Schwab is now at Millburn Ave, where the Millrun movie theatre was. The people over there are…read morefriendly and knowledgeable when it comes to finances. They provide sound advice, and I appreciate working with them for all my investing and wealth management needs. I recommend it for those interested in improving their financial situation or seeking expert advice on wealth management.

The worst! Slow, inexperienced "investor relationship advisor" steered me into not investing my…read morefunds until their inept CFA came up with an investing plan. Took over 4 months of yanking my chain during this process, and my missing out on a huge stock run up. They didn't even park my funds in an interest bearing account! I discovered this and the rep replied, "My bad".Pulled my funds and now making money.

Jack's team effectively resolved my tax issue, and I couldn't be more pleased. They created a…read morecomfortable environment that encouraged me to ask any questions I had. Thank you, Jack!

I met Jack through a referral who had nothing but great things to say about him--all proven. Jack…read moreis extremely patient and knowledgeable. I ask a lot of questions and he even returned my call during his vacation to address my many many questions. That's phenomenal customer service. Irina is also very pleasant and helpful. I too have referred others to Jack!

Dude barely did anything for me.. went with two other companies and have already done more for me…read morein a month than this guy has done for me in the 1+ year I had services with him. Get someone who knows what they're doing.

Very professional, results varies but always positive for the customer. Dwayne has been most…read moresupportive of the process the entire time. Definitely will keep recommending Clean Slate to those in need of his services

Excellent and efficient. Would highly recommend. Jon completed my tax return and he did a great…read morejob. You will not be disappointed when using Imperial Acquisitions!

Saving money is sometimes the hardest thing to do! Jonathan makes the process very easy and created…read morea financial plan that was feasible for me and my lifestyle. I will forever be grateful for his help!

Popped in without an appointment but was seen by the first available, which didn't take too long…read more Was changing account types and went pretty quickly, no fuss, just a few questions on why and then a quick pitch on their capabilities when we want to chat (didn't get pressured like at another bank visited recently). The great - very stable bank, all the normal services you'd want from the bulge bracket bank. Downside - interest was literally 1 or 2bps... better invest that money if not immediately needed. Parking was pretty full, though, you may have to use street or muni parking because the lot was busy. Not sure if they have a drive-through, though.

It is my first experience coming into Chase bank for services I needed as a non-member of Chase…read morebank. The customer service I received was exceptional and I am thinking of becoming a Chase customer.