Schwab failed to pay withholding on my IRA RMD as instructed, and I had to pay large IRS penalties…read moreand interest for which Schwab refused to reimburse me. Unless you like chatting with computers and being treated poorly, invest with Morgan Stanley, Fidelity or another broker that doesn't treat people like poop.

Assets frozen. The first thing that went wrong with schwab was my zelle on the schwab app. At first…read moreI sent money and it said it would take 5 days. Then there is a button that says cancel zelle payment button on the schwab app. I pressed it, and it said it was canceled. I walked into the schwab brokerage building to deposit a check into my checking account. And the first thing the representative said was oh your using this check to pay your zelle balance? And I told him, that I had canceled that zelle payment on the app. Then the next day I sent money through zelle and it sent immediately this time. Then I was going to send money that night through zelle and my zelle account was locked. Schwab said they would send zelle an email. Then I deposited money into my checking through plaid the day after the zelle incident. Then I tried to login to my schwab app and all it said was i could not log in and to call a number. I called the number and the lady said my account is frozen. That the check I deposited was fake. And that the only way to unfreeze my account was to fax all my income sources. I did not receive any notification that my schwab account was frozen, leading me to believe that schwab thinks I'm the one committing fraud. Then I explained that I had deposited money and it said it would take a few days to process. Then the lady said since your account is frozen schwab will not accept the money. Today, schwab DID accept the money. I have no money because my account is frozen. And every time I call them they say they are working on it.

We have used SLWM for over 20 years and our returns have always been significantly above our…read morereturns of trying to manage our portfolio on our own. We live in Alaska but have also lived in Texas, California and London during the time he had managed our portfolio - your location doesn't matter. Steve, Jesus and Kyle are all great to work with. I would highly recommend utilizing Steve's vast knowledge of the financial markets to grow your investment portfolio!

I was a beneficiary on my mom's IRA's that this company was managing. I was never contacted by this…read morefiduciary to settle my mom's accounts after she died. I had tried on several occasions to contact them. 5 months went by when I found out my step-father had a meeting with them. my stepdad invited me to the meeting with my husband. it was clear from the beginning that Mr Lynch had no intentions of disclosing my mom's account values. he would not give me the dollar amounts on her 2 IRA's. he said I had to make an account with his company before he could give me any of the numbers, even though I am co-trustee of the Estate & a beneficiary. we asked him to disclose my stepdads values to insure us, the family, that my mom's husband was financially stable and had an income. he would not disclose that either. All he said was that the family was not too worry about my stepdads income. he was rude and not professional. His office treated me like I was not a grieving daughter and didn't offer any condolences. My first impression was that this company was taking advantage of a 94 year old man who had just lost his spouse if 50 years. this company was not transparent at all. everything seemed to be a secret. my mom had dementia for over 10 years and I ask myself, due to the way I was treated, is something wrong going on here???? I felt like this company was all about the money and nothing about the "client " dead or alive!!!!! I had to navigate through the paperwork process just to settle my money, on my own. The Lynch group was not responsive to any request by my financial advisor or myself. I ended up having to contact the company that holds all of Lynch's money, to get my IRA's cashed out. I verbally Had indicated that one of the IRA's needed to be rolled over to a inherited IRA. The company did not do as I requested and sent me a check, therefore making my ability to roll that money over to the appropriate account. I ended up having to pay taxes on the full amount even though I had tried to get help from Lynch's office to facilitate the roll over. My financial advisor called them multiple times for help. What a horrible, long drawn out experience I had. I never expected being a beneficiary was so unappealing.

I really thought going to a local bank would be a good idea. I was looking for a company to…read morerepresent me that isn't a credit union or a big bank. This morning, I walked into Bank of Albuquerque on Central and was met with attitude by a teller. That wasn't totally unexpected or a big deal. But then I tried to cash a check and they wanted to charge. That might be a thing, that you get charged for cashing a check from a person who wrote you a check from that bank, but you don't have an account there I would never do business like that. Similar to Wells Fargo. And if you know, Wells Fargo and first interstate bank and scamming people for money Come on this is a bank. You're supposed to be working with the local people. Sorry, I would definitely not recommend Banking with bank of Albuquerque

Fantastic customer service (Nereida and Ismael)! This was my second time visiting and they…read moreremembered my name. I wanted to bank 'locally'. It is true they are a subsidiary of bank of Oklahoma BUT it appears they truly have local decision making abilities and they contribute to the local community in many ways (I asked today and they gave me a long list, which was pretty cool). I am super happy we joined this bank and the folks at the Central Ave location are wonderful.

I have worked with Kevin for almost 20 years. I've had the opportunity to observe how he solves…read morecomplex problems with simple to understand solutions. Kevin coordinates closely with other professionals (attorneys, CPAs, and P&C agents) to learn about all aspects of a particular clients' financial picture before he makes strategic recommendations. He is an avid student of the financial services industry and reviews his clients' plans regularly for possible improvements based on changes in tax laws, economic climate, investment opportunities, and modern risk management solutions.

From the owner: It is my goal to assist you to build a solid financial structure that will stand the test of time…read moreand that will grow and build wealth for you and your family.

From the get-go, I was determined to work with an independent RIA: a professional who knew the…read moreindustry; one who was not marred by the bureaucracies of the older-style wire houses (Merrill Lynch, Edward Jones, Wells Fargo, etc.). Ultimately, this search led me to Lee Munson. I purchased his book from Amazon, "Rigged Money," and it's boldness and authenticity won me over. Don't get me wrong, he wasn't the only person I studied but he was the only one worth following. Needless to say, I am working with him now. Lee's words have already provided yield. What he doesn't know, is that they have also provided me with clarity and a sense of inspiration. Thank you Portfolio Wealth Advisors. I look forward to "more time on the mountain!" Minute 3:22 https://youtu.be/HLH1bN6_8_A Juan Carlos Sanchez Electrical Engineer

Tried to contact but no response Maybe next time if she is…read morenot too busy. Was thinking about selling my house but not at this point

First-time home buyers: call Charlene now!! Her local knowledge and working relationships were…read morecrucial to navigating Albuquerque's current intense housing market and landing my very first home. I couldn't have done it without her! Charlene was incredibly responsive and professional throughout the process, helping me make competitive offers FAST when every minute mattered. Her advice at every step, from working with my lender to making an offer to understanding the inspection report to negotiating repairs, was spot-on. Charlene knows her stuff, but she's also a joy to work with. She proactively sent me listings that met my criteria, responded promptly to every email/text I sent her (even late at night/early in the morning,) sent me supportive GIFs when I was anxious, and never made me feel like I was bugging her with my frequent first-time homebuyer questions. The seller's agent and my lender already knew her and enjoyed working with her, too, which made the whole process much smoother. Thanks for making me a homeowner, Charlene!! 10/10 would recommend!

I paid off a $16,000 loan ahead of time, never late. Applied for a $7,000 loan for another…read moremotorcycle, denied because they could not run my credit information because of an issue with Expedia, the company they use to get your credit score. The woman who called me did not offer any help as to resolving the issue. Just bluntly told me no. I called my bank of 35 years, Wells Fargo. Got a guy on the phone who had knowledge of these kind of issues. He made a couple of calls and got my problem resolved.

Everytime its important they flag my card and my card is declined. They have been told not to do…read morethis AT ALL but they keep doing it. I have found no good bank out of any i have ever used, they all seem to hold me and my money hostage. This time i cant get my car back from mechanics shop for their bullshit. What use are banks at fing all when they hold you hostage!?

Simply put- Talia is amazing! We had an incredibly difficult time selling our home in CA-and a…read morewonderful time purchasing home here in NM! She's extremely knowledgeable, responsive, and caring. Very patient with us as well. Would highly recommend her to everyone!

Literally the worst experience I had as a first time home buyer. Wasn't taken seriously. Asked for…read moreadvice multiple times and failed to meet the bare minimum.

Lisa Hebenstreit is phenomenal. Her expertise in real estate is wide ranging: Albuquerque and New…read moreMexico real estate, state and local laws, specific building codes, housing market trends, home construction, and how to spot a good investment. She is very detail-oriented and thorough in her work. No detail is overlooked, no matter how small. I have used a buyer's broker in the past with good success. I like the fact they work for me, not the seller. They are looking out for my interests exclusively. However, I never expected the level of commitment and service Lisa provided. As my wife and I visited various properties, Lisa very astutely pointed out signs of neglect or potential problems. Her keen eye and knowledge of home construction was very helpful to us in choosing the right home. Once we made an offer on our chosen house, Lisa was our advocate and watch-dog. Not only did she stay on top of all the closing details, but she recommended inspections and repairs we had not even considered. At times, I was ready to just be done with the process, but Lisa encouraged us to continue to negotiate until everything was resolved. Although Lisa is a kind, gentle person, when it comes to real estate details she is like a pit bull. She will not let go of something until it is completed properly. We could not have bought our home without Lisa. Thanks to her efforts, we now have the home of our dreams.

Lisa is a top notch broker to have in your corner. I've used her twice to buy homes and appreciate…read moreher attentiveness, responsiveness and willingness to help you get what you're looking for as well as the expert team in her corner to ensure you don't have any surprises after the purchase. If I find myself in the market again down the road and she's still in the business, I would not hesitate to use her again!