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    Desmond Wealth Management Group

    5.0 (1 review)

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    6 months ago

    Clear, honest, and super easy to work with. Explained everything in simple terms and gave actionable advice. Highly recommend!

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    People searched for Financial Advising 215 times last month within 15 miles of this business.

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    Scott, Stackrow & Co, CPAs

    Scott, Stackrow & Co, CPAs

    (2 reviews)

    Hands down the worst experience we've had with an accountant in 25+ years of business. We took our…read moretaxes and a few other matters to David Stackrow, who assured us we'd be building a partnership that would last. Nothing could be further from our experience. Sparse communication, fragmented work, stonewalling and gaslighting have been the core aspects of the relationship. Attention to detail or any of the kindness and empathy usually present in a partnership has been woefully absent. We've tried everything to make it work, from being flexible to waiting weeks on end, all to culminate with consistent and blatant unprofessionalism. He left us in a horrible state of affairs and worse, he invoiced us despite never actually doing the work properly. He left us high and dry on myriad issues. He is not well-informed on newer policies and statutes, which makes his advice and abilities antiquated at best and negligent at worst. There is an arrogance within this establishment that is palpable, and it's backed up by words that fail to match any real strategic action or industry-specific wisdom. Do not trust your business to this firm, or to Mr. Stackrow.

    I searched for a qualified and reliable tax accountant who would make my tax filing season smooth…read more My friends recommended Scott, Stackrow & Co to me, and I never regretted my choice. The full cycle of my tax processing was completed through the company portal. As a computer programmer, I consider the software used by the company highly secure and user-friendly. I am fortunate to have Mr. David Pietrafesa, CPA, as my accountant. David has extensive experience and outstanding accounting skills. He answers all my questions in great detail and is very patient and friendly. After a smooth processing of my 2021 taxes, I contacted David several times, and he always gave me his time and undivided attention. Thank you, Mr. P Pietrafesa, for your hard work and dedication during the 2021 tax season and throughout the year! Your help is greatly appreciated!

    Fidelity Investments

    Fidelity Investments

    (7 reviews)

    Fidelity Review - Cold, Uncaring, and Only Out for Themselves…read more Fidelity is hands down one of the worst financial institutions I've ever dealt with. They don't care about their customers, only about protecting themselves. People make mistakes -- it's part of life -- but Fidelity acts like they're above it all. Even if it's your first issue, they'll slam you with restrictions like you're a threat, without a shred of empathy or understanding. Their customer service is a joke. Good luck getting a rep who does more than copy and paste policy. They don't listen, they don't help, and they certainly don't care. Managers? Hidden behind layers of scripted nonsense and red tape. You're not a person to them -- you're a number, and the moment something goes wrong, they treat you like a liability. What's worse is they pretend to be all about clients, when in reality, it's all about control, image, and covering their own backs. I don't even have much money in my account with them -- but I'm closing it anyway. That's how disgusted I am by how they operate. It's not about the balance, it's about the principle. Their rigid, heartless approach says it all: they are not here to help you. They're here to help themselves. I'll never recommend Fidelity to anyone. Save yourself the stress and take your money somewhere that actually values people.

    My mother passed away;presented them with NYC Official "Letters of Administration" that indicated I…read more(her son) had the right to handle her estate. The woman there said that wasn't sufficient proof from NYC - even though both a lawyer and the NYC Government Department both indicated this is the correct documentation. The Fidelity system had errors in it, I presented my mother's old passport for them to correct the error;they refused. Of course I got agitated after all of the blatant self interested ineptness (who had also given me conflicting information prior to this). As a result, a young man in the office purposely stood physically in my way to not allow me out of the door. After that, he said he was kicking me out of the office. Don't ever put your money into Fidelity. They're not trustworthy if anything should happen

    Charles Schwab

    Charles Schwab

    (1 review)

    OK my experience so far with Charles Schwab two thumbs down! This company that is supposedly…read morefilled with great ad vestment advice had me on the phone and then transferred me 4 times just to get something as far investments go was beyond remedial ! Constantly wanted to know my net worth! asking endless question on who employees me? how much do I make ? entertaining this phone call was brutal to say the least lets keep in mind I was trying to open a small account and trade futures then turns into an a major I don't know what? I then research Charles Schwab and notice the amount of law suites against this company I'm guessing because its filled with dishonest people that engage in fraudulent activity, Then I'm giving some song and dance about change!! in 6 months? not sure what that was about the 6 months? I'm sure they have some type of lame excuse for why they cant open a small account and have it funded without BS!! of who do you work for? how much money do you make? what's your net worth ?! thumbs down to this house of nothing ! stay away from this company if I was you id show up use there rest room and leave !!! and possibly buy lunch anywhere else if I ever do make a billion Charles Schwab stock will be the first I try to sell short!!! into the ground. Later chuck ! thanks for nothing !

    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

    Desmond Wealth Management Group - financialadvising - Updated May 2026

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