Upon my mother's death I needed to access her assets for the estate. The assets were all going into…read morea trust for my disabled father. I contacted Investors Capital to help me do this. I faxed them the forms they needed and in turn they emailed me the complicated financial forms that I needed to fill out with a 5 page (small script) list of instructions on how to fill out the forms. I am a college educated person and I filled out the form to the best of my ability and mailed them off. Then waited 3 months for a check. I them emailed Investors Capital and asked how long the process should take. They then explained that I should send the forms again. The forms and death certificate were never acknowledged nor returned. Meaning that I could have waited a year and never would have been notified. I then filled out the forms again and mailed in another death certificate and two weeks later received an email form Investors Capital that was simply a forwarded email from the parent company written to him stating that the client forms were filled out incorrect and the forms wouldn't be accepted. (and the death certificate wouldn't be returned) The way this email was written one would assume that the parent company expected the representative to be filling out the forms. Like every financial adviser that I have ever worked with. Not once did the representative offer to help me fill out these forms. He never made any attempt to assist me in anyway other than send me 1 sentence emails. I finally had to have my lawyer deal with him. I can not believe that my 80-year-old mother was involved with a company as heartless and neglectful to their customers as this one. STAY AWAY

I've been with Investors Capital for over 7 years and I have nothing but wonderful things to say…read moreabout the company. Everyone there really cares about the clients they are serving and I would recommend them to anyone.

Bait & switch with our refi rate, plus an endless stream of paperwork, document uploads, and other…read moreassorted hoops through which we needed to jump that always seemed to be marked as "time sensitive" made this a very unpleasant experience, but we had already been dealing with trying to refinance for months and took it all just to be done with it.

I love this bank! I've been here about 6 months -- I picked them because they have branches close…read moreto both work and home, but I've ended up loving them for a whole bunch of other reasons: First, they don't really charge fees for anything. And the savings account has an interest rate over 2%, which is better than you'll get in most money markets these days. So financially it's a good pick. They also give you some cash back on card purchases, and refund ATM fees from other banks so you can get cash anywhere. Also, unlike my previous bank, they were able to set up my personal and business accounts in one portfolio so I can transfer money easily from business to personal, instead of having to walk into the bank with a paper check like I did in the last place. Best of all, the customer service is awesome! They've taken care of everything I need, quickly and cheerfully. They'll call you personally if you make a mistake, and cut you a little slack if you go below zero in the account for a day or so before a deposit comes in. I actually *like* going to the bank. The staff makes a point of getting to know customers, and they'll greet you by name and talk for a bit if you have time. Usually they offer me coffee or cookies or a bottle of cold water when I go in. Their hours are good too, open a little later than some banks. All in all an A+ so far.

AGC Partners is has an excellent internship program that provides a great learning environment for…read morenew interns. It was a pleasure working and meeting everyone at AGC. I really appreciated everyone's patience and willingness to teach me about investment banking.

I used to work for a major credit card company that had an affiliated financial advisor consulting…read moregroup and I had grown accustomed to the 'used car salesman' consulting approach to 'financial coaching and advising', which is, 'I'll ask you a few questions and then you listen to me tell you what I know about financial planning". The experience has been refreshingly different while working with Frank. He asks questions, listens, and re-states what he hears which gives me a chance to find out what exactly I hope to achieve in retirement. It's sort of a "financial therapy" approach which gives me confidence that the choices I make are best suited for my overall 'well-being'. Holistic financial planning is how I would explain it. Very happy to work with Frank. -Nicholas