I have had a very positive experience here. The staff is very helpful. it is a little hard to…read morefind but, ample parking and a nice facility. I'm very happy we switched from Fidelity.com (see my other review).

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

As a startup founder with a young family, my time and mental bandwidth are limited - so having a…read morefinancial advisor I can fully trust is critical. Heath has been a calm, steady presence through the chaos of building a business, raising kids, and planning for the future. He brings both intelligence and empathy to every conversation, and has helped me make smart, strategic decisions without the jargon or sales pitch. I've recommended him to close friends and colleagues, and will continue to do so.

A great and knowledgeable company. I highly recommend them for all of your business and financial…read moreneeds.

As my financial advisor said, this group is the type that gives brokerage services a bad name…read more I'm still trying to get my money out of the investments they put my money in. Stay away from this group.

This is without a doubt, the best financial group I've ever used. Brion Harris and staff respond…read morevery quickly to any inquiries, and the investment opportunities are second to none. Brion always has new investment opportunities and they treat their clients very, very well. I would highly recommend them.

If you are looking for a Financial Advisor whatever you do don't go here. They will not only…read morecharge you through the roof, give you the worst advice possible, loose all of your money and then charge you $100 to close your account. No wonder they had to change their name a few years back. The customer service is very condescending. Whatever you do go to a reputable firm such as Charles Scwab or Vangaurd.

I haven't thought about First Command in a long time, and for that I'm really happy. Before I go…read moreany further - DISCLAIMER - I'm just one person who enjoys personal finance and investing, I'm not an expert, and this is my personal opinion. My true motivation for writing a few lines here is that I'm hoping at least a few Midshipmen at USNA who are looking to explore financial planning options either before or after they receive their career starter loans STAY AWAY from First Command. These guys, if they are even allowed on navy installations these days, will be lining up at the door to help you invest your loan, and whatever other money you might have stashed away. They'll offer up some handouts, say that they specialize in military financial planning (whatever that means...money is money and a dumb idea is a dumb idea), give you the basics on money, investing, what compound interest over time can do for your personal wealth, and probably invite you to some sort of investor reception. At least that's how it worked a few years ago. These guys have had to change their company name more than once because the SEC was on to them. Hopefully that sets off alarm bells. My personal advice - stay away, and tell your friends to stay away. Tell the entire graduating class to stay away, because a lot of these guys are retired military officers who try to dupe Middies and Ensigns into horrific financial plans at a time when they're the most vulnerable. To cut right to it, first and foremost, these guys are insurance salesmen. What they really want to do is sell life insurance to young people at a time in your life when you LEAST require it, especially if you're a single (you'll have SGLI in the fleet, a cheap, generous policy available to the entire US Military.) They do this because it's a vehicle by which they collect massive fees. Then they'll take a chunk of your money and probably invest it in a mutual fund...NOT a highly-acclaimed no-load fund with a proven track record, but one with a hefty fee (known as a "loaded" fund), which they again get a cut of. I'm not trying to make this sound dramatic - read the other reviews across various cities and you'll see lots more reviews just like this one. As an Ensign, before I got wise to their game, I can remember arbitrarily writing checks every few months for hundreds of dollars because I was paying for their insurance and wanted to keep my "plan" on track. After I did some homework, I visited their Pensacola office to pitch a few investment ideas and discuss the idea of beefing up my actual investments (more mutual funds, ones without fees, and a money market fund) and downsizing the amount of insurance I was buying (single, no kids, at least ten years of military service ahead of me...why did I have multiple life insurance policies?) The dude I met with was some ex O-4 NFO (at the time that seemed impressive to me) who basically called me a silly Ensign, tried to strong-arm me and told me "you're either on our plan, or you're not." Looking back, this firm lured me in with their sense of "military values," exploited that to make a quick buck by selling me the financial equivalent a crappy used car, and then threaten to cease working with me when I didn't agree with their plan for MY money. Sound strange to you? Yeah - it was pretty surreal. Needless to say I moved my money elsewhere at the next available opportunity. Look, there are plenty of resources for people who "don't have time" to manage their money. All I can say is that you should ALWAYS have time to CARE about your money, so at least do a little bit of research and stay away from the hustlers and the crooks.

