They take the time to explain all that happens with your portfolio in terms you can understand, and…read moreoften give their views about all sorts of financial matters. When you're waiting in the waiting area, they even offer you a cup of coffee or tea. These folks ROCK, especially Rose, their office manager.

I went to the new office on Vets with several changes to my accounts, moderately complicated, to be…read moredone. Ms Boudreaux provided excellent service & explained everything. At the conclusion, she gave us her card so we can call her with any other concerns. She was so nice & professional, exceeding expectations.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Moved from LA to AL recently, was given a *government issued* paper ID until they mailed the card…read more Was back in LA taking care of some things and tried to use this legally valid ID to withdraw money at the drive-thru of this Kenner branch. I was informed by the teller that they do not accept paper copies of IDs. I explained to her that this was not a "copy", this was a *government issued paper ID complete with watermark, government header, etc.* but got nowhere. This paper ID is as valid as a card until I get it, legally. To my knowledge, the teller did not even take out the ID, she saw it through the tube, asked me if I had a hard copy, and simply told me that was not acceptable and sent it back while telling me to try the ATM. (FYI: Teller told me I could get $100s out of the ATM twice, so this caused me to get out of line to try the ATM, yet when I got there it only went up to $50s and it was inoperable. This was probably a ruse to get rid of me in the moment but I just got right back in line until the manager applied some common sense to the situation and did my small transaction). I was told by the manager after waiting for a bit and explaining the situation again that they were "making an exception." There was no exception to be made, the ID was valid based off of their own easily accessible I-9 listing acceptable forms of ID. https://www.regions.com/virtualDocuments/I9_AcceptableIdentification.pdf There is nothing on there about not accepting paper because that wouldn't make sense when governments within the region issue paper identification. I felt like I was taking crazy pills and being talked down to. I received assistance via "Contact Us" on the Regions website and my agent could find no such policy of them not accepting paper IDs (not saying it doesn't exist, but they couldn't find one). Compounding the issue, Regions is based in AL, and it would make zero sense that a regional bank would be so unaware of ID issuance within the region that they would make paper IDs a non-starter. As in: AL issuing a paper ID until they mail the card and then the paper ID not being acceptable at the bank. Such a policy would make it to where people who move within the region are just out of luck and forced to use the ATM until the government can get them their hard card. The employees at this branch knew good and well that not everywhere immediately issues a hard ID card, but chose to be difficult anyway. Excuses were made about LA and AL being different, but this is a regional bank and the standards should be the same. Some serious common sense re-training needs to occur with transactional employees, or at the very least, the employee who refused the transaction at this branch. The policies aren't what the branch and its employees want them to be for their own comfort, they are what they are and I never should have been delayed and questioned and made to feel stupid or like the bad guy. Absolutely nonsensical. You don't get to make your own rules. Formal complaint filed. Have to give 1 star, would receive 0 stars. Dissatisfied is an understatement.

I came in and dealt with Ms. Wendy Palmer and Matt. They were very welcoming, very friendly, their…read moreattitudes were amazing, and they went above and beyond to help me with my issue. This branch is the bomb!!!

The management is so poor and the lack requiring the manager to submit their recent employment is…read morenot enforced. This individual has had a reputation of treating people with no respect. She doesn't even know the rules and regulations of the aghoa . Screams and calls homeowners names. Uses the authority which she uses to aggravate and constantly makes the homeowners sorry they bought their homes on these properties. The board which you would think would look into hiring someone that is most suitable for the position of helping the homeowners to get adjusted to condo living and rules instead of stating that's not my job. The management position in a joke hiring someone that is not suited for the position. If I were aware of how this association is runs with persons elected to serve their positions I would have never bought in this condo association. Don't go there. Bad news!!!!!

My husband bought a unit years ago and the quality has gone down tremendously. Management and…read moreupkeep is a complete joke. The place is run as if it is St. Charles Avenue, but the clientele and management is childlike and extremely unprofessional. If you want declined quality, uneducated people and retirees with nothing better to do but be nosy, this is the place for you. This is a terrible investment and property values will continue to go down.

Fantastic customer service and wonderful staff. Highly recommend for your financial planning and…read moreretirement strategies

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.