They are very transparent with the gold and silver prices as of today so I felt confident that I…read morewas getting the best value for my coins. Professional and very nice to me!

Chose them for their high rating here on Yelp. Got my scrap gold together, took my husband and off…read morewe went. Really didn't know what to expect, don't know how much a "gram" is. I know 28 of them equal an ounce. I did have an old WW scale and figured I might have 2 ounces. A 55 year old ladies watch, a couple of small gold necklaces and 6 gold dental crowns. Not all of it was gold, jewelry from my mom. Went in and I swear 15 min later it was tested, weighed and I walked out with a check that could pay for a cruise. Lovely people, patient, answered all my questions. AND FUN!!!

Employee named wolf is very thorough, detailed, friendly, helpful and will go the extra mile to do…read moreyour fidelity transactions accurately and timely. Great job hiring him. He helped me over the phone today and a great listener too! Give him a raise! He's a keeper! Thank you Wolf from Paula. Have a great day!

They hold money for extended periods of time. Their customer service is extremely unhelpful.read more

This review is only for the initial call. I researched a lot of different financial advisors and…read morethey were all pretty much the same. The difference between Lula Financial and the others I talked to is the customer service. You aren't going to get the typical "financial customer service" you're used to. Benjamin is going to talk to you like a person who needs a financial advisor and he'll use words you can understand. He might call your situation boring or lame but not in a condescending way. Talking to Benjamin was like talking to someone I knew personally, and I didn't even have to use my own customer service voice.

I reached out to Lula Financial for some help setting up my SEP IRA. I'm self employed and needed…read moreto understand the best way to save for retirement. They did a nice job explaining the difference between all my options and the best way to lower my taxes. I don't think their recommendations were necessarily revelatory but they did a good job making things simple and concise without being condescending. If you just need some basic financial planning and investment advice, Lula Financial is great.

Our work with Lance Johnson has been very rewarding. His advice and insight is great resulting in…read moregreat returns. The response time of both Lance and his assistant, Eric is terrific. When they're contacted, they get back to you quickly- impressive and important. Thank you ROI team.

From the owner: ROI Financial is dedicated to providing investment management and strategic wealth planning to each…read moreand every client. Simply put, we strive to be our client's trusted advisor by helping everyone reach financial freedom.

The new Slabtown office is a disappointment. The counter person Ms Longstreet spoke in machine gun…read morefire sentences . Kept tell me I'm not licensed so I can't help you . Was cold and dismissed. She must needed to catch a train . Random fast talk . Oh I'm not licensed the Schwab pen was more help . Get a licensed professional at the counter that can lawfully help and isn't in a hurry to get off work

My broker told me I could go there to get a check for fast movement of funds for buying a house…read more The lady at the desk said they couldn't do that and couldn't provide me with any help or guidance. I called the company and they were able to issue a check and that everything could be done over the phone or online. The desk lady couldn't even tell me that I could do everything online or tell me how. Real estate transactions need to happen fast and this place was useless.

Kelly Morgan is highly skilled and knowledgeable financial advisor. She is able to make a…read morecomplicated topic easy to understand. Kelly is considerate and concise about working towards your specific goals. I believe she has been instrumental to our financial future.

Kelly has been extremely helpful in our financial planning over somewhat awkward ground--one of us…read moreretired and freelancing, and the other one still working fulltime. After talking with her and getting an inclusive and thorough look at all of our financial elements--both now and future--I feel like a cloud has been lifted. We have a good portfolio with Edward Jones, a good sense of where we are and want to be, and specific goals for the future that we envision for ourselves. Thanks to Kelly!

This guy was horrendous! The first question was how much do you make? Really what does that have to…read moredo with anything? I was calling about filing for an LLC and he wants my personal salary. Sounds like some guy behind a phone trying to be nosy. I have dealt with many CPA's and this guy should not be one.

