional tool. If, for instance, I see a stock I want to buy in a hurry, and I go to my account and see I have $46,000 cash immediately ready to invest, then I'd be much more likely to invest, than worry about a margin call and waiting until I can debug the meaningless line that has a totally erroneous and/or irrelevant amounts. And yet, for months, I have not been able to get anyone at Schwab to do something. Their "Priority Level" phone agents continually take notes on my complaint (they can actually read them back to me), but they cannot (or will not) give me an email or name of a person who can evaluate this suggestion. It's a dead-end. It's like you go to your banker and tell him he's got a bucket of cash behind his desk, and he's too lazy to go look for it. It's like McDonalds has a new product, that's cheaper and more profitable than a Big Mac, and they just don't bother to offer it. It's pure, arrogant, ignorant stupidity from a company I've trusted for 50 years, and maybe it's time to find another vendor! Hey, Fisher, hey Vanguard, hey Fidelity! I'm out here. Win me over. Maybe, I'm ready to walk. How about you?

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.

A huge thank you to Richard and his team for helping me out. I had made financial mistakes while I…read morewas younger, and Richard was very direct/transparent while guiding me through making plans to iron everything out. It was nice to be able to work together to address my concerns, and I appreciate how open and flexible Roundleaf has been for me. There was a time period where I was very overwhelmed and confused in the process, and a tip I have would be to not hesitate in asking ask Roundleaf to slow things down and explain everything thoroughly. I had to educate myself on things I didn't know about, and it took a while to learn that that was okay. The Roundleaf team was always available to answer questions, and they were very good about following up/staying on top of processes. Looking forward to more growth, and I'm very glad to have Roundleaf's support along the way!

I just started my journey with round leaf but feeling blessed that I now how support and…read morereassurances that my financial standing and credit score can get better!!!

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!

Juliette is a great person to work with. She has a wide breath of knowledge across a lot of…read moredifferent financial products and goals. She listens and adjuta based on your questions. She is patient enough to help explain after fifty questions to finally help find the one pay off the answer that you weren't quite getting. I can't say enough good things about working with her.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

This is absolutely not worth for your money and time. Erik…read morepromise for money guarantee and but never respond if they fail to fulfill your request.

Oh my 5 stars all the way ! What a great staff! They are so professional and on it! They walk you…read morethrough the process all the way and update you on everything, they explain things and ask the right question and take care of what you need. I did credit repair, I had all lot of stuff that needed cleaning, I mean a lot and through a sure process they removed everything, I mean everything. The bureaus gave us a hard time at the end, but the team came through. They rearranged my whole process and now I feel confident and can venture into my plans with assuredness. I am referring my fam here and as long as you stay calm and follow their process and instill in them, you will see great results! My guy was Andrew, he is a pro and a champ, we promised I'd treat him to a steak dinner to celebrate our win and rest assured I'm gonna come through! Shot out to the team! Few pointers: 1. Credit repair done by a reputable team is not cheap, all lot of empty promises out there. 2. It is not an easy process, you have to be patient and support the team. 3. It takes time and can't be done over night if you want to see great results!

It was two days after Christmas of 2024 when We got a random phone call from a "fiduciary". Had no…read moreidea what this was. Had to Google it to see if it was a real thing. Looked up Paige Fiduciary and found Stevie Slaughter. Seemed real enough. Called her back with caution, not knowing what to expect. She was calling about our Mother. Mom was in the hospital and wanted me to know. Sadly we had been estranged for many years with no contact. We were able to meet Mom and reconnect. We got to spend the last month of her life smiling, laughing, crying and being a loving family. After getting to know Stevie during this time, we had many interaction regarding the details of the Estate and what Mom's wishes were for care etc. We found Stevie to be the most honest, caring, professional advocate for our Mom. Stevie lived the term "guardian" with all her clients. I know without a doubt she would protect a client as if it were her own family member. She and her staff were amazing at helping clean out Mom's house, helping to arrange funeral and burial services, as well as handling the financial aspects. She was constantly reaching out to us and willing to offer her knowledge of ways we could handle things. We both owe the deepest thanks and gratitude to Stevie. If it were not for her doing we may never have gotten to reconnect with our Mom for the last days she had. Stevie became and always will be a dear friend for what she did to help our family. I would suggest her to anyone that is even thinking they may need end of life services. She will not disappoint and will be on your side 100%.

This Individual makes too many mistakes and has hate in Her heart. I was excluded!! discriminated…read more! and lied too every single time I had an experience with this team it was negative and degrading . Complete joke. Shit show. From hell I was told I was priority to pick first since I'm the oldest grandson and that was a complete lie. Everybody got to pick before me and it's evident changing the options to choose. This person needs to hold herself, some accountability and lose her license. She's breaking too many rules that she has an obligation to uphold her license! Crooked ! Rip off !!! Total disappointment and no, never provided full accounting, which is a beneficiary right and a fiduciary duty to provide she plays favoritism, which takes from a family and causes issues. She'll take your money and run , and get your family to turn on you! Evil person ., A true wolf in sheep's clothing! She lost everything I was told from my lady cousin ,supposed to give to me she had held for me .. never got them .. junk jewelry with Missy diamonds popped out ,total disrespect.. baby has the oldest grandson I was supposed to go first and Pick like she said well she messed up and gives everybody else a chance to pick my first pick out of one out of five. My little sister got ! Ha ha how the hell is that fair? She caused an uproar with me and my family , and they should take her license away. I want my accounting for accounting not what you want to provide. That's not providing full accounting that's being a control freak and breaking the law.