I have been trying to get in contact with this title company for a month about payment of my…read morehomeowners insurance through escrowed funds. They messed up and applied the funds that I paid during closing for taxes and home owners insurance completely to taxes, and now my insurance is about to lapse because they did not do their job correctly! They emailed the insurance rep that I would have to pay my insurance myself and wait to be refunded from the county. No apology, no explanation, no attempt to rectify the situation. I've left several messages and emails, my insurance company has reached out to them and even the loan processor has emailed them and still I can't get a hold of anyone. I even got an email a week ago that someone in management would call me that day. Still no call! Use a different title company!!!

If I could have given negative stars I would have!!! VERY unprofessional, rude and unorganized. I…read morewish I had never even heard of them! They do NOT know what they are doing and should not be in this business. They consistently blamed my mortgage lender for things THEY should have known!! Cost me time and money. Very unprofessional when the lady doing my closing BOUNCED on a rubber ball the entire time... almost got sick watching her and trying to focus. I should NEVER have had a screaming argument with the person hired to close at a title company, but I did! I would run... NOT WALK away from this company... do not use. The location for this fiasco was their office in Addison.

I was frazzled because I could not locate my statement from Schwab for tax reporting. It had been…read moremisfiled. I called Schwab and got the kindest man who walked me through the process to access my account and this I was able to sc was my documents. He was the most patient person I ever spoke to. They actually care about their clients.

My daughter just turned 18 this summer and took to open an account in person. She filled out the…read morepaperwork and had the Charles Schwab person look at the paperwork to make sure there were no mistakes and handed her a check, everything we were told was okay. Daughter told that next day she would have an email to start trading, etc. Day 4, called Charles Schwab and told by them that there was a date that was wrong however they didn't seem to either to time to call or email that there was a mistake with the paperwork. I guess they don't need any new clients. Great learning opportunity for daughter in that if they don't care enough to get new clients go where you are treated as a person and don't worry about businesses like Charles Schwab.

Christine went far beyond our expectations as first time home buyers. We were relocating to DFW for…read morework from out of state during this hot market. It was a very trying time especially since we did not have a big budget to work with and had very little knowledge of the home buying process in general. However, Christine was so attentive, patient, knowledgeable and always looked out for our best interest. She is such a kind person and genuinely cares about her clients. She always had time for us and was very fast at responding which we appreciated very much. She is very trustworthy and will keep things real with you and was never once pushy or demanding. She has a great network of people that she works with so if you have a question about anything related to your home, if she does not know the answer, she knows someone who does know the answer. We cannot thank her enough for all that she has done for us during our home buying process. We would definitely recommend Christine to anyone looking to purchase or sell their home. She will treat you and take care of you like family.

Had a great time buying my house with the help of Christine!! She is super accessible and…read moreunderstanding in what you want to look at. She is constantly looking for that home you want sending you houses that fit your preferences, i have recommended Christine several times snd will keep doing so! If you need a relator Good Friend is where its at!!

This company makes me want to vomit…read more A year after college, when I had all of $3,000 to my name, I got a call from a persistent (aka annoying) "financial advisor" from Ameriprise. She'd acquired my contact info from a loose-lipped friend who was her client. Ameriprise thrives on feeding off of leads they demand from you, so bear in mind they will hound your parents, siblings, children, and best friends if you hand over contact information. Anyway, having NO financial knowledge other than to be really, really frugal, I finally agreed to a meeting. Here, they promised me rainbows and butterflies if I would only start a retirement plan today. I could be a milionaire in 50 years, they'd say. All they asked was $500 upfront, and they'd take care of the rest. I was paired with one Amy Limas-Hanson or something (hyphenated names ALSO make me want to vomit). She worked hard on a presentation about how I should, in addition to my student loans, car payment, and 401K, buy a disability plan EVEN THOUGH my company provided a rather generous one for me already. She then set me up with a variable life insurance policy (VUL). Nevermind that I don't and do not plan to have children. Nevermind that VULs are one of the worst "savings" plans you could possibly get. Nevermind that in the 2.5 years of my plan, it has gained NOTHING and lost the $20 monthly premium I pay. And after that, I hear nothing My payment was to yield me a year's worth of help and four quarterly meetings. After the initial set-up process, I heard NOTHING from her. I call Ameriprise to see if I could possible convert my VUL to a Roth IRA (of course I can't). On the phone, the rep (not Amy), said, "you're HOW old and you have a VUL? WHY?" My point exactly. Look on Careerbuilder.com and you'll see several Ameriprise ads looking for someone, ANYONE, to come be a "financial advisor." They even tried to recruit my friend, who has a major in AGRICULTURE!!! How in the heck is an AG major supposed to know what to do with my financial net worth?!!!!! They openly say "no experience necessary," so I should have known what I was getting into. I was young. I was dumb. Now I'm pi$$ed. I, along with thousands of other customers am now part of a class action LAWSUIT against Ameriprise for faulty practices and selling financial plans not personalized to the individual client, but were sold in the best interest of the advisor because the commission rates were higher. If you choose Ameriprise (by gawd, DON'T!!), request...no, DEMAND an advisor with a degreed background in finance, investing, etc. You should demand they have an MBA or at least several certifications. If they don't have such qualified staff, that's probably because qualified individuals know better than to work for this company. But honestly, you're better off going with someone you know personally or can trust based on true reviews.

I have been a client of Neal Vasso of Vasso and Associates for years and have nothing but great…read morethings to say about him. I know for a fact the negative yelp review about his group is false. I was an early client and his office building used to house many advisors who are no longer there or with Ameriprise. The negative review must have been about some other group and not Vasso and Associates. It's sad to see his group wrongly being attached to this bad review when Neal's group is such a great bunch.

Upon moving to Tyler, TX we began the search for a local financial advisor that met specific…read morecriteria that we had developed over our many years of investing. Neal Vasso, Ameriprise Financial, was referred by several Tyler friends and after interviewing other firms we put our trust in Vasso & Associates. From our first meeting it was very clear Neal and his team were focused on the same goals and objectives we as a family were looking to achieve. The first meeting he spent getting to know us and learning more about our short and long term family goals. Over the years the meetings have continued as our goals and the financial environment has changed. His firm has been proactive when the market dictates, responsive to our concerns, honest in his communications and passionate about giving us advice when needed.

SWP has been great at getting all of my finances organized. Courteous to my needs and very…read moreprofessional.

From the owner: We specialize in fulfilling financial and personal goals through business…read moreconsulting, portfolio management, and financial and estate planning. From high net worth estates to straightforward 401(k)s, we tailor each comprehensive plan to meet the clients specific needs. We help to establish and uphold individual planning objectives, and we ensure that all aspects of financial life work together.