$2k not just once but for every year for two years. Two F*ing grand for BS service. Had one of…read morehis employees (Derick I believe) call me back on several occasions because he could not understand in plain F*ing English. On top of that, I had to pay the IRS over $1500 first year and another $2k second year.. for what??!!!! I did not make over $100K!!! What a rip off service!! Staff calls with the same questions after I have answered them via email.. it's just a way to rack up the cost just like lawyers. STAY AWAY!!!

receptionist doesn't answer phone during business hours or respond to left messages. unable to get…read moreother staff members to pick up phone or return calls either.

I've been working with Dan and his team for years and cannot recommend him enough. I trust him…read moreimplicitly!

Dan is a very conscientious advisor. He ensures that you understand your financial position and are…read moreaware of the potential risk and benefit of the approach he recommends. He is willing to meet to address your emergency concerns along the way. He has fastidious awareness of the funds he recommends. Most importantly, he engages you in the selection and decision making process to the extent that you are willing to participate. It is a pleasure to have had this financial relationship with him over the past twenty-two years.

I had been investing with Schwab since 1996 after I left Fidelity for good reasons at that time…read more With a few exceptions I had been happy such as: marketing the Windhoven Fund with its 2% load (divide your return by 2% to see what the real load is); and how it treats elderly investors who get scammed because they developed a medical condition after using too many NSAIDs while under medical care. I got iNPH (so check the net). Schwab's agent decided to close my accounts without any means for me to explain myself. The agent went behind my back to contact Homeland Security and Massachusetts' elder affairs department. Yes, this agent went "by the book". The "client advocacy team" made its "business decision" without any personal input. I had a brain operation to fix the iNPH. Apparently, the "box checkers" at Schwab don't care. BTW: my other brokerage has not pursued the same procedures. So, Schwab's marketing effort to protect elder investors is just that ... a marketing gimmick. Please note: my experience is NOT with a local office although I did have 2 fewer than great experiences with a local office (but then who hasn't). My criticism (and anger) are for those at the corporate level who IMHO have added insult to injury. I can provide highly detailed information to anyone. I will be reporting Schwab to the authorities; however, I doubt much will happen because neither the FBI nor HSI has helped me recover my money.

I went to Charles Schwab in Chestnut Hill Square, not the one at 1262 Boylston Street. There were…read moretwo young women behind the counter. I talked to one of them. She was cold as ice and unwilling to answer questions. She looked at her computer and never at me when I spoke to her. It took her a while to get me an application form. I said I need to have some information. She asked brusquely: "What?" I asked her about opening a money market account and about the current interest rate. I asked her the difference between the two kinds of money market account they offered. Her answers were "I don't know. It depends." I have never met a staff of a financial institution treating customer in that manner. I did not get any answers I needed before opening an account. So I left.

Rubino and Liang is the place to go when you need help planning for a secure retirement. They were…read moreprofessional and prepared for my meeting. I would highly recommend them if you are worried about your retirement nest egg! Thank You Sam! You are the best!

From the owner: For over two decades, we have helped people protect their life's work by providing them with…read morestrategies and solutions for their retirement and wealth management needs. Our approach is simple: We offer real solutions to today's problems.

Rod Laurenz at Edward Jones was a pleasure to deal with, and I would gladly give him my business in…read morethe future. I have never been to an investment office, have never traded stocks, and felt totally naive. I had no idea of what to expect and was concerned that I might be taken advantage of. Yes, I'm a Cambrige liberal, and perhaps Rod had different personal or even financial values. But that is not the issue here-- I was treated with the utmost respect, all my questions were answered clearly and patiently. I learned that my particular stock sale was quite complicated and Rod did quite a bit of work on my behalf. I later realized that the fees I would have to pay to Rod for my stock sale were significantly higher than, say, Fidelity, and I felt very uncomfortable about having to pay higher fees to Edward Jones and felt stuck, since Rod had already done lots of work to get my stock ready for sale. When I told him of my concerns about the fees, not only did he work with me to give me a large discount, he also let me know that if I decided not to pursue the sale of my stock through his company, that would be fine, as long as I at least considered him for future investments. I certainly will use Edward Jones for my investments, as in that case the fees are the same as larger houses, but I can be confident that I will have top-notch personal service from a man who is kind, knowledgable, and attentive. I was impressed that Rod spent hours working on my behalf, and even when I asked him if I could pay him something for the time he spent before making my sale through Fidelity, he declined the offer. I highly recommend Rod Laurenz at Edward Jones for your investing needs.

Been trying to have my Mom's acct transfered to me for 6 months. They keep telling me they either…read more"hit a Snafu" or don't know how to set up an acct or send a docusign! This place seems shady and I may never get my inheritance from them. They can't set up an Acct????!!!! Incompetent or criminal?? STAY AWAY.

Financial Services Company. They found my resume on Monster…read moreand said I would be a good fit for their company. An "interview" was set up for me. I arrived to find out it was not an interview but an information session with other "candidates". A rep from the company gave an overview and handed out a questionnaire -- basically asking what type of contacts I have and if I will be willing to lean on them to buy financial products. I answered honestly and said no -- my gut tells me i won't hear back from Moody Street Group, LLC I felt mislead and will stay away. Waste of a morning and my valuable time.

I ended up filing a complaint with the Secretary of the Commonwealth after have extensive trouble…read moregetting an investment liquidated. It was very easy to get money into an Edward Jones account, but very hard to get it back out again.

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.