It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin has been such an incredible asset in my life. I knew that I was not confident in how to…read morehandle money and the stressors of bills and student loans after graduating and starting my first full time job. I also didn't know if I was being too hasty in pursuing a financial advisor when I was just starting out; was the investment in a financial planner worth it considering I had little assets, a moderate paycheck, and student loan debt? Since I was rather anxious in not wanting to make mistakes that could impact the rest of my financial life, I decided to look into Kevin. His website drew me in with his focus on millennials and the unique financial challenges we face. He seemed real and truthful which is what I was looking for above all else. Someone to give me real, concrete advice, and not take advantage of me considering my limited understanding in "adult" finances. After my first free consultation I knew I was in good hands and that his website accurately reflected his values. Although it was a financial investment to get a financial planner, Kevin has helped me set up a future that is beyond worth the money I spent/spend. We continue to have check-ins as my financial situation changes and he never holds judgement when I need a concept explained or broken down considering money has a lot of jargon. I now feel confident in my plans for paying off my student debt, investing in my future, and living a normal life all at the same time. I recommend him to all my friends and coworkers when conversations turn to finances as we all navigate this often challenging money world.

I have been getting help from a financial advisor here for several months now and he's great!! (His…read morename is John). Schwab has many different investing options to choose from, and the advisors help you decide what to do at no charge! I have had a million questions, and I've been met with great patience and help. The front desk staff are polite and friendly.

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

Edit: I just wanted to add that Mainstreet offers even more extensive services than what I…read moreutilized. They also offer "navigation support," where you meet with your advisor on a routine schedule to monitor your progress. They also offer estate, income tax, retirement planning, and more.

We have been clients of Anna and MainStreet Financial Planning for over seven years. In that time,…read morewe have been totally satisfied with the financial advice and accessibility of Anna and her team. Anna has kept us on track to meet all of our financial goals and get ready to enter the retirement phase of our lives. We recently transitioned to Liz and she has continued to provide the solid support that we have come to expect. We look forward to our continued relationship with Anna, Liz, Jim and the rest of the team. If you are looking for a hard working team that puts your financial wellbeing and interests first, you can't go wrong with MainStreet Financial Planning.

Schwab has proven to be more concerned with selling its advisory services than with providing…read moretimely investment guidance. I had been a Schwab private client but terminated that relationship due to lack of responsiveness and failure to provide proactive guidance from Schwab's team. Though Schwab gives lip-service to fiduciary responsibility it does not provide adequate supervision of its investment advisors, As such, it is easy for an advisor to male recommendations that are not suitable in light of evolving economic conditions and changing circumstances for individual clients.

This review isn't specifically about this branch (although someone at this branch helped me set up…read moremy account, and he was awesome), as it is about Schwab's amazing customer service. Yesterday, I called the cust serv 800 no. with a question about the difference between two ticker symbols of this one international stock. Although the rep I first spoke with wasn't able to help me, she quickly transferred me to a broker who could, and I didn't sit on hold for even three minutes. The broker solved my problem in a snap, and I'm a happy shareholder today. I'm a massive advocate of youngsters investing, so if you're looking to start, even if you have very little money, look no further than Charles Schwab (unless you're really broke, then look to Sharebuilder. I had a good experience with them, but had to switch to Schwab because of my job). Excellent customer service, decently priced trades, and a pretty easy-to-navigate website. Highest regards!

KEINA CHANGED MY LIFE! I started working with Keina in the…read morefall of 2020 thru spring of 2021 and she changed my life. I came to her post bankruptcy and just desperate for someone to see me and hear me and my shame around money and absolute failure at doing my own finances. From the first phone call with her, I knew she could help me. And she did. She was kind, caring, the best listener and ABSOLUTELY knows her stuff. Keina delivers. Keina is a people person - she worked with me in setting up a spending plan and made sure I knew how to use it once I was done working with her.She and I worked thru all my shame around money and she gave me lifelong tools to be in charge of my finances - not ignore them like most people do. I can proudly say in 2023 - after almost two years after working with her that I still sit down and work my spending plan each week. I cannot imagine my life and finances without it. I know where my money is. I know where my money is going. Keina gave me the trust I need in my own self to do this this - after a lifetime of people telling me I could not. I highly recommend you hiring Keina to change your life!

