Had a Schwab retirement account for many many years and only recently had to visit a branch in…read moreperson. Worked with Sean Shaughnessy (VP, financial consultant) from this branch for the last 4 months and he has been so helpful to us setting up accounts, POA, transfers, and all sorts of random finance and tax questions. We mostly self direct but he answered a lot of my questions and is so responsive. We had terrible experience with investment consultants at another bank that we paid a lot of fees to, it was a complete nightmare, so glad we finally pulled the money out and can now self direct.

Charles Scwab is no longer run by professionals and stockbrokers. It's run my computer geeks like…read morethe ones at Best Buy - a self-service operation staffed by nerds who sit behind desks and play with computers and cell phones. Don't believe me - call ANY of the phone numbers listed and TRY to reach a human being; just try !!! I stopped trying to use their AI phone system long ago and started going into the branch offices instead. THIS branch attempted to transfer a very large retirement account into my Swab account. The first attempt FAILED when they forget to mail the signature pages on the transfer documents. The second attempt FAILED when they forgot to send the notary authorization form. I have a 9 year old nephew that can put 6 pieces of paper into an envelope and mail it, but it took these guys 3 times and several weeks of wasted time to get it right. I tried calling the branch manager and assistant manager several times and got voicemail, but never even the common courtesy of a callback. If you do business with Schwab, you better get used to baby-sitting or doing things yourself !!! They simply don't care if you do business there or not.

Our journey with Manna Wealth Management started in late 2013, like most couples we had a mixed bag…read moreof pensions, some personal savings, some company 401ks and some cash earning nothing in savings accounts. The team manna wealth management were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire. They assisted us to consolidate our personal ira accounts into a single place and to maximize the tax efficiency of all our retirement accounts.

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

Great customer service and free snacks! I always look forward to going there. High recommend.read more

This move to Fidelity was such a horrible experience…read more I knew this guy , Joe Bartosic was Dishonest and contacted his boss and we had a special meeting. His Boss, Ryan Steward assured me that he was an honest guy and would make me some money. My instincts were 100% correct. I think I'm down 50K or 60K plus he sold all my Verizon/GTE Dividend Stock, that I have had since 1977 and was paying 2K a year in dividends. and Sold several of my Vanguard Funds without my approval. Vanguard Emerging Markets (VEMAX) and others. I'm not 100% what I am going to do but I am going to write a review on YELP , list all my problems and make sure everyone knows the truth. Shame on Fidelity, I trusted them and they weren't worth trusting. If you have to be DISHONEST to get customers, that shows what a horrible company Fidelity is. I have not even looked how much you charged me to move back to Vanguard. attached are pics of my statements that he refused to send me. Now I know why, He didn't want me to figure out he was cheating me. Fidelity kept changing my mail back to e delivery and I have the emails etc. I did get a partial statement in September. but then is when they changed me back to e delivery and they did it multiple times. I had to contact Fidelity directly to get statement to figure out how you cheated me. I got 3 months of statements. I made the move to get out of this Fidelity mess right then!. Was a customer since 1977 and you screwed me. Fidelity has is still holding 25K for more than a month. Give me my money so I can invest in some lower fee quality Vanguard products. Big pitch was how easy my life would be. Now I have a full time job sorting out this mess and now have to sell all these Fidelity dogs. They really screwed me. You cheated me and made trades I did not authorize or was ever told about. I had my Verizon stock since I was 26 and it was my first start to a saving plan. I would have never sold it and it is a dividend stock that pays quarterly. This Verizon/GTE stock was my first investments and were VERY important to me. Kind of a benchmark, marking my progress in investments. My losses with the Fidelity funds are the worst in my investing history and this all took place in less than 4 months. Please stay away from this company, it's almost elder abuse. When I contacted Fidelity Corp about the unauthorized trades etc., they gave me the song and dance everything was on the up and up. I told them that we should hire the best Polygraph Examiner in the Northern Virginia area to ask these two questions with the dishonest person paying the examiner. Offer still goes! They never responded to my offer. 1. Did Fidelity ever tell me they would be making unauthorized trades. 2. Did Fidelity ever tell me when trades were made, why and who authorized them. NEVER! Stay away from these DISHONEST people. Now it is a full time job trying to sort out this mess. Joe Bartosic is in the top of my list, in my 74 years of life that I totally dislike. I go to bed every night with a prayer that he and his team suffer the pain and hardship that I am dealing with right now. Today, I am going to have my taxes done, I am not looking forward to this since I am pretty sure because of Fidelity my Capital Gains etc. are really going to hurt me

My wife and I have been with TPI Group for a few years now. As our personal and business taxes have…read moregrown more complex, rockstars like Cesar, Pepper, and Wendy have made what was once a stressful process incredibly easy to navigate. What really sets them apart is their proactive approach. They don't just file your return and call it a day; they take the time to explain every option and have helped us strategize for the following year so we always feel prepared. The best part is that it doesn't feel like a typical tax preparation office. It's the kind of high-level expertise you'd expect from a large firm, but with a genuine, family feel that makes you feel like a priority. The pricing is very reasonable for the quality of service they provide. If you're looking for a reliable and trustworthy team that truly understands the business side of things and thinks about your future, TPI is an excellent choice. I can't recommend them enough. We will definitely be back next season.

Using them has been a nightmare to say the least. They file taxes late and make you believe they…read morehave met the deadline. They copied down my incorrect social security number which has been a nightmare to try to clear up. Major stressor!!!

Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

They are incredibly professional and are highly responsive. They have a great knowledge base and…read morewere able to answer my higher level questions. I love using this firm because I do not feel like I need to hound them for status updates, to catch errors, etc. This is an absolutely professional firm and they are delivering a very professional end product.

I was referred to Gilfillan & Associates by a friend, and heard wonderful things about there…read moresupport for small business owners. I had a very nice initial meeting with Dan to discuss my options and the approx costs to prepare my return. In the end, the cost was double what was expected with little communication along the way. They did do a great job uncovering savings in my return, but much of that was negated by their expensive billings. I was overall very disappointed with the level of communication from the office staff, who deals with filings and payments. It wasn't clear they wouldn't be submitting my return until paid in full, which resulted in significant delays.

I've met with Troy and his associates several times in the last year to discuss my financial…read moresituation both before and after getting married. Being that Troy is my age I was a bit reluctant to trust him with my financial future. I'm happy to say Troy's expertise and the candor of his associates put my wife at ease. My wife and I are happy clients and intend to be for years to come!

I've referred a couple clients to Troy Riemer and the results have been the same. They were very…read moreimpressed by his knowledge, honesty and professionalism. Being in the mortgage industry, I naturally have met many financial planners in the DC metropolitan area. Frankly, many have turned me off with their arrogance and others have been too overly focused on their own personal, financial beliefs to meet the needs of others. Troy is wildly different from this and his genuine concern and desire to help clients from all different stages of life is clear as day. I am very careful about where I send any client of mine and it's nice to know that I can trust they'll be taken care of, when they meet with Troy.