Jessica did a great job on advising me on my very first property. She guided me on the the VA loan…read moreprocess and selecting the right property, was very responsive, and showed me how to make the right decision. Her advising skills were among the best and timely decision making showed me, a military officer, that her strategic acumen was on point. I knew she was a natural and her recommendation also saved me about $7,000.00 on closing costs as well. I still consult her on the market conditions. Fantastic realtor. Highly recommend.

Our experience with Jessica was amazing. Jessica is an incredibly knowledgeable and caring realtor…read more As a first-time home buyer and out-of-state buyer, I was initially anxious about the house searching process. However, Jessica's warmth, candor, and thorough knowledge of Detroit neighborhoods (she's a Detroit native) and real estate put me at ease. We found a wonderful house that we are proud to call our own. Jessica was with us during every step of the process. I cannot recommend her highly enough.

The web interface is relatively straight forward to use…read more They also offer high yield savings. Low or 0 fees on regular trades. Customer service has been responsive. I recommend people using it have an intermediate knowledge of investment products. You can buy treasuries, CDs too. They do offer other more hands off products for those that do not want the headache or lack the time to manage their portfolios. I have had no issues with them not honoring promotions, just read the fine print there are conditions that have to be met in order to receive them.

promotion on website are not being honored if you open an account on their app. customer service is…read morepoor. pulling my money out

Don't go here for actively managed accounts. Charges 1.5% and Never got one call for over 2 years…read morewith investments with them. They had no problem selling shares to pay their fees though.

Jaime Moran at Oppenheimer is extremely knowledgeable and helpful. He showed us how to invest with…read moreminimal costs and a proper risk tolerance for our needs. Also, he was able to review our retirement objectives and generate Social Security reports to ensure we file in the best manner at the right time. All of this was in a relaxed, professional and reassuring manner. We are very comfortable having him guide us on our road to retirement.

My name is Jeanette. I attended a Taxes in Retirement 567 presentation in Middleton, WI in August…read more2026. I do not recommend providing any information to this organization by signing up for or attending any of their presentations. I did not use the link in the email they sent asking for a review, because that link allows others to change the writer's words. It shows a warning stating that. I am pretty sure the company is altering submitted reviews. It was worthless to me and the majority of attendees. It appeared that 2 or 3 people there could actually make sense of what was said and interacted with the speaker. However, they could have been "plants" just to make it seem that someone was getting something out of it. The speaker spoke continuously and way too fast. The majority of people in attendance just shook their heads and walked away in disbelief. I have a suspicion it was just a way to gather information to use or to sell for other marketing purposes. I would give zero stars if I could.

Evidently this is a marketing network that sells opportunities to local financial people. Many who…read moredo the seminars are not securities licensed...they are insurance salespeople. Why libraries and Chambers of Commerce allow these seminars in their locations and subliminally legitimize them is beyond me. These people are not accountants and do not have the licensing, education, or ability to discuss taxes. Don't waste your time. It's very close to fraudulent.

Professional broker service highly recommend this company been with them for 25 years Gary Manningread more

Questions on investments, managing money, planning for retirement? Come to this location!…read more Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.