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Card Service Guy

4.4 (21 reviews)

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3 years ago

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3 years ago

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Jeremy S.

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5 years ago

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4 years ago

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5 years ago

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Jeremy S.

Thank you Dr. Arroyo! I'm glad you're so happy with my service!

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5 years ago

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4 years ago

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Jeremy S.

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8 years ago

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Jeremy S.

Thank you Angel! I'm glad you took your banker's advice and called me!

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6 years ago

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10 years ago

Very professional company! Saved us a ton of money by switching our merchant services to them! Thumbs up!

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Jeremy S.

Thank you Anna!

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10 years ago

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Jeremy S.

Thank you Chris!

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10 years ago

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Jeremy S.

Thank you Jonathan!

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10 years ago

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Review Highlights - Card Service Guy

Jeremy hands-down has given me the best rates in the industry and I shopped around with a lot of vendors.

Mentioned in 17 reviews

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Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

Michelle Tascoe Financial Coaching

(67 reviews)

Koreatown

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

Edward Jones

Edward Jones

(3 reviews)

I've know Sarah for 15 years and she was my advisor for the last 6 years. My dad has recommended…read morethat I move my investments away from her for years based on the fact that my portfolio has consistently under performed the market even though I'm in my late 30s and had no need to be this conservative in my diversification. In 2021 my portfolio did 8% less than the market and 2020 it did 5% worse than the market. Again I'm in my 30's, no reason I should be under performing the market this much. I continued to look past this as I felt comfortable that I knew and trusted Sarah. When it came time to buy a house (Sarah of course built this into my retirement plan) she recommended her husband who is a realtor so we started to work with him. Lesson here do not mix multiple business relationships but again trusted her so we moved forward. Her husband, although a very nice person, was really lacking competitive drive and didn't work out. After barely hearing from him for 6+ months Sarah discovered we used a different relator while we were in the middle of escrow and needed funds to move funds to an escrow account and she was irate. She proceeded to send me harassing messages very late at night through Facebook, extremely unprofessional. She cut off all communication to me and told me she was moving my accounts off of her to another advisor - I had no idea what implication this would cause being in the middle of escrow you can't change anything with money. Sarah blocked all communication from me and refused to assist me with anything I needed regarding my accounts, which was where my down payment was sitting. Needless to say, by far the most unprofessional and unwarranted behavior. She's irrational, unprofessional and also a poor advisor as again my portfolio was very poorly managed. Leaving CS/Sarah was way overdue. I highly suggest you explore other options when it comes to an advisor, Sarah is not someone to trust with something so important.

Incompetence at its finest. When we decided to go with Sarah Reznick at Edward Jones we had thought…read morewe were in good hands. When we first met Sarah she sold us a bill of goods promising top notch customer service and a experienced secure financial planning and services. We specifically told her only to move funds that would not cause any capital gains and tax issues. In addition we told her to check with our CPA before making any transactions. (Our CPA was included in our first meeting with Sarah.) So we thought everybody was on the same page. The first thing she did was transfer long term funds and sold them off costing us large capital gains and a huge tax bill. This was exactly what we said NOT to do!!! And as for customer service Sarah and her office staff where full of excuses and didn't take responsibility and tried to deny and deflect and blame everybody else including our previous advisors for her inexperienced actions. I could go on with additional facts of her incompetence but I think you get the just. Long story short we have moved our funds with another advisor.

Morgan Stanley Dean Witter

Morgan Stanley Dean Witter

(2 reviews)

DO NOT PUT ANY MONEY WITH THIS MORGAN STANLEY OFFICE! The brokers there,especially Susan Ziegler,…read moreare far more concerned about their own retirement than their clients' retirement! I think their motto is, "a sucker is born every minute." Truly, I was stupid and trusted Susan, my "financial adviser," and was even stupid enough to tell her so! I did not do my due diligence. Don't make the same mistake I made and trust this woman because she seems so nice. I am far from wealthy and Susan Ziegler put me in Morgan Stanley loser investments. She even put me in a 2 star Morgan Stanley fund that has LOST MONEY for the past 5 years. " She never let me know about the downsides of any of the loser investments she put me in. She only told me the positive things. When I finally caught on to her, I asked her why she did that. She said "because there just aren't that many good Morgan Stanley funds." When I asked her why only Morgan Stanley funds she wouldn't answer me. I have since found out that the "financial advisers" there get more clients and a lot of 'brownie points" from the company by the number of Morgan Stanley investments their clients have. So truly, their system is rigged. Susan Ziegler even told that every new contribution to my Roth had to be put in the same loser Morgan Stanley fund. And guess what, because I trusted her and I did it. But, hey, if I hadn't, she wouldn't have gotten those trailing commissions! With my savings account (as opposed to my retirement account) Susan Ziegler put 1/2 of my savings in a bond that doesn't mature for 30 years!! Who the hell in this economy wants their money tied up for 30 years?! I know I she never told this bond didn't mature for 30 years! Would I have done this? --What am I stupid?! --Obviously, I am because I was stupid enough to trust her. She actually wanted me to invest in another bond and when I asked the bond's rating, I was told, "Bonds don't have ratings." --Total and absolute bald-faced lie! I guess there must have been a helluva commission on this one. The lack of ethics at this Morgan Stanley office is unbelievable. I don't know how these people sleep at night. These people are the type that give Wall Street a bad reputation. I would have been better off doing my own investing. At least I wouldn't have been stupid enough to put my money in 2 star funds that were losing money. DO NOT GO HERE just to let THEM make money at YOUR LOSS!

DO NOT EVER PUT MONEY WITH MORGAN STANLEY. They will take your money every way that they can…read more They have a service fee for everything and it is frequently taken out of the account. Up to as much as $150.00 each time. I was told they were going to take 1% a year. Turns out the minute they had my money they took money out for managing and it was 1.5%. They did absolutely nothing but park my money in their funds and leave it. I caught on to their game very quick and took my money out right away. I also am requesting a full refund of all fees. Sadly you always read these reviews after you already got screwed by them.

Card Service Guy - financialadvising - Updated May 2026

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