While it's difficult to gauge how successful my investments will be. It is absolutely possible to…read moreconvey what a great, caring, professional experience my wife and I received when opening a new account and subsequently moving our investments from Schwab to Fidelity. We're certainly not rich but I can say we were treated as if we were investing winnings from the lottery. Chris M. has taken more than a few hours with us, setting up our initial investment, rollover, and account transitions all the while ensuring we completely understood the process, Fidelity's competitive differentiators, and providing "food for thought" on what we may want to think about for the future. I cannot express enough our gratitude for being treated with the utmost respect and professionalism by everyone we've encountered at Fidelity. From the front desk reception to personal advisement, and the follow-up from not only Chris but the company's financial asset managers. Net/Net: Could not have received a better experience and certainly much more attention and professionalism than the other guys. My 2 Cents (no pun intended) Greg T.

Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

There is so many things to say about this company and the owner (Jacqueline). I discovered her…read morethrough Thumbtack. I needed help with budgeting for a big purchase (my car), and I needed help. Now, I love to shop so this was a challenge for me. She provided a easy to follow budget, and even built in "spending days" for me to satisfy my shopping. I have just recently signed up for another budget strategy to purchase a new home. I will recommend her for ALL of your financial needs.

We love working with Jacquline for zoom seminars on money and budget planning. She's a wealth of…read moreknowledge! Great communication and happy to help each one of our members

Neel did my taxes last year. Very professional and excellent work. He did a detailed analysis on my…read moretaxes and was able to save me money. I highly recommend.

From the owner: Offering Individual tax prep immediately! Call Today! Offering tax prep services in the Houston…read moreArea.

I have talked with these people and the out of town location as well . First you get to deal with…read moreall the phone transfers giving each person the same info to identify yourself . I was trying to roll my money from my job into an ira ,The last guy I spoke with was terrible as I have some money there already. I just got tired of his I don't care attitude and told him business must be really good to chase customers off , that was the out of town location. I should not have to spend all that time trying to add another Ira . So I will look Tommorrow and find someone that will help me .

We've invested with Robare and Jones for about 4 years now and are very pleased with our returns…read moreand the R&J team. If you are seeking an investment advisor that cares and that will put your best interests above theirs, Robare and Jones might be the place for you too!

These people are incredible! You can totally tell how much they care about their clients from…read moreevents they host. Absolutely love the financial advisors at Robare and Jones Wealth Management and they do a great job at managing assets! If you're in the Houston, Texas area or like meeting virtual then this is the right group of financial advisors.