The customer service is super super super bad. They don't listen to the customer. They don't care…read moreabout customer service at all. They also engage in unfair business practices and lack integrity.

**WARNING* Avoid Fidelity like it is the plague! Fidelity Investments "Absolutely is NOT" a good…read moreplace to invest your money! I have had investment accounts Fidelity for nearly 40 years. In the past year and especially this year (2025) 100% of my calls have been answered by Fidelity representatives who have been unable to answer basic fundamental questions about their investment products or even navigate their website. It has been pathetic! Today, it was so bad, I had to ask to speak with a supervisor (Tiffany) who has been with Fidelity a whopping 4 years and who said my experience was unacceptable and said she will "provide coaching". I told Tiffany that their representatives don't need coaching, they need education on their products!! Tiffany didn't seem to grasp that it is her responsibility to make sure her people are proficient and competent in their products. Fidelity NO LONGER appreciate that knowledge is power and time is money. Fidelity has lost its core competency in customer service and they are not even aware of it. Exactly why Sears has disappeared...loss of focus on the customer AND the competition. CHARLES SCHWAB on the other hand is a Best in Class organization with knowledgeable, competent, and professional representatives delivering 100% great experience whenever I call. Schwab website is easy to navigate and use for a multitude of reasons and uses. I wanted to hold $ in different companies because it seemed prudent, BUT I am sick of the horrible service at Fidelity! I will be moving all of my Fidelity money to Schwab immediately.

Took a chance by reading the reviews. Did not get the service I was expecting mostly by poor…read morecommunication. Made multiple attempts to communicate even to someone higher up but no luck. Owner never followed up as well or hard to get in touch with.

I met with Randy to discuss the possibility of using his CPA firm for my personal and business…read morereturns. He didn't want to do business with me, and that's why I'm making this review. This guy knows who is clients are and should be, and my business wasn't a fit. And that's fucking awesome that he should be so forthright. I love that! My business is incredibly simple. I just don't need the services that many businesses do, and Randy would rather work with clients who need more than simply their taxes done. So thank you Randy. Thank you for your time, and not wasting mine!

My advice - Do not do business with them period. My Mother was in the hospital under heavy drugs…read morewhen he contacts her. She tells him to sell everything. He proceeded to sell about everything. Does not advise her of the financial hit she will take nor advise her of any precautions at all. No red flags to him! No advice to her, no offer to meet in person to discuss her decision - NOTHING! Disgraceful man! Disgraceful company. Just sickening the impact they can have over the elderly who may or may not be in their right state of mind, but in hospital heavily medicated! Disgraceful! Chuck Hamilton Financial Advisor Cetera Advisor Networks LLC, Member FINRA/SIPC 2928 Eastlake Ave E Seattle, WA 98102

David Garberg, financial advisor, is not entirely honest, be careful.The problem is, who is working…read morefor who? Do your homework, your research. Know what you want done with your investment and don't let yourself be talked out of it.

I have Vault insurance as a homeowner. I've never made a claim for any insurance issue but had a…read morelittle disaster that required a claim. From the first day until the problem was mitigated it was a fantastic experience. If my experience is indicative of the way they handled everything I would recommend them to anyone. Wardell Johnson was attentive and professional above and beyond. Bravo Wardell and Vault.

Matthew and Doug have been handling my investments for almost 3 years now and they have been doing…read morea good job so far. Their fees are reasonable. I would say that they are honest people. I would recommend them.

Sent them my financial info as they requested, but they never followed up, didn't respond to my…read moreemails, etc. I do not recommend.

I have worked with Matthew Meyers with both financial investing and life insurance and he is the…read morebomb.com! He is very good at explaining things and keeping track of his clients. I had a phone that was not allowing me access to my voicemail. When I finally got access to my voicemails, I had one from Matthew inviting me to a financial class in the area. I obviously missed the class because I did not get the message in time, but the fact that he took the time to call is impressive. That is not the first time he has called to check up on me or my account. You can tell this man actually cares about his clients and want what is best for them. I am sure the other people in his office have the same goal. They all seem like very good people who truly care about their clients.

I've been clients of Paul and Esther for the past 8 years, and it has been a beautiful and fruitful…read moreworking relationship. First, they always have my best interests as their priority. Hence, I trust them completely with helping me plan financially for the future, and ensure that I reach all my financial and professional goals. Their strategies may at first seem unorthodox to the conventional thinker, but it makes absolute sense when you are able to see how everything fits together. Next, their business model operates on having a continuous ongoing relationship with their clients, which I love. They make me feel like part of their family. We meet regularly at least a couple times a year, and they organize regular workshops regarding tax strategies, leveraging credit, etc. which I can attend to keep up with the latest developments. They are passionate about helping me keep and grow my hard-earned money, and I appreciate how much they care about me, not only as a client but as a person as well.

Paul and Esther have been awesome to work with and are really passionate about helping people! I…read moresigned up for a whole-life insurance policy a year ago with them and they spent a lot of time on the front end helping me understand the benefits of whole versus term life insurance and how I can use the whole-life policy as a really powerful financial tool. I love that my policy has reliable growth that I feel really comfortable with, and I know exactly what the minimum balance will be whenever I decide to retire, thanks to Paul and Esther's thorough review of my policy. They do annual in-person policy reviews so it's a really personal experience!

This is by far the worst Mortgage company I've ever worked with. Communication was a joke. They…read morewere great to deal with until it's time to do the paperwork and get the loan closed. I was asked to provide a copy of my Truth In Lending Statement. The loan processor couldn't find a copy!! Had to resubmit the same documents over and over. When you call them and need an answer good luck getting a straight answer. They cost me money,time and frustration. My Realtor could not believe how unprofessional they were to deal with. Can't say one good thing about the whole process of dealing with them.

Michael has been a great financial advisor he listen to my questions and concerns and addresses…read morethem expeditiously. Decker retirement planning company has done an excellent job of managing my retirement funds and I haven't suffered any losses with them. I can highly recommend this company and advisor if you are in need of help managing your retirement funds.

Does not respect do not mail requests to stop their server-ending junk mail (in violation of…read morefederal law).