I went to the Rookwood office with my toddler and I have never EVER been treated so well anywhere…read more I don't know anything about finance and I was a bit stressed that day. I didn't even have an appointment but these guys immediately opened the door for me, offered me a beverage, offered my son snacks, entertained and drew pictures for my child while another guy fixed an issue with my account in record time. Who does that!? They also answered my financial questions in a way that I could understand since I'm not a finance guru. I'm blown away by their empathy, professionalism and their ability to execute what I needed quickly before my child had a meltdown. The Four Seasons didn't treat me as well as these guys did lol. Highly recommend!

Part 2 Discrimination and abuse of power of a mildly disable…read morecustomer on 9/11 by Fidelity Work Place Services LLC employees, violation of my disability rights and abuse of power by a system that is ignorant of disability diversity. Disable discrimination by Fidelity Work Place Services LLC is , rooted in ableism, and masqueraded as "risk management" or "protection" through several key generalizations. Disability discrimination by banks in California is strictly prohibited under both state and federal laws, which in covers the customer access practices. Public entities cannot discriminate against individuals who are fully capable of managing their day-to-day activities and financial responsibilities based on simplistic generalizations that are illegal, inappropriate, unlawful and an abuse of power based on stereotypes, biases, or false assumptions about their capabilities. Additionally, this type of discrimination is systemic, rooted in ableism, and masqueraded as "risk management" or "protection" through several key generalizations. Disability discrimination by banks in California is strictly prohibited under both state and federal laws, which covers the customer access practices. Fidelity is still functioning in the stone age, doesn't understand diversity in disabilities and it places all patients with dementia in a box in spite of their ability to function competently. California's Unruh Civil Rights Act protects individuals from discrimination by "places of public accommodation," which includes financial institutions. One does not have to actually have dementia to be protected; if they perceived one as disabled one is penalized for it, and one's rights are violated and it's considered legal by Fidelity. Under Title III of the Americans with Disabilities Act (ADA) and California's Unruh Civil Rights Act, financial institutions are strictly prohibited from restricting access, locking accounts, or denying services based on generalized assumptions or perceived cognitive impairments without objective, verifiable evidence. Restricting my account access based on false assumptions without due process has directly impacted my financial independence. Fidelity discriminated against me under the false impression or "regarded-as" assumption that I have a severe dementia impairment. This is a false accusation and a violation of my rights.While I understand that employees must adhere to regulations designed to protect vulnerable adults, the staff members overstepped by declining to listen to my concerns and making unsupported assumptions regarding the extent of my capacity. Federal and state laws, financial institutions are strictly prohibited from denying services, locking accounts, or treating consumers unfairly based on a suspected cognitive impairment like dementia, unless they have verifiable, objective evidence of a lack of mental capacity or a court-ordered conservatorship. Their illegal and unfounded disability discrimination violated my rights under civil rights laws." As my Right to Dispute and Defend indicates I have the right to challenge any internal "incapacity" holds Fidelity placed on my accounts by providing documentation from my licensed UCLA Neurologist, a copy of the Presently Effective Durable Power of Attorney which I did on10/9. Between 9/11 and 10/15 I called to speak with supervisors multiple times and was told it was legal.Title III of the Americans with Disabilities Act (ADA) and California civil rights laws states that financial institutions are prohibited from restricting access based on generalized assumptions or perceived cognitive impairments. SEE LAST PART #3 AND A FEW EXAMPLES OF HOW FIDELITY OPERATES ILLEGALY

My wife and I have been fortunate to work with TWP for 2 years. Rob, Chris, and the entire TWP team…read morehave been invaluable partners for us as we have begun our careers, navigated two moves, and gone through law school. I wholeheartedly believe TWP's guidance, candor, and support is an invaluable resource for any young professional in Cincinnati, Blue Ash, Mason, or anywhere around the country. (We were clients even when we lived in Chicago, so distance is not an issue). TWP is true wealth management - far beyond financial or investment guidance. What do I mean by this? A number of times, Rob and Chris have recommended that we prioritize our savings and investments in a way that would actually decrease the pool of "assets under management" TWP would later draw its fees from. They have recommended this because they know it is the best move for our long-term wealth and to meet our long-term financial and non-financial goals. They are true fiduciaries and we're glad to have them in our corner. If you have any questions about this, reach out to them or to me. I am serious - my email is ssvirnovskiy@gmail.com, I just sat for the bar exam and have 2 months until I start working so I am happy to talk!