This review is late, but once again, Judy, Leon and the crew come through in the clutch! Just had a…read morekid and got married and trying to figure out what to do with my retirement and possible tax ramifications, and they came to the rescue!! They helped my wife and I out over the years more than I could have imagined! Highly recommend coming here.

My husband and were looking to work with a fee-only CFP in 2014. We ended up working with Jennifer…read moreand it was such a valuable process. We got married a few years ago and had a lot of questions--about retirement planning, taxes, how our home equity figured in, how much we should think about spending on renovations, and cash savings vs. market investing. She also helped us shape up our 401(k) allocations and think about our estate plan. Jennifer's a great teacher--she patiently led us through making more informed decisions and pointed out the things we weren't thinking about but should be. Now we feel like we're on the same page and we get how the pieces go together into the big picture, which is really reassuring. We also appreciated how transparent her fees were and felt the cost was really reasonable compared with other local CFPs we considered. We're really glad we found Jennifer and plan to continue working with her.

My wife and I have been getting advice from Jennifer for a year, and we really like her. She's been…read moresuper conscientious about answering questions I've emailed her between appointments, and she's held our hands as we've executed the plans she helped us develop--without any cajoling or intimating that we were being too cautious. She has a detailed questionnaire she gives you before you even meet for the first time, which lets her know from the outset about your money-managing history, and about your attitudes and aspirations with regard to risk and reward. We feel we've benefited from her help a lot, and have come to think of her as a friend. I can also say I shopped around before choosing her, and considered her rate comparatively cheap.

Giselle is an incredible business account manager, who clearly leads by example. She is…read moreknowledgeable, approachable, and truly cares about providing excellent service to every member. Her leadership is reflected in the positive, welcoming atmosphere throughout the branch. Wylie and Clara are equally amazing. They are always friendly, patient, and efficient, taking the time to answer questions and ensure every transaction is handled accurately. They consistently go above and beyond to make members feel valued and appreciated.

I opened a Unitus account a little less than a year ago hoping to get away from big banks and…read moresupport something local. Unfortunately, I regret that decision. From the start, I've had nothing but issues with their fraud protection system. Every time I tried adding my debit card to Apple Wallet, my account froze and triggered a fraud alert. Then, after making a small purchase (under $6!) at a supermarket I visit all the time, the same thing happened again. Of course, these alerts always seemed to hit on weekends -- leaving me without access to my money until Monday. When I finally reached customer service, they offered no real help. I was told there was nothing they could do and that "Apple or the market" was causing the alerts -- which makes no sense, since I've never had this issue with any other bank. More recently, my direct deposit didn't post on the scheduled day. I went into the branch to let them know and asked that any overdraft fees be reversed since the deposit would arrive the next business day. Instead of helping, the assistant manager, Kay Birgul, was dismissive and rude. Her exact words were, "If you have more items that hit before your deposit, your employer will have to cover them." I've never requested a fee reversal before and didn't appreciate being treated like an inconvenience. To be fair, other staff at that branch have been kind and helpful in the past -- but this experience was enough to push me to close my account. I'm moving out of state soon anyway and will be switching to another bank. I'm sure there are plenty of local options with better customer service and fewer technical issues.

My partner and I have been working with Ben for about a year now to help us get our money stuff in…read moreorder and would recommend him to anyone needing a clear, easy-to-follow plan for all things finance. The upfront cost is rough, but absolutely worth it, especially if you stick with him. He's accessible as much or as little as we need him and after every conversation, we have more clarity and confidence (imagine!) about what to do next. He follows up with a few pieces of homework and if we get stuck, he helps us do the thing step-by-step (like opening a 529 for our daughter). He's funny and calm, and 100% uncomplicated, which is like a diamond in the rough in the land of financial advisors. 10/10, highly recommend.

After chatting with Ben I found him to be supportive, frank and upfront. All great things in a…read morefinancial advisor! He spoke to me as a human in terms that were easy to understand and provided clear guidelines for helping our family achieve our financial goals.