Point Man Luke was immediately responsive & helpful when my wife & I walked in without an…read moreappointment. He was receptive, efficient, & understanding of our simple request. As we waited, briefly, we witnessed him interacting with several clients in a friendly but professional manner. Fidelity is lucky to have him there.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money.

Really like these folks. Very professional and caring. They have taken care of our funds for over…read more10 years.

We have been customers of the PAX Finacial group for several years now. The staff their are…read moregenuinely concerned with your peace of mind and helping you achieve the goals you set for yourself and your family. We have worked with Kevin Force who has become like family. He has always taken the time to make sure we understand where we stand financially and how exactly to get to the goals we have set for ourselves. This Firm NEVER pushes you in any specific direction, they only suggest and guide you toward the goals you set for yourself. They have been so helpful and kind and professional at every step of our journey. The peace of mind they bring us is invaluable.

If you're not in a hurry when you come to this bank. To do even the simplest of banking, you're…read moreprobably gonna wait in line at least forty minutes. If there's another way to do your bankin,. You should find it

Usually very helpful, but clearly understaffed. Holds on the phone take forever, make sure your…read morefirst in line with a teller, and even than they'll probably rush you or you'll be the last to be helped. I almost got in trouble, because the teller that helped me didn't ask any questions he just wanted to know if the canister was in the tube..

These guys are awesome! They really know service. They help…read moreyou with all of your financial needs. They do portfolio allocations, financial planning, life insurance- you name it! They really get to know your situation before they make any recommendations, and have a fully thought out financial plan. They are really friendly, and have some great connections for all of your other financial needs. The products that they offer are all financially sound, and they really do a great job at making sure their clients are happy and comfortable with their plans.

We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

I always like this location because it is clean and everyone is friendly. I took my daughter to…read moreopen her first savings account. They made her feel like a grown up and explained everything to her. I appreciated that she wasn't dismissed or ignored and that they explained it all well. I also appreciated that they offer a good savings account for a child under 12 and later on a debit card for the account. I will return to this location for sure!

Unfortunately customer service is lacking. I don't feel like the employees have much say or…read moreflexibility to do more for their customers...sad. Now have to switch everything over to Navy Federal or Security Service. What bites the most is the auto pay accounts linked to this bank account what a pain.

Recently, I went through a horrific month-long experience that involved the online theft of 15k…read morefrom my account at a big name credit union. I raced to get my savings out of there and offline. Also, I looked for a bank that I could use solely for online direct deposit and paying bills. Firstmark, come to find out, had been waiting on me for 90 years. I was completely out in left field when it comes to knowing about one of the top credit unions in San Antonio, if not the state. You genuinely feel like part of the family. Even if you're 90 years late. Love Firstmark! (in the end, I did thankfully receive funds back).

I have been banking here since I started my savings account when I was 4 yrs old. Thirty five years…read morelater I am leaving because this place went from being a credit union with people you can trust to being an automated machine filled with idiots who can't spell their own name. Just waiting the uncanny number info days it will take for them to process my last payment transfer, but have since moved to Wells Fargo and am much happier there.

As my elderly father's financial advisor for 12+ years, Phillip Valadez advised him to participate…read morein high-risk, complex investments such as margin calls, failed mortgage/stock market schemes, variable annuity insurance policies (at age 70), and extremely aggressive investment portfolios that cumulatively cost him over $100k. Mr. Valadez first approached my father at a Rotary Club Breakfast and pursued him until he eventually gained his trust. Apparently he finds many of his clients by attending events with a large number of senior retirees and aggresively soliciting their business. Mr. Valadez has a formal complaint filed against him while he was employed at Prudential Securities Inc. for "a customer initiated, investment-related written complaint containing allegations that the broker engaged in sales practice violations resulting in compensatory damages of at least $5,000, forgery, theft, or misappropriation, or conversion of funds or securities".... as reported by FINRA the Financial Industry Regulatory Authority. Hopefully this post will serve as a warning to anyone seeking a trustworthy and ethical financial advisor in the San Antonio area. Update as of February 24, 2014. The Texas Department of Insurance reviewed the issue of Mr. Valadez selling my father a flexible premium life policy that was not suitable for someone that was 70 years old. The Texas State Insurance Code statue does not apply to this type of coverage and they have referred the matter to the Securities and Exchange Commission (SEC) and the Financial Regulatory Authority (FINRA) for review as they regulate the license needed to sell flexible premium life policies. I will pursue this with both organizations and hope to have a resolution soon. As noted above, Mr. Valdez already has a history of sales practice violations with FINRA. Update as of November 7, 2014. I received notification from the Texas State Securities Board that they are continuing to investigate the complaint filed against Phillip Valadez. In addition, the Texas Department of Insurance informed me that the existing Texas Insurance Code regarding suitability does not apply to this type of coverage so this is outside the scope of their authority. They recommended that I contact the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA) as they are the organizations that regulate the licenses needed to sell variable life annuity policies. Mr. Valadez already has a formal complaint filed against him at FINRA as mentioned in my earlier post. I have now filed a second complaint and I'm awaiting a response from that organization. I will file an additional complaint with the SEC in the next week. Thankfully there are regulatory organizations that exist to protect the public against predators who target and take advantage of the elderly, as was the case with my father. I sincerely hope that by drawing attention to Mr. Valadez's reprehensible activities others can avoid becoming victims of financial fraud.