BEWARE! This…read morecompany is the worst of the worst! My mother-in-law had two retirement funds set aside for her children (beneficiaries) before she passed away. They sent my husband's inheritance claim form to some random person in a different state. We never received any correspondence from them. It took multiple very frustrating phone calls to them to discuss any of this. They only have basic level customer "service " answering the phones. No employees are assigned to your account-- you have to start over with a different person every time. They give you phone extension numbers that don't exist. They won't let you speak to a manager. They said they couldn't find any accounts. Then they said they mailed claim forms to a random person in another state. Then they said the account was empty even though other family beneficiaries were paid years ago. They won't say who got paid. They won't say how much was in the original account. After 11 years, Fidelity STILL has not resolved this matter. Today they said they would no longer discuss the matter. Please beware of this company. Go read the multiple negative reviews on Consumer Affairs and many other sites. PLEASE don't put your children through this hellish experience.

Mixed bag! The on-line tools are great. Phone support are…read moregreat. However, the support at the local branch are inconsistent. Depends on the Accounts Rep / Advisor your are working with. Have been with this institution since 2012 when the company I retired from moved the retirement fund management to Fidelity Investment. Have had EXCELLENT rapport/relationship with the first rep I'm working with, however, less than a year, the rep was transferred to another branch. Another rep/ advisor who took over was aloof and incompetent. In less than 3 months, that rep was no loner with the company. Have had at least three different good reps, unfortunately, those were either transferred to another branch or left the company. While the revolving door of countless reps makes it difficult to establish continuity, not given a heads-up of the changes is frustrating. Perhaps I am asking too much for wanting to be notified and introduced to the rep/advisor who will take over. Perhaps the worst is the failure to return phone calls and emails. At the risk of being labeled chauvinist, it seems that female reps are very sensitive to the point that objectivity are compromise. The last two female reps/advisor failed to keep their promise of the agreed upon action.

I like how my children's doctor and my doctor are in the same building and floor. It makes it…read moreconvenient. Their little pond on the property is cute too. My kids enjoy seeing the ducks when we come for our appointments.

From the owner: Cleveland Clinic is one of the largest and most respected hospitals in the country. Our mission is…read moreto provide better care of the sick, investigation into their problems, and further education of those who serve. Learn more about our leadership, vision, values and model of healthcare. Every life deserves world class care. Call or visit our website for appointment information.

They are requiring a $250 fee to close my account. I didn't agree to this. They state "the process…read morehas changed since you opened your account" but they added this fee without my knowledge or consent. They should have given me an opportunity to close my account without a fee before imposing the fee. You can see in the attached photo that I did not agree to a termination fee.

They keep on changing people, the right hand does not know what the left hand is doing. Asked me…read morefor the same documents three or four times, even after I sent them. Took weeks to enable a simple transaction.

This is a terrible company to do business with. They gave me bad information about their fees and…read morethen after I agreed to open an account and fund my account they tell me a different story and now if I close my account I will be hit with additional fees. Stay away from these guys they are more expensive than other firms out there, and they provide crappy services and features. Even their website and portal is high school quality compared to other firms.

From the owner: iPlan Group is a Self-directed IRA administrator. Serving clients in all 50 States, IPG helps…read moreinvestors to learn more about how they can invest in what they know, like real estate, within their IRA.

The bankers are helpful, but try to sell you services and "products" 24/7. You have to be on your…read moreguard, because they are smooooth talkers.

Sat in line in the drive thru for 15 minutes trying to get a check cashed from my insurance company…read morethat was from PNC. Very clearly on the check it said payable through PNC bank. Sitting there for 15 mins w no explanation why; the woman finally told me that as I'm not anPNC customer I couldn't cash my check. I could come inside to discuss if I wanted. After sitting in front a very impersonal video screen of no one telling me what's going on; I don't think so. This is why I'm not a customer Went over to Huntington bank and they had no problem Cashing my check.

Great customer service, very happy Pinnacle Accounting was able to get me more money on my tax…read morerefund I would have missed otherwise!

I found Pinnacle Accounting on the internet. I needed an accountant that was well versed in real…read moreestate investing, depreciation, etc., and other details in which I knew my previous accountant wasn't. Not knowing what to expect, I called and spoke to Jake and made the decision to use him. I can now say it was an excellent decision. The year before I used Jake I had to pay the IRS a little over $3300. Even though I had a little more income this year, Jake found an exemption for me because I am currently living overseas. Jake e-filed the return for me for a $2600 federal refund! Wow, what a difference a change in accountants can make! What can I say? Jake knows his business. I am very pleased and well satisfied.