Point Man Luke was immediately responsive & helpful when my wife & I walked in without an…read moreappointment. He was receptive, efficient, & understanding of our simple request. As we waited, briefly, we witnessed him interacting with several clients in a friendly but professional manner. Fidelity is lucky to have him there.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money.

Since my father's death in 2018, I take care of most of my mother's financial affairs; this branch…read morebecame my "go to" location. However, after the past few visits, I'm headed to other branches - no matter how inconvenient. A few months ago, I started noticing unhappy customers during my visits. Seems like there was always someone complaining about something - and yes - this was even "pre-corona". One of the most memorable was an elderly woman, who was irate at "forced inside" due to a consistently malfunctioning/unavailable drive thru. Even in the last few "corona-virus" riddled months, bad experiences persist. Most recently, I arrived around 9:45a to people standing outside. No signs, no notices posted regarding the lobby not opening until 10a, and I wouldn't have known unless another customer told me why we couldn't access the bank... Really? I realize Corona-world changed and affected how many businesses operate, but at least hang a freakin' sign! Instead, all we saw was a bank employee waiving their finger at us from the lobby. Anyway, once inside, I had trouble accessing my mother's account - even though I'm clearly "Power of Attorney" on BoA's system. The Tellers were no help, and everything I said or questioned was disregarded entirely. Instead of finding a possible way around the issue, it was simply easier to show me the door - telling me to call customer service because they "couldn't handle the matter". Can't even access our own money.... So...who are all these other employees sitting in glass offices helping no one? Not going back: EVER.

I called the branch repeatedly for over an hour with no answer because I was hoping to speak with a…read moremanager about getting assistance depositing a check. I am eight months pregnant and had my sleeping baby in the car, so carrying a sleeping baby would have been extremely difficult, especially with standing in line. Since this location does not offer drive-thru service, I politely asked whether someone could help by retrieving the check from my car so I could complete the deposit. The manager came outside but refused to assist me in any way. At this stage in my pregnancy, my mobility is very limited, and I was disappointed by the complete lack of compassion or willingness to help with such a simple request. The customer service I received was unacceptable and made an already difficult situation even more stressful.

We couldn't have been happier with GPS and the exceptional service Jesse Travis provided. My wife…read moreand I are in a new stage of life with our first child and needed to buckle down with our finances. We reached out to GPS for help and were blown away by their kindness and knowledge. Jesse welcomed us to the office with a big smile and a firm handshake. He had coffee on and the conference room set for our arrival. First, Jesse wanted to get to know us, which made us feel valued. Then he actively listened to our needs, wants and financial goals, to personalize a plan best suited for us. After our meeting, my wife and I were offered a baby gift for our newborn - a nice touch! Jesse was wonderful and we can't wait to do continued business with GPS.

Jeese & Judy are great teachers/advisors! We found them through using Dave Ramsey's ELP list…read more Jessie is a phenomenal teacher of wealth strategies. He is very personable and caring about his clients. It is very important to him that you understand what your money is doing. Jessie & Judy treat their clients like family. Anytime we bring our children by they even get a lesson as well and enjoy learning about mutual funds. We feel comfortable being able to see how our money is doing and knowing that GPS Wealth Strategies truly cares about our financial future and legacy of wealth. I honestly don't write a lot of reviews, but GPS Wealth Strategies is the place you want to be regarding wealth building and your financial future.

Really like these folks. Very professional and caring. They have taken care of our funds for over…read more10 years.

We have been customers of the PAX Finacial group for several years now. The staff their are…read moregenuinely concerned with your peace of mind and helping you achieve the goals you set for yourself and your family. We have worked with Kevin Force who has become like family. He has always taken the time to make sure we understand where we stand financially and how exactly to get to the goals we have set for ourselves. This Firm NEVER pushes you in any specific direction, they only suggest and guide you toward the goals you set for yourself. They have been so helpful and kind and professional at every step of our journey. The peace of mind they bring us is invaluable.

Excellent service and very professional…read more I recommend B & A service to anyone. Mike is very transparent in what he does. We took our taxes to him for an issue that I had remaining from our 2018 taxes and to do our 2020 taxes and he took care of it in less than one hour. We had taken the same paperwork to another tax company and in over a month we didn't get any real results and still wanted to charge us more than what we were charged by Mike. The only risk now is that Mike will probably have us as his customers for many years to come. Thank you Mike. Leo

It's that time of the year again! I said I would return last year and sure enough I did! I…read moreappreciate them so much.

I called with regards to a 1099c. I was terrified as it was for a very large amount! I called for a…read moreconsultation and to schedule an appointment just knowing I would need representation. The gentleman I spoke with was very informative and advised me what to do. He was very honest and told me to save my money as I would not need their services. This company has awesome integrity!

Frost has knowledgeable employees that are most helpful. I enjoy banking here. They make it easy.read more

I have always been treated with the utmost respect and curtesy on line and in person. I…read morerecommended this bank to my friends.

If you're not in a hurry when you come to this bank. To do even the simplest of banking, you're…read moreprobably gonna wait in line at least forty minutes. If there's another way to do your bankin,. You should find it

Usually very helpful, but clearly understaffed. Holds on the phone take forever, make sure your…read morefirst in line with a teller, and even than they'll probably rush you or you'll be the last to be helped. I almost got in trouble, because the teller that helped me didn't ask any questions he just wanted to know if the canister was in the tube..

Fred is a solid choice for a CPA.Been doing business with him for a few years now and I am happy…read more Everyone I send to him loves their appointments so far. Definitely if your in the market for a good CPA Fred's office has you covered.

We had an appointment scheduled that but I was completely ignored. He did later send an email…read moreapologizing, but then proceeded to ignore all voicemails and emails (several of them over the span of a few days) Would not suggest. -Alan

These guys are awesome! They really know service. They help…read moreyou with all of your financial needs. They do portfolio allocations, financial planning, life insurance- you name it! They really get to know your situation before they make any recommendations, and have a fully thought out financial plan. They are really friendly, and have some great connections for all of your other financial needs. The products that they offer are all financially sound, and they really do a great job at making sure their clients are happy and comfortable with their plans.