Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

I've had my investments in Fidelity for several years and was managing my portfolio myself. I had…read morerecently retired and decided I needed someone to manage my retirement account which was substantial. I also wanted someone to help us decide if my wife could retire. We had preferred status with Fidelity. I went into this Fidelity to talk to one of the investors (Jay?). He looked over the Fidelity Online Planner which I had entered information beforehand. The Planner offered the basic scenarios and is not a reliable program to make retirement decisions. This investor looked at the Planner and said, "Well, according to this your wife should be able to retire." Huh? The guy never ran any other planning software to see if our investments were on track. He told me he would turn all my documents over to their investment team and he would call me back. I never heard from him and he never tried contacting me. I can understand if we were talking about a few thousand dollars and it wasn't worth his effort, but that wasn't the case. I have since moved/rolled all our investments into another investment firm, who by the way, said my wife should wait until next year to retire. If you use this Fidelity, expect bad service and keep an eye on what they do with YOUR money.

In our current economic situation, the majority of us are looking for ways to save money. Specially…read morein the banking industry. I was a personal banker with Chase in one of their Sugar Land branches. When I had to leave Chase due to health reasons, I looked for ways to save on fees. Online or virtual banks seemed like the right fit for me. I had seen this Charles Schwab location and walk in one day. I was told that the office was mainly for investment accounts but they did handle some aspects of retail banking here. Upon further discussion, the banker explained that I could open a brokerage account with $0.00. There was no obligation on my part to trade. I could open two interest bearing retail accounts, one checking and one savings. Opening deposit required; you guessed it, $0.00! I proceeded to open the three accounts after learning that my debit card would not incur any ATM fees. Any ATM around the world. Schwab Bank will credit ATM fees in a monthly settlement. Believe me I have withdrawn GBP in London and Euros in Paris as well as Rupees in Mumbai and Rajula, India. Bill pay is free of course. The bank will mail you free check books, deposit slips, prepaid mailing envelops and preprinted return address labels in case you use your own envelop. Sorry, no free USPS stamps. The bank has a toll free number that is answered by a human banker available 24 hours a day. I transferred my money from Chase and started real free banking.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Though I have only been with RWM since 2018 I have not experienced that attitude from April, Paul…read more(her father) or anyone else associated with them. I find them to be serious about their fiduciary responsibilities. Even if my "wealth" may not be in the upper 50% of other clients, my retirement is still growing. Their questionaires help them to learn your investment tolerance, and I have never seen anything different. RWM may not work for everyone but they work for me and they were not the first advisor I "interviewed".

April isn't there any more and now it's all sales and no service. They talked us into an annuity…read moreonly to fudge the paperwork twice and decide the blow it off. Someone else got their commission. My first annuity has matured and I have yet to get them to confirm that they've processed the paperwork to start the income stream. You buy annuities for security and right now I'm not feeling very secure

Yelp comes through for me again, this time with property taxes. After getting scared off by two…read moreother google search result prop tax consultant companies I found this one on Yelp. Jeff Hoffmann worked with me to answer all my questions, understand our unique situation, set my expectations correctly, and I am so pleased to have worked with him. He did not flinch at having to deal with Fort Bend County (reputation for a reason - so unreal) and was successful on our behalf. Highly recommend. Ask for Jeff and tell him Robert's daughter sent you!

I have been using Rainbolt & Company for tax protests since 2022. They make it so easy to do a tax…read moreprotest with them and they do all of the legwork. The best part is that it is all done online and I don't have to drive anywhere to do my part of the protest. Every year Rainbolt was able to fight the appreciation value of my house (which was ridiculous BTW), to the value it should have been in the first place. I am using them again this year. I have nothing but good things to say about this company! I highly recommend them for property tax purposes.

As a mortgage banker, I get to meet a lot of financial planners and advisors. Most of them seem to…read morewant to sell you whatever they can to make as much money as they can on commissions. They seem to be less concerned with your outcome than their pocket. Arlis genuinely cares about his customers, crafting conservative but successful strategies to help diversify assets and make the best returns for his customers. I appreciate what he does and I know that you will too.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Julia is the kind loan officer any conscientious real estate professional would love as part of…read moreher/his team. She takes time to consult with each client in preparation for going under contract. Once the process is underway she COMMUNICATES on a regular basis to closing. I highly recommend her to anyone in search of a mortgage loan and to any real estate agent looking for a professional, dependable and communicative loan officer. Julia knows her stuff. She rocks!

From the owner: Julia Agosto Realtor - LPT Realty, LLC…read more As a dedicated real estate agent serving Houston, Sugar Land, and Fort Bend County, I specialize in guiding first-time homebuyers, sellers, and investors through every step of the real estate process. With 10 years of experience in the industry, I provide comprehensive solutions for buying, selling, and investing in residential properties. Whether you're looking to make your first home purchase or sell your property for top dollar, my focus is on providing personalized service with attention to every detail. Being a Houston local, I understand the unique aspects of this dynamic market. My mission is to make real estate transactions stress-free, transparent, and tailored to your needs. I am committed to delivering top-notch service with a friendly, approachable style, ensuring your goals are met with confidence and success. Services Offered: Buyer Representation (Specializing in First-Time Homebuyers) Seller Representation Investment Property Consultation Market Analysis & Pricing Strategy Comprehensive Home Marketing Plans

Terrible customer service. First customer in the door and was not helped. Three representatives…read morejust sat on their butts doing nothing. Eventually left and won't return. Will be moving all my a counts to a different bank.

I love chase but the girl that works the front is the wrong person to work at a bank. Zero…read morecustomer service with a added chip on her shoulder. Not great to work with at all!!

The people at Regions Bank are always very helpful and friendly. I was able to rake care of…read morebusiness, and Michael Omole patiently and professionally helped me resolve a technical problem I had with the app. He even remembered me from another visit from a year ago (I live in another city). I highly recommend Regiins Bank, especially this branch.

I've been at this location on Highway 6 several times now where I've needed an Account Rep. Each…read moretime the wait was short and each person was incredibly helpful, knowledgeable and personable. Each of my issues were resolved timely and the entire process went smoothly with no stress. The clerks at the windows are very friendly too. I've never used the drive up so I can't provide feedback. My parents have an account at another bank that I can only wish were half as helpful and efficient as Regions. Moving that account over to Regions soon.