I cannot say enough great things about Wealth Over Now! I recently completed my 2019 budget and…read moreadded a "helping others" line item due to Keina's recommendation. My family tries to help others often but never thought to add it into our monthly budget. Although this seems simple, it will make a huge difference in the way we track our expenses. What I love most about Keina is that she continues to educate herself in the world of personal finance and she also has a faith-based approach. If you are looking to stop impulse spending, pay off debt, and build generational wealth...I highly recommend Wealth Over Now!

These people constantly spam call me despite my numerous repeated requests to stop. They usually…read moreleave a message to entice you. Mine was, Hi, this is Carol. We recently had a check returned to us and we want to reissue it. Scam

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.

Tried to pressure me and my (now ex-) husband to sign a year contract extension when we were in the…read moremiddle of a divorce, and "fired" us as a client when we didn't. And if that wasn't bad enough, she did this after frequently being late for, missing, and not being prepared for check in calls. Truly, I cannot imagine a less ethical, capable, or professional financial planner. Caveat emptor...

According to my recent conversations with Ameriprise, you're required to maintain an account for…read morelife, or pay a $100 account termination fee. I would never open an account with Ameriprise ever again. Here are the details if you care to read: I have an account with Ameriprise that I opened a couple years ago. It's technically a brokerage account, and I've just had about $250 sitting around as cash. In order to consolidate accounts, I decided to go about closing the account. I emailed the office in DC where I opened the account, they directed me to the home office. The cliff notes: the home office told me it's a $100 fee to close the account I asked them to explain after a brief hold the rep came back, literally stammered for a full 30 seconds and said well ma'am, it's just that we don't want people to leave called back and talked with a supervisor he gave me a bullshit story and refused to waive the fee. He said I signed an agreement that outlined the fees when I first signed up I'm still in the process of trying to close this account without having to pay an egregious penalty. I'm sure I could have signed a document outlining this procedure, though it sure wasn't brought to my attention.

In my opinion ! Raymond James Financial is & has overcharged me on Rebalancing fees & other fees…read morefor years & refuses to repay the $ that they have cheated me out of. I have all of my statements to prove my case and getting ready to file a Lawsuit against them. They have the worst customer service & never return my calls. They are always in a meeting and flat out refuse to contact you back. In my opinion get your $ out of their funds as soon as possible or you will be very sorry indeed that you ever trusted them !

They lost over 60K of my money because of their insufficient security protocol to an identity…read morethief. I was told that my other account was no longer welcome there because of the fraudulent activity. After reviewing how my money was stolen, I realized it was done by 2 simple emails that Raymond James didn't deem necessary to check. They allowed a 3rd party transfer to an unrelated bank account without any checks. When I tried to get answers for my missing $60K, they treated me like I was the criminal. Do not use this company. This is not an emotional rant. They are incompetent, abusive and unprofessional. I have never felt so betrayed and disrespected as a client anywhere in my entire life.

Great Service last year... He got us an amazing return well above what I have received in the past…read morewith basically the same numbers. Very easy as well, just a quick upload of the documents and a worksheet that he adjusted. Also available throughout the year for random tax questions... responded quickly! Highly recommend! We will be using him this year again. Also sent us a very professional final tax product for our files, I was impressed!

I've been working with Mike for a few years now, and he's always been responsive, efficient, and…read morereliable. He makes the process quick and easy, and I really appreciate how thorough he is. He even helped me resolve an issue that came up from a mistake made by a previous tax preparer, which saved me a lot of stress. Highly recommend!