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    Charles Schwab

    3.0 (4 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    Steve Lynch Wealth Management

    Steve Lynch Wealth Management

    (6 reviews)

    Uptown

    I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

    We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

    Nusenda Credit Union - Nusenda Credit Union location at 6501 Indian School Rd NE

    Nusenda Credit Union

    (46 reviews)

    Uptown

    It's very rare for me to go to the branch these days. While I was in the area I figured I'd maybe…read moreget some cash from my account. I walked inside and immediately was told I needed to remove my prescription glasses and hat. I inquired why to be told it was for "security measures". I mentioned how my glasses were transitioned lenses and how I need them to see. They didn't seem to care and asked me to remove them. I said no because it seemed excessive considering I'd been a client for several years. I denied their request to remove my glasses. As soon as I walked up to the available teller another gentleman was asking me the same request before I could even hand my debit card or get my balance. I was deeply offended and quite frankly disappointed by the way I was treated. I felt discriminated by the staff. They treated me like I was a street criminal. I'd never felt so discriminated against. I told the staff "I guess I'll have to close my account. Sure enough that same day I did and when I returned to the branch. The staff at the front only asked me to remove my glasses which at that point I obliged only because I was ready to close the account. After years of loyalty it became quite clear that they clearly do not appreciate their members business and are very discriminating/ judgemental on their client's appearances. That was the last strike for me so adios Nuscenda! I'll be taking my business elsewhere where I won't be discriminated against!

    First off, someone took our appointment time and we had to wait a very long time and then they keep…read morechanging their story on what you can and can't do. Truly the worst bank

    Charles Schwab - investing - Updated May 2026

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