If there was a -5, that's what I would use. I was informed…read moreby Fidelity that in order to clear my accounts (3- 401K) and one rollover, I had to request them one at a time. Yesterday, I cleared one and asked that it be sent to another investment company. The wait yesterday was close to an hour. Today, it was 2hrs, 24mins, 10 secs....see phone register. Luckily, I had speaker phone so I could put the phone down and do some work. A rep finally got on and he was able to close this 401K and he's going to mail it to me but then put me on hold to get the rollover taken care of......that was a wait of now over 3 hours. So, if the recording said my call was important to them.....that's a lie Fidelity sucks

I had a wonderful experience at the fidelity, Andrea gave me amazing customer service and helped me…read moreopen an account even after hitting a couple roadblocks :).

I have found everyone I have talked to here to be a huge help. Will definitely continue banking and…read moreinvesting with them

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

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

This financial "advisor" provides absolutely no service at all. If you die with an account at…read moreEdelman Financial Engines they will not assist your family in dealing with the account.

I found this company by researching top financial firms in the DC metro area according to…read moreForbes.com. The parking isn't the best but if you drive around you can find metered parking. My husband and I had the opportunity to meet with Isabel Cooper the director of financial planning at this firm. Our meeting was over an hour long. She was personable, warm, knowledgeable, and professional. At the end of the complimentary session we inquired about payment, tips etc. and were surprised to find that she didn't accept. I would highly recommend her.

the worse place ever! needs to be in office by 7 am where…read moreowner/ceo bores you to death with @&#*. by the time you get out of meeting half the day is over, your biggest and best opportunists are gone. this is noting more than cold calling in person. another comment said the same, going up to strangers and asking them to buy insurance. we can do better.

I saw an ad for this company on Indeed offering a position for "Benefits Counselor". I applied…read morebecause the pay was high and it seemed like something I could do. Oh no. I got an email and they tell me to come in for an interview. Wear business attire and Bring your resume. I get there and there's a room set up with chairs and they're blasting music and everyone wanted t know my name and who invited me. As other people walked in they were as perplexed as me. Turns out its nothing but a pyramid scheme. They try to gloss over it with jokes and the such, but thats all it is. Stay far away.

Introduction: When…read moreyou just move here from West Coast, it can be a challenge trying to find someone you trust to do your taxes. I literally called 15 Tax advisors, until I got lucky and found Delisa. Customer Service: 5/5 Talking about the best service we've ever received, not just as a tax advisor, but in general. Delisa goes above and beyond for us, more importantly, flexible and super easy to work with. Knowledge: 5/5 There's a reason why I came back the second year and plan on using Delisa every year as our tax advisor as long as we live here. Obviously, Delisa is super knowledgeable with every aspect, but what's impressive is how current Delisa is in staying up to date with all the new laws, guidelines and rules. You can clearly see how genuine Delisa is when helping us. She gives you 110% of her attention. Furthermore, her attention to details is stunning. Price: 5/5 With the amount of work, details and service we got, the price becomes secondary. Office Cleanliness: 5/5 IMMACULATE! Even though there was three of us in the room, Delisa does not take any chances when we met in person. Delisa ensure that she met us at a larger conference room, so that we can comply and adhere to social distancing with ease. Tips: Once you give Delisa a chance, I am pretty certain she'll be your tax advisor next year and the next and the next.

I had the opportunity to speak with Ms. Corbett and she was AMAZING. She was very kind and patient…read morewith me, which I appreciated because I had a number of questions. She was very thorough, and was able to assist me in all my needs. I recommend that anyone needing assistance to give her.

These guys are great. Professional, helpful and convenient. Online trading works flawlessly…read more Security settlements (Fidelity) handles paperwork. Trustworthy!

Jofi was quick to communicate and patiently helped me navigate a tax issue with VA state. He was…read morekind enough to review my documents and explain to me what had happened and what my options were to resolve it. Great bedside manner and knowledgeable professional. Thanks Jofi.

We are pleased to recommend Mr. Jofi Joseph and his CPA Tax Service. Being new to Northern…read moreVirginia, we were quite anxious about finding a firm expert in tax filing and trustworthy. Mr. Joseph quickly gained our trust and demonstrated his in-depth expertise with tax laws. He was very efficient, gave excellent advice and quickly eased our burden. He responded quickly to all our questions. Just seven days after we filed our tax report, our refund was deposited in the bank. Needless to say, we were thrilled with the results.