We visited this Fidelity branch to open a new account and deposit a check from Merrill Edge. Our…read moreexperience was outstanding, thanks to Geoffrey Deitrick Geoffrey was incredibly friendly, professional, and patient throughout the entire process. He took the time to explain everything clearly, answered all of our questions accurately, and made sure we understood each step. What impressed us the most was his honesty. Whenever there was something outside his expertise or responsibility, he didn't guess--he immediately introduced us to the right person who could help. It's rare to find someone who is both knowledgeable and genuinely customer-focused. Geoffrey made us feel welcome and valued from the moment we walked in. If you're visiting this Fidelity branch and need assistance with opening an account, investments, or banking services, I highly recommend asking for Geoffrey. You'll be in great hands!

Horrible customer service. Had a problem, tried to work it out. They are completely inflexible…read more In the end there was a $30 fee at issue. It went on and on and in the end they were willing to lose my business (multiple accounts) over $30. Pulling everything. Recommend going with someone else if you have the choice, these folks are weirdo amateurs at the end of the day in my opinion. $30...geez.

Thanks to Dan and his staff for going above and beyond all our expectations. As a personal injury…read morelaw firm, we have referred all of our clients looking for a financial advisor after settlement.

I started working with Dan over 4 years ago and he has been taking care of my accounts like their…read morehis own. Dan is very professional and is always consulting me on changes in the market and what should be my next move in growing my business and personal finances. I recommend The Warren Group to anyone that is looking for a strong company that will provide you the service you deserve and the trust that you need when it comes to your business and family.

My husband and I joined Cogent more than ten years ago. It has been a wonderful experience and…read morerelationship.

From the owner: Serve the client. NOT the Corporation.read more

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

I followed a trusted investment manager when he left UBS to open his own investment firm Oak Asset…read moreManagement. While I still have assets at UBS, Oak is a primary independent asset manager for my portfolio. A key factor is their lack of prescribed format and small group of focused specialists. My contact is Dave Watson, who is impeccably responsive and a great out-of-the-box thinker with decades of experience in brick-and-mortar business as well as managing branches for more conventional investment firms.

We hired Chris Soulios to advise us after selling our home about a year ago. We were considering an…read moreearly retirement. I worried about possible inflation due to all the pandemic stimulus but Chris told us, "there won't be any inflation because the internet keeps prices down". So we left 1/3 of the money from the sale of the house in the bank for emergencies. Of course, now that the price of wood has tripled, gas is $5 a gallon, food is more costly and housing is through the roof, I see we are having the most inflation in 13 years, so that money in the bank has devalued considerably. Aren't financial advisors supposed to know more than their clients? I remember challenging Chris when he advised keeping money in the bank for a possible medical emergency. "The BANK? The place that pays 000002 interest?" "Well, maybe not there, but you know", he responded. No Chris I don't know. That's why I hired you. Shouldn't you be able to tell me how and where to store wealth that's liquid but has SOME appreciation? At the end of the phone consult, Chris reminded us that we had paid for a year of advice and he would check in from time to time every quarter. That never happened. Quite frankly, with sage advice like that, we don't need any more "help". If you want advice like which debt to pay first or how to to set up a trust....generic stuff, hire this guy. Or just listen to Suze Orman. But if you want information that is tailored to your personal and financial situation, look somewhere else.

From the owner: The professionals at Signet Strategic Wealth Management provide transparent financial advice and…read moreservices for sophisticated investors committed to social change. Our freedom to put you first comes from choosing our own course as an independent firm. So instead of being required to offer pre-packaged programs and investments, Signet Strategic Wealth's skilled and experienced advisors are able to provide you with a custom financial plan based on your unique individual needs and values. Our team will put you first and foremost, which is exactly as it should be.

Very happy with the exceptional growth of my portfolio under Chris's guidance. His office…read moreadministrators, Kelly and Karma are wonderful and very responsive. I am an extremely satisfied client!

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.

Fischer investments is a place where I feel they always place the client interest first. During…read morethese crazy times with the stock market I can say I feel good that they are watching over me and I sleep like a baby. The team is exceptional and make you feel like family.

Ted Fischer has worked with my family for many years and has exceeded all expectations! Once…read moreworking with Ted you will find that his communication skills and his wide knowledge of investing displays why he has been able to be so successful! He has given us quite the education! ((Education is so important as you need to be involved!) He has a proven historical track record with us with his loyalty! He has many clients like me who have displayed their loyalty to Mr. Fischer by continuing to send referrals his way! (I have!) Thank you Ted Fischer!