Will waste your time. Don't do it. I supplied the same documents to them at least 3 times and they…read moresent an email asking for the same documents again. Wasted several days going back and forth over the same documents.

Every question I had was answered by my rep Erin. She was extremely thorough, knowledgeable, and…read morethoughtful when talking to me. I've dealt with some companies that only care about getting your acknowledgement to proceed without also ensuring you understand every detail of the contract you're consenting to - this wasn't that.

Brandon was extremely helpful in finding our family a reduced rate with our car insurance. We are…read morepaying less and receiving MORE benefits than we previously did (such as rental reimbursement and glass coverage). This is saying a lot as we have 3 teen drivers! He also helped us pay less on our homeowners policy. The process was seamless and I have great relief knowing a professional has had eyes on this important financial piece of our puzzle. Thank you Brandon!

Buying a home is a huge investment and one that can feel really daunting, but Joey made the process…read moreso smooth and simple! Joey walked us through each step of the process, what to expect, what all the loan information means and how to understand all the things we were signing, etc. Joey did all the leg work to find us the best rate for our specific situation and made the process so easy! We are so grateful to Joey and the whole Stewardship team for taking such great care of us and making buying a home such a smooth and enjoyable process. We cannot recommend Stewardship enough, the whole team is simply the best!!

Sometimes you have to wonder how a multi-billion company makes money - or just how much of it…read morewastes. Case in point: I needed to open a new 401K account, which any money manager would be salivating to get a new account. Went online and filled out the required forms only to find out that they could not be submitted online but rather had to be handed to an associate at a location. Unfortunately, the closest appointment was over a week away. Opted to walk-in and drop off the forms instead. After arriving at this location, I was greeted by two associate greeters at the door. I presented my paperwork. The gentleman looked it over and made sure all "three" sections were included and advised me that it would be processed and I should hear back shortly. Amazingly, nothing took place in this visit that necessitated an office visit. All could have been submitted online. Go figure. But there's more. After three long weeks I finally receive an email from my assigned account manager. Then a voicemail. I call back a day or so later to find out my account manager is away on vacation. Then the rep on the phone passed me around to a few people before finally get a rep willing to help. I am then instructed that I am missing a different form, though the online walkthrough doesn't mention it. Thankfully the rep offers to email it to me and lets me know that this form must also be dropped off at the office. Lucky me. The email never arrives so a few weeks later I call back. Unknowingly, the email had bounced (though it didn't when the first rep emailed and why not just call me?) and nobody bothered to let me know. The new agent sat on the phone as he walked me to the file location online and I was able to fill out the form! Woo hoo! not yet.... Save the cheers for later... I print the forms and head to the office. No appointment as the closest available appointment was a week away. However, I was greeted and promptly seated with an account manager. Finally, someone checked my ID but refused to take the deposit check with the paperwork. Though the directions clearly stated to bring a check with the form, the rep rationalized that she can't accept the funds until the account is opened - I thought that is what we are doing. Confused I left and waited a few more weeks before I was notified that my account had finally been opened though I was never offered any coffee, cookies, or a Twizzler. I hope your experience is better. How on earth do they make so much money?

I was dropping my Nephew off at school & saw the Fidelity signage. I stopped in to see if I could…read morenegate mailing in the paperwork & handle in person. I was able to & the associate not only assisted me with the necessary paperwork, but he also offered to include my documents in their daily mail run to corporate. I also received copies to take with me. A route that would have taken 7-10 business days took me 45 minutes. Good visit with the associate who juggled a few different tasks simultaneously while assisting the steady flow of customers.

Morgan G was amazing and helped me navigate through my banking issues and needs. She was wonderful,…read moreI appreciate her help! I'm so grateful for her. :)

Jerrord is awesome and was very helpful and patient! He walked us through the entire process for…read moreonline banking with the credit union.

Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional

After becoming debt free my husband I were lost on how we should budget to save and also enjoy…read moreourselves so we scheduled a Eureka session with coach Jaclyn. the pre appointment work was eye opening and during the appointment Jaclyn helped us create a realistic game plan. We feel so much security in knowing that each dollar has a place and that we are able to save for our goals like vacations and a new car without worry. if you are on fence just do it! You will gain so much for these incredible coaches!!!

FYI people, in less than a year, I have paid off 1 credit card in full and am about | | that far…read moreaway from another...thats right, debt free in a year. All of that money that I spend now now and will go directly to ME! The decisions on what to do are now harder...I mean after working your ass off to pay off the plastic and focusing on only that, its hard to fathom that now I get to spend all of my hard earned money on me and do it now responsibly! Its awesome the Kelsa is just as excited as you are about paying things off, she even shares it in our FFP Facebook community and its great to see so many other people out there who are choosing to take their financials in their own hands. Thanks again Kesla!

I've really enjoyed working with Steven. He is smart, easygoing, and attentive to his clients'…read moreneeds. He provided me with great perspective and recommendations on better managing my investments and fiscal priorities. I am definitely more prepared for the future financially because of his expertise.

Growing up as a daughter of refugee/immigrant parents, my parents focused on their survival and…read moremaking a living for their family of six. I had very little knowledge of my family's financial situation, and I was never really taught how to effectively manage my own money. After years of trying to handle my own financial situation, I finally decided it was best to invest in a financial planner. That's when Steven came into the picture. One of the reasons why I was interested in working with Steven is because his business is focused on helping educate and serve young professionals of color and immigrants. I saw myself in his story. I've worked with him since fall 2020, and it has been an amazing experience to witness my own interest in and knowledge of my financial situation expand as a result of our partnership. Steven's expertise and willingness to educate has made me feel more confident (and less stressed!) about my financial situation, and I look forward to continue meeting my financial goals during our time together!

My wife & I have