Would love to give them ZERO stars. Don't bother going here. Called TWICE ahead of time to confirm…read moreI didn't need an appointment and what documents I would need to bring in to get my request processed. Showed up as soon as they opened on a Friday morning, ended up taking the individual we worked with (John S.) about an hour to get through everything. He failed to have us sign a form (he had to overnight it to me, then I had to overnight it to my brother, and then back to fidelity) and didn't upload some of our legal documents. I've called back multiple times, and can never get anyone on the phone. I was told to upload said documents that I brought in the first time through their secure online messaging, but the files are too big (unsurprising, these are legal documents). The VP branch leader, Megan Hrabe, called me back, left a voicemail, but no callback number and it's clear from her voicemail that she doesn't understand the frustrations. We are going on THREE WEEKS of trying to finalize all information for a Trustee Certification even though we came prepared to the appointment with all information in hand. Don't waste your time, go to a different branch or move your money elsewhere. We will be.

I don't know if this is the location I called but I needed help transferring my 401k to the correct…read moreaccount and after months of waiting for a check and getting my old account closed I was able to rollover my funds today. Thanks to Caesar, his customer service skills were A1. I don't think I've ever been helped by someone so patient and kind at the same time. He waited for me to login and download the Fidelity app and log in to that, took me step by step through the process. It made me feel confident and safe about what I was doing, this man deserves all the praise!!!!

I've found TD Ameritrade has the best customer service among all the online brokers, and I've tried…read morequite a few. They also have extremely competitive pricing. They may not be the absolute lowest but they are close to it, and with its superior service, it's worth paying incrementally more. If I've ever had an issue, I call them, and they've always taken care of me and answered my questions, and also thrown in some free trades for any inconvenience I may have had. So I'm giving them 5 Stars to the whole online experience and 1-800 call in/telephone customer service. Now these retail stores are a bit different. They can help you with quite a bit including managing your money which is not what I'm using them for, nor what they are known for. I did have one guy from the local office who kept calling me trying to get them to manage my money (for a fee mind you), and he reminded me of the cliche-ish used car salesman. He is now gone. The person who calls me now is much more of a listener rather than pusher, and respects my wishes. If I need to drop off a check, I can do it at this local office, though that's not what the office is there for. If you are looking for an online broker I do recommend TD Ameritrade. If you are looking to open an account with them and haven't done so yet, send me a note and I'll help you get the most.

From the owner: Its a bank we specialize in many thingsread more

Igor helped me prepare a complicated income tax filing. He's very professional and easy to work…read morewith.

Communication is horrific. I used to be an exsisting custumer for many years and the communication…read morehas always been poor. If you have questions after you appointment about your taxes, you probably will not get a response. You are just another number and customer service is not a priority. It seems like poor customer service is common comment that is made, although I have noticed that the business will down play the review. It has been such a stressfull process working with Igor Dykhne, CPA.

Core Strategy was a very good course. It is challenging but the support I received was great…read more Spencer Lewis is a great instructor, he is super knowledgeable and keeps the content relatable. The whole team has been great.

I enrolled in Online Trading Academy's Mastermind program based on how the program was presented…read moreduring the sales process. The enrollment discussions emphasized structured guidance, ongoing support, strategy development, and a learning environment designed to help students apply rules consistently with disciplined risk management. While instructional components were provided, my experience did not fully align with the expectations set at enrollment. Certain tools and community features that were described as meaningful parts of the learning ecosystem were either unavailable or did not function in the way I understood they would. Although alternatives were mentioned, the overall structure and accessibility felt different from what I anticipated when making the enrollment decision. I understand that OTA identifies itself strictly as an educational institution and not as an investment advisory or signal service. However, the way trade examples, success narratives, and consistency concepts were framed during marketing and class discussions contributed to expectations that, in my personal experience, were difficult to reconcile with real-world results. This review is not about individual instructors or staff professionalism. My interactions were generally professional. My concerns relate to program value relative to enrollment representations and the overall experience compared to the expectations created during the sales process. Prospective students should conduct thorough independent research, review the curriculum carefully, ask detailed questions about how support systems function in practice, and fully understand refund and contract terms before enrolling. It may also be helpful for consumers to be aware that the company has previously been subject to a Federal Trade Commission enforcement action resulting in a court-ordered injunction governing certain advertising and sales practices. That information is publicly available and may be relevant context when evaluating the program. This reflects my personal experience and perspective so others can make informed decisions.

We recently met Leif Hagen and immediately loved his work ethic, personality and friendly office…read morestaff. He welcomed us with his warm smile and kindness and gave us his full attention to help us roll our retirement investments from a company it was time to leave. His knowledge of how and where to place our money was a great relief to us. He put our minds at ease with his expertise and we know he will monitor our funds and keep us informed when changes are necessary. We left with absolute resolve that we had made the right decision to invest with Leif Hagen and Hagen Financial!

From the owner: Financial Advisor assisting with wealth management through financial and investment planning. Also…read moreadvising seniors on Medicare supplemental and Part D insurance. Please email me: Leif@AchievementFinancial.com

Plenty of Free parking. Nice offices, welcoming receptionist. Coffee & water available while you…read morewait, or during your appointment. Ability to access your Schwab account from lobby kiosks. CNBC monitor in lobby a little loud, but not obnoxious. We went in to rollover old employer's 401k to Traditional IRA. Lots of online tools & assistance with actual paper paperwork. (Signatures & Notary, etc). Certified Financial Planners available to assist with retirement planning including estate planning.

Long time Schwab customer treated very poorly at this Edina office. My wife walked in with a check…read morethat we didn't make out because we weren't sure who to make it out to. They refused to accept it and sent her away! We then spent $25 to overnight the check to Schwab in Texas. Manager offered to reimburse for our troubles....haven't seen it yet! Really poor customer service if you ask me!