Cancel

    Open app

    Search

    We Train U-2

    5.0 (1 review)

    We Train U-2 Photos

    You might also consider

    Recommended Reviews - We Train U-2

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    14 years ago

    Helpful? You bet! Everything you need to get your finances organized and stay that way. Super friendly staff to boot!

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    You might also consider

    Verify this business for free

    People searched for Financial Services 189 times last month within 15 miles of this business.

    Verify this business

    Fidelity Investments

    Fidelity Investments

    (33 reviews)

    Willow Glen

    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.

    Solutions Wealth Management

    Solutions Wealth Management

    (4 reviews)

    I had a very bad experience with Larysa Prytula and would strongly suggest NOT using her for any…read moreinvestment advice or service. She is not trustworthy and did not fulfill her judiciary duties. She advised me to invest in high-risk "alternative investments"; i.e., non-traded REITs and BDCs. She knew that I was elderly and a Stage IV cancer patient, and yet took advantage of my ignorance of such investments. Initially, she administered a risk assessment questionnaire, and I scored very high on the "low-risk" end of the scale. That is, I wanted no risky, illiquid investments. When I expressed concern about these non-traded entities, she had two responses: 1) they were destined to "go public" within "a year or two", and 2) we could sell them in the future if I wanted. It turned out that neither was the case, and now I have thousands of dollars stuck in investments that I cannot liquidate even after over 2 years of trying. She has been uncooperative in attempts to get my investment money returned. I firmly urge you not to use Larysa Prytula at Solutions Wealth Management for any investment advice.

    There are many choices for financial planning, but I recommend the advisors at Solutions Wealth…read moreManagement in Campbell. I have known three of their advisors for over two years and I can honestly say I feel comfortable recommending any advisor at this firm! I am looking forward to investing my money with LPL Financial. Larysa Prytula at can be that trusted advisor for you. She is a whiz at researching trends and good investments. She is also very kind and approachable.

    We Train U-2 - financialservices - Updated June 2026

    Loading...
    Loading...
    Loading...