Our relationship with TWP started over 20 years ago. They've navigated our financial planning…read morethrough the college fund investing stage right up to the present and our recent retirements. Our current financial stability and having reached our investing goals were entirely due to their attention over time. The uniqueness of TWP is their family-like approach, commitment to providing options and recommendations for complex situations, and their undivided attention to handling whatever you require, when you require it. You feel like you are their only client. They have even connected us with other professionals, such as attorneys and tax accountants, who share their values and trustworthiness. I cannot imagine trusting our life's financial choices to just a "firm" with expertise. Once you realize that your success is as important to the team at TWP as it is to you, you understand the difference between TWP and just another investment agency.

Bowling Portfolio Management has offered me consistent and stable investment management throughout…read morethese tough economic times. I appreciate their hard work and their ability to provide smart analytics accompanied with compassion for the client.

My husband and I started working with Andrew and Devon a little over a year ago and we've been…read moreimpressed at every turn. Their customer service is exceptional and their intelligence and business savvy are literally paying in dividends. My husband has typically handled our finances and with no shame I can admit he's more financially literate than me. However, I attend most of our meetings with Andrew and Devon and I feel equally heard and respected when I voice questions, concerns, and ideas. They take time to explain concepts with patience and non-judgment. I'm sure many women (gender-stereotyping here) have had the experience of providers defaulting to the man in the room and this could not be farther from my experience with Andrew and Devon. I'd also like to add that I own my own business and as it's grown substantially in the last year, Andrew and Devon have been key supports, attending various meetings with my team members, educating me and empowering me to make decisions about profit, investment, and retirement. I could not be more grateful to have met this duo, not only for the sake of my family but also my business. I 100% highly recommend their services.

We were referred to Rhinevest and have had a great experience. Brad, our advisor, has been very…read moreeasy and enjoyable to work with. He is extremely flexible with his schedule and meetings - he even came to our house for our initial meeting! Brad is very well spoken and simplifies information. As my fiancé and I have a basic-intermediate understanding of finance, we really appreciate his explanations and how he makes everything easy to understand. Check out Rhinevest's website to learn more about their investment philosophy - they believe everyone should have the opportunity to invest and receive advice regardless of if they have $100 or $1M to invest. We would highly recommend Rhinevest and Brad!

Each year I stress about doing my taxes (and by doing I mean getting my information together to…read moregive to someone else to do). I am always stressed with trying to communicate to an accountant during tax season and usually end up filing late because of not being able to reach them/not knowing they need more information. This was the opposite of my experience this year. I just walked in with no appointment and they took my folder of information. Twice over the next few days they called and asked a few questions and were able to help me figure out what to include and what not to in my answers. Then they were done and all I had to do was e-sign. This was by far the least stressful tax process I have ever experienced. Highly recommend!

This is my first year getting my taxes done by a professional. I'm SO glad I went here! Everyone…read morewas so friendly in the office. Matt has been in the business for years and took great care of me. I was in and out in 30 minutes. Very reasonably priced - $125 after everything was said and done.

Want to get ripped off? PNC Investments is the perfect place! I invested $25,000 into a mutual…read morefund there in 2016. Right off the bat, without informing me, they deducted $1,250 in fees from my $25,000 !! 4 years later, the fund has made no money for me, so I called to return the money to my savings account. Now the rip-off starts again !! They are charging me over $500 to get my money back, what's left of it. It seems that PNC Investments would be a good place to AVOID !!! After many years, I am looking for a new bank, hopefully one with honest customer service and maybe even ethics,

Private wealth management company. Really friendly people who care about their jobs.read more

Wealth advisers and financial planners who really help people solve their problems and reach their…read moregoals. Professionals.

HAD a good working relationship with this company for years…read more Then, the economy tanked. Lost several thousand dollars from my 401 & IRA. Seems they laid-off a lot of good people, too. Called earlier to liquidate some funds and the woman i spoke with was fine. Professional and seemingly competent. She said she would put the specifics of my transaction in the 'notes' section of my account, and to call back (after 4), to get the final check amount. okay. Later, after taking the first guy (NO joke!) 10-minutes to get 'an associate on the line' to assist...turns out the guy i was now speaking with had NO notes...and thus, no idea what the woman had specified earlier. i was screwed...and had to practically start over. What should have been a 10-minute call wasted over 20-minutes. Finally just decided to close my account.

Discrimination and abuse of power of a mildly disable customer on 9/11 by Fidelity Work Place…read moreServices LLC employees, violation of my disability rights and abuse of power by a system that is ignorant of disability diversity. I WISH I COULD GIVE THEM A ZERO PART ONE SEE THE LAST PART IN MY NEXT POST On 9/11/2026 I called to schedule an appointment with a financial counselor at Fidelity Work Place Services LLC to discuss investment options for required distributions for next year since I will be 73 years old and also to update my beneficiary designations and my executor. I politely asked the representative to speak slower due to my Parkinson's disease and mild dementia, she placed me on hold without explanation and transferred me to a security associate, which was disrespectful, dismissive and unprofessional. The security associate informed me that my account was restricted and frozen simply because I mentioned having dementia. She spoke over me, refused to let me speak and explain that both my Parkinson's and dementia are very mild and I am perfectly capable to manage my daily life, financial affairs proficiently and I remain fully competent to make my own decisions. She kept repeating that the action was legal, requested a Power of Attorney and provided a mailing address for documentation which I repeated to her. She made a subj unjustifiable and discriminatory decision of my mental health and physical conditions. If I had been allowed to speak they would have been able to hear me speak eloquently, coherently, clearly and thus acknowledge that I am not demented. Neither of the employees did that.My original reason for calling was to schedule an appointment with a financial counselor to discuss investment options for required distributions for next year since I will be 73 years old and also to update my beneficiaries and executor designations. Would a demented person capable of doing that? NO. The conduct of both employees was illegally discriminatory, unprofessional, disrespectful, dismissive and an illegal abuse of power. I understand that Financial firms have strict, legal rules to prevent "elder financial abuse" or exploitation, which gives them the right to temporarily pause accounts if they suspect cognitive decline or a scam. However, they overstepped, breached my contract with Fidelity and I have clear paths to fight back the unjustified blind discrimination and abuse of power. Any violation of the ADA is also a violation of state law. Had the initial representative handled the call professionally and clearly, this situation could have been entirely avoided. The front-line security staff refused to listen to my explanations, talked over me, and cut off my access to my accounts without a shred of objective proof that I am demented, being exploited or that fraud is taking place. When customers with minimal, partial, or cognitive disabilities face unfair treatment--such as arbitrary account freezes, denied requests, or aggressive "power of attorney" demands--it can constitute a severe breach of consumer rights and an abuse of power. My attorney advised me that all I needed was a letter from my Neurologist regarding my competency stating that my medical condition does not impact my ability to manage my daily life or financial affairs, and I remain fully competent to make my own decisions.On 10/9 I went to the post office to mail my documents and after standing on line for almost an hour, the post office clerk told me that the address was wrong. The same day, I faxed a 21-page document to Fidelity Work Place Services LLC, which included a letter from my UCLA neurologist attesting to my full mental and physical health competency to manage my daily life and financial affairs and a notarized Presently Effective Durable Power of Attorney amendment from my Living Trust. A receipt of these documents was confirmed on October 10. On 10/15 I called, a supervisor informed me that the documents had not yet been downloaded and the account hold could take an additional three weeks to be reviewed. Thus submitting me to their continued unfair bureaucratic abuse of power. Fidelity discriminated against me, a highly educated, capable disabled individual with very mild Parkinson's and minimal dementia by relying on broad generalizations, paternalistic stereotypes, and one-size-fits-all policies rather than listening and evaluating my individual actual financial health and cognitive capability. This illegal, unjustified, discriminatory and unacceptable delay of another 3 weeks continues to be an abuse of power.