Fidelity Wealth Management is not worth the fees or the headache…read more I was charged 1.22% quarterly and promised a "designated advisor" for that fee, which is not correct. As a paying client of Wealth Management, you get a team email address and whoever is on the advisor's team will respond to your email or you can schedule a phone mtg via their calendar scheduling system. I never met my advisor in person (only via phone), he never put any effort into building a relationship with me, he talked down to me, negated anything I questioned especially when I wanted to learn why he was investing me the way he did, he basically churned my account each month for his own benefit (commission/bonus), etc. When I asked a simple question as to whether I should start a Roth at age 59, because I'd never done a Roth before, my advisor said I could start one or not and that it was really up to me. That was it. No discussion on pros/cons, tax implications, etc., nothing. I ended up asking the same question on the Bogleheads site and received lots of very helpful free advice regarding Roth and investing in general. Fidelity sent me a customer survey and when I responded that I really needed to educate myself better so I could manage my own investments, my Fidelity advisor called me up ranting & raving that my survey comment will affect HIS bonus, etc. If Fidelity doesn't want honest answers on their obviously non-confidential survey, perhaps they shouldn't send surveys to their clients? I scheduled a phone appointment with my advisor and received several text & email messages confirming the appointment. Then, I took time away from my job and sat on the phone for over 25 minutes and my advisor never dialed in. He completely blew off the mtg. After I called his office, I was informed that my advisor was no longer with the company and was pursuing opportunities outside of Fidelity. I asked when Fidelity was going to inform me of this because I had a scheduled phone mtg today and they said his exit was abrupt and it wasn't their fault because the scheduling system is tied directly to the advisor only. After paying $5,000 for less than 9 months with a bad Fidelity advisor, I terminated Wealth Management. When I emailed Fidelity Customer Service to file a formal complaint regarding my bad experience, I received a canned scripted email saying they investigated my complaint and the only thing they can offer me is a new Wealth Management advisor within the same office. No thank you. Fidelity accepts zero responsibility if you get stuck with a bad financial advisor.

I am a 3rd generation investor with Fidelity Investments and they have always been great. During…read morethe pandemic when many lost most of their funds at other places, I took a small dip then the way they handled my funds actually made me money, not lost it. I was better off thanks to fidelity. They always help me with a live person that addresses any concerns, and they assist with short and long term planning goals. Everyone is knowledgeable, professional, personable, and helpful.

If you're looking for a CPA who is not only incredibly knowledgeable but also genuinely cares about…read moreyour financial well-being, look no further! I had an amazing experience working with this firm. From the very first consultation, they were friendly, patient, and extremely thorough in answering all my questions--no matter how big or small. They took the time to review my situation in detail and found deductions and opportunities I never would have spotted on my own. What really impressed me was their clear communication and the way they broke down complex tax topics into easy-to-understand terms. I never felt rushed, and they always made sure I understood every step of the process. Turnaround time was fast, pricing was fair, and the level of professionalism was outstanding. It's rare these days to find someone who delivers both top-tier expertise and exceptional customer service, but they absolutely do. Whether you're a small business owner, an independent contractor, or just someone who wants their taxes done right, I cannot recommend this CPA highly enough. Five stars all the way!

Unethical, rude, disrespectful, insulting, and unprofessional CPA. Has treated me and others with…read moreutmost disrespect and incompetency. Wasn't transparent about pricing and charged much more than quoted. I told her we would be parting ways after tax season, as my S-corp return and personal have not even been started on yet (S-corp due March 15, they filed extension March 14 but didn't give me any updates, today is April 5) about which I was not notified, and she had the gall to fire me as a client 10 days before individual taxes are due because I set boundaries with her. Her emails included insults and personal attacks, and her office did not return everything to me that I sent them. Cites reason for the incompetence is that an accountant left her firm. Perhaps if she weren't so ugly to clients and employees, people would stay. Here are some comments she made to me just today via email (not counting previous encounters): When I asked why they didn't call about discovering my returns haven't been worked on: "I am not curt. I am still confident, and that's why we are working our tails away instead of crying over it on the phone." "Can you please stop panicking for no reason?" When I questioned the hike in pricing and lack of transparency about it (important to note I told her when I hired her that I am new to being a business owner and need some guidance, which she agreed to provide): "I am also certain you realize it took time to answer all your questions in person or over the phone. I understand that you came with very little knowledge of how the S-corps work, but it is not my place to educate for free." This is just a sampling, and there were were pleasant interactions as well. However, there is an overall air of superiority in her communications. Mila seems unable to take accountability for her choices, and deflects them onto her clients when there are negative consequences. For example, I am aware of a former client who fired her as a CPA due to her behavior. When I brought this to her attention, she advised that she fired the client, who is no longer welcome back. I'm aware of more another individual who plans to fire her because of their experiences with how rude she is. She may be good at math, but she is terrible with people.

Eric and Dave have helped me with multiple policies over the years and always find the best rate…read moreand save you money at the same time it doesn't get any better than that!

I'd give zero stars if I could. The office didn't call back when the sump pump flooded the…read morebasement. After finally getting ahold of them, the gentleman on the phone was rude and condescending. I still made an appointment for him to come see it. He showed up 2 hours late with no apology or call to notify me of his tardiness. I'd never suggest using them.

Had a great experiance moving drivers and personal liability insurace to a new state! Would…read morereccommend!

I highly recommend Evelyn Jamison and her crew for insurance needs . She got us a package of…read morerenters, two auto insurance, and 2 20 year level term life insurance policies. Evelyn is right there in the CWE of StL when you need her. Real people, passionate, will work hard to meet your needs. Avoid fly by night online insurance companies from who knows where. Online insurance co never there when you need them

I've found the staff of McCarthy and Company to be professional, attentive, and extremely helpful…read morein resolving issues and problems, from the routine to those a bit out of the ordinary. I would not hesitate to recommend their firm and I will be using their services again.