Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

Kevin is extremely professional when it comes to helping me with my investments. He can simplify…read morethings for me with further allows me to easily understand my financial needs. I feel confident that I'm putting my money in the right places for the future. His assistant Heather is very impressive helping out with any scheduling or documents we need. Great place to go for sure.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Sent them my financial info as they requested, but they never followed up, didn't respond to my…read moreemails, etc. I do not recommend.

I have worked with Matthew Meyers with both financial investing and life insurance and he is the…read morebomb.com! He is very good at explaining things and keeping track of his clients. I had a phone that was not allowing me access to my voicemail. When I finally got access to my voicemails, I had one from Matthew inviting me to a financial class in the area. I obviously missed the class because I did not get the message in time, but the fact that he took the time to call is impressive. That is not the first time he has called to check up on me or my account. You can tell this man actually cares about his clients and want what is best for them. I am sure the other people in his office have the same goal. They all seem like very good people who truly care about their clients.

This is by far the worst Mortgage company I've ever worked with. Communication was a joke. They…read morewere great to deal with until it's time to do the paperwork and get the loan closed. I was asked to provide a copy of my Truth In Lending Statement. The loan processor couldn't find a copy!! Had to resubmit the same documents over and over. When you call them and need an answer good luck getting a straight answer. They cost me money,time and frustration. My Realtor could not believe how unprofessional they were to deal with. Can't say one good thing about the whole process of dealing with them.

I have Vault insurance as a homeowner. I've never made a claim for any insurance issue but had a…read morelittle disaster that required a claim. From the first day until the problem was mitigated it was a fantastic experience. If my experience is indicative of the way they handled everything I would recommend them to anyone. Wardell Johnson was attentive and professional above and beyond. Bravo Wardell and Vault.

Matthew and Doug have been handling my investments for almost 3 years now and they have been doing…read morea good job so far. Their fees are reasonable. I would say that they are honest people. I would recommend them.

The customer service is super super super bad. They don't listen to the customer. They don't care…read moreabout customer service at all. They also engage in unfair business practices and lack integrity.

**WARNING* Avoid Fidelity like it is the plague! Fidelity Investments "Absolutely is NOT" a good…read moreplace to invest your money! I have had investment accounts Fidelity for nearly 40 years. In the past year and especially this year (2025) 100% of my calls have been answered by Fidelity representatives who have been unable to answer basic fundamental questions about their investment products or even navigate their website. It has been pathetic! Today, it was so bad, I had to ask to speak with a supervisor (Tiffany) who has been with Fidelity a whopping 4 years and who said my experience was unacceptable and said she will "provide coaching". I told Tiffany that their representatives don't need coaching, they need education on their products!! Tiffany didn't seem to grasp that it is her responsibility to make sure her people are proficient and competent in their products. Fidelity NO LONGER appreciate that knowledge is power and time is money. Fidelity has lost its core competency in customer service and they are not even aware of it. Exactly why Sears has disappeared...loss of focus on the customer AND the competition. CHARLES SCHWAB on the other hand is a Best in Class organization with knowledgeable, competent, and professional representatives delivering 100% great experience whenever I call. Schwab website is easy to navigate and use for a multitude of reasons and uses. I wanted to hold $ in different companies because it seemed prudent, BUT I am sick of the horrible service at Fidelity! I will be moving all of my Fidelity money to Schwab immediately.

Great for reasonably priced comprehensive financial planning. They try their best to be unbiased,…read moreor at least as unbiased as possible. Investments, home buying, debt management, real estate, budgeting, etc. Feel so much better having a plan.

From the owner: Joyful financial planning to cultivate an empowered and impactful future…read more We bridge investment education gaps to help you align your money with your personal values. Independent, Flat fee-only, Fiduciary.

Zero stars option? Maybe negative stars. Tellers were less than welcoming. When I said I was on a…read moretime limit I was told that I should make an appointment. There wasn't one customer in the lobby. You could hear crickets. Someone that looked like the manager couldn't be bothered to even look up when I objected to coming back. So then I decided to move forward. Practically had to beg them. Mind you I had planned on opening 2 accounts and getting at least one Cc. So then the teller tells me the system can't authenticate me. So weird that recently another institution was throwing credit at me. He asked for a piece of mail to prove I'm me. After Ben the worst teller scanned my drivers license which wasn't enough apparently. So I show him a piece of mail and he made a face and said that wasn't adequate that I would need a utility bill. I said no was and prepared to leave. Too many hoops. He made some other snide comments and was making so many weird faces I thought he may be having a cardiac event. A stroke? An aneurysm? At any rate you should run the cameras back. Maybe this is a place that doesn't want BIPOC business? Is that the reason for the disparate treatment? Anyways I will avoid this place like the plague and maybe make a few calls...since I am in the industry I certainly know who to call! Avoid this place like an old tunafish sandwich you left in the fridge too long! Verity CU will treat you right. Go see Grace and tell her I sent you. Right next to the outlet collection in Auburn!

I've had a really great experience with this credit union, and I have used them for two car loans…read more My truck was totaled and the gap insurance, Safe-Guard Gap, is dragging their feet on covering the gap(will never use them again), but my payment with Harborstone is due and I walked in and the manager, Dennis, was very helpful. He informed me of what will be happening with this loan, and he made me feel much better about not being able to cover my loan and told me that he will note my account so I don't get collector calls because of my situation. I have had great experiences both in person and over the phone and I would definitely recommend them to my friends.