Not for me. While this institution caters primarily to the military, they seem to be expanding. I…read morerecently moved everything I had at this bank and financial center to another bank. First Command always puts you in load funds and tries like hell to sell whole life insurance. No thank you. I feel as if they work really hard on the sales pitch to get you in and then charge you like crazy on all sorts of investments and insurance once they have you. They do an excellent job convincing you that the fees are found anywhere you go and that they have your best interest at stake. Let's face it, nobody truly has your best interest at stake. They are good at printing out colorful graphs showing your financial situation and where you need to be in the simplest terms, but they nickel and dime you to death. Stay away.

I needed to make a 2019 IRA contribution by 4/15/20, and of course, I procrastinated until today…read more Due to the Covid-19 social distancing requirements, I was not even sure if they were open. I was pleased to find that the office was open, and had implemented safety measures to protect both their staff and customers. They have installed a monitor and a drop box in their vestibule. So you can step inside, speak to a customer service representative on the monitor, place your transaction paperwork in an envelope, and leave it in the box. They had extra pens and hand sanitizer available. Mission accomplished. Thank you. (Fidelity also sent an email confirmation and then a representative followed up this morning with a phone call since the in person interaction had been more limited).

I have previously had a Fidelity account that I access online, or through the app. I had never…read morepreviously entered a Fidelity location. Today I needed to do some business inside the building, and I was immediately greeted upon entry by Stephen and Khameron. The lobby area is warm and welcoming, while also giving a professional vibe with leather on the arms of chairs, and a sophisticated table and lamp set up. Stephen and Khameron seemed genuinely interested in me and the actions I needed to complete. They were professional and efficient, and I did not have to wait long at all. I was offered refreshment as well. As a result of my interactions I will definitely return for in person help whenever necessary.

Immediately responded by phone. Spoke with David. Clarity offers consultation on many issues.read more

Very informative, professional and helpful. As a small business owner it was great to hear the…read moreservices they provide, they act as a CFO for your company or organization. Very compact all in one service that fits your business needs and budget. I will be working with them in the future

Immense thanks to USAA appraiser Douglas Glotzbach for his first-rate work, help and customer…read moreservice in assessing the damage to my Hyundai after a fire. He worked swiftly, kept me informed throughout the process, was efficient and professional, and handled the job honestly. He clearly knows how distressing such situations are to customers and he made it so much easier for me than I thought it would be. The claim was concluded quickly and fairly and I extend my great appreciation to Mr Glotzbach and USAA.

9.24.26 A few weeks ago I drove down to Las Vegas to see…read morefamily and get away from Seattle. While traveling USAA offered me a pre-approval for one of their credit cards. While traveling my mail goes to my Pastor so I've been in contact with him about receiving the card...he hasn't yet. In the USAA app I was offered the opportunity to virtually add the new card to my gwallet and I did. I hadn't received the physical card so I didn't have the 3 digit security code on the back of the card. I didn't want to change it either for my own sense of security. Since being approved I've had to call in repeatedly and the card continues to intermittently decline. It's embarrassing and for me to call and be reassured 3 times and be declined 3 times is absolutely egregious!! Again, at 10:44 tonight, at the Red Sushi for dinner, for $51, the USAA credit card is again declined! I called USAA while at the table to resolve the issue and the rep on the phone obviously had no clue what to do because he asked me (in photos) to have the server continue to run the card and it continue to decline! I get fraud protection and I definitely appreciate it but when I'm in a restaurant and it's not a frivolous purchase. If I've explained that I'm out of town and yet to receive the card and I've validated and confirmed every single purchase attempt...4 TIMES TO 4 DIFFERENT REPRESENTATIVES! I've spoken with yet another rep who knows absolutely nothing!! This is Bullshit!!! 9.25.26 This morning I spoke with a "resolution specialist" which is an inflated title for someone who does even less than the customer service representative! After explaining my entire situation again, she starts in with the bloated canned text about their fraud protection system and how it cannot be overridden. Excuse me, that's tired bullshit to be completely honest! I've worked for a financial institution and that algorithm can be overridden...even rewritten! As I explained to the canned text girl after listening to her jargon, if it declines again I'm paying off the charges and closing ALL OF MY USAA ACCOUNTS! It's irrelevant to them I know, for me it's a statement that inept business practices will not be tolerated with any of my funds! The resolution process is non-existent and there's no sense of accountability or ownership with any of the representatives I spoke with. Speaking of fraud protection: why wouldn't the larger purchases be flagged and declined like from Main Street Station, HomeDepot or Lowe's?! I got flagged and declined for attempting to get gas and dinner! If this was their infamous attempt at one call ( resolution, it was an EPIC FAILURE. Repeatedly cold transferred and having to explain myself over and f#@!ing over again! Well see what happens...to be continued again