My company offerers EFE as a 401K rebalancing and management option through Fidelity. Many large…read morecorporations offer this option with the company. That is how they built their core business for the past decades I believe. As an example for the past 24 months my 401K is up 27%. I'm completely hands off. I haven't even seen my statements for the past few years - until recently - and I was pleasantly surprised. It's interesting to see all the negativity in this review section.

I felt ripped off by these people. They did nothing with my account and just pulled an exorbitant…read moreamount of money out of my retirement account. It was even hard to tell what I was seeing was their fees in my account history; edelman wasn't noted anywhere, it just had the funds that were being sold to pay for their fees, so I had thought it was some kind of fee from the fund until talking to someone at Vanguard who said it was Edelman. Leeches.

Horrible customer service. They made a mistake in calculating my taxes. Then only agreed to pay the…read moreinterest and penalties up to the date the mistake was caught. It took another year to hear from the IRS. I'm on the hook for the $$ error they made and the interest charged after they discovered their mistake. If you're looking for sloppy accountants with horrible customer service these are your guys.

This review is for Harold G. one of the tellers at the bank. He has helped me with banking…read moretrasactions several times and I have found him to be extremely kind, patient, professional and knowledgeable.

I paid $904.53 in late fees for a car loan in five years, plus they sneakily added a $ 20-a-month…read morefee for some added-value service (I don't know what it was for to this day). I didn't realize I was getting charged a late fee, and I would have made sure it wasn't a day late if I had known. I've been late throughout the years because I work in tech and there have been mass layoffs over the past couple years and it affected me. The woman who calls me regularly almost relishes leaving me nasty messages and emails. My car has been close to repossession a few times and she didn't even mention they have a 3 months of not paying solution. I'm going to call the local news (I have a contact) to make this into a story. It directly contradicts their brand message of "loving their neighbor customers"!

What business owner says this to a prospective client? I explained my situation which is relatively…read moresimple. Told me to do my taxes myself. Which I actually do prior to bringing them to the professional.

We have been using Shafi & Company for many years, we have always had great customer services. Very…read moreknowledgeable, always on time, fast work. Thank you!

Brian was fantastic to work with throughout the mortgage process. He was responsive, knowledgeable,…read moreand took the time to explain every step clearly, which made a stressful process feel much more manageable. He shopped options, answered questions quickly, and was always transparent about rates, fees, and what to expect. What stood out most was how professional and steady he was from start to finish. I never felt pressured, and I always felt like he had my best interests in mind. If you're looking for a mortgage broker who is sharp, trustworthy, and easy to work with, I would absolutely recommend Brian.

Brian was absolutely outstanding, and guided us through the entire mortgage process (as buyers)…read morewith poise and humor. We would absolutely use Brian again if we needed to get another mortgage. Cannot recommand him highly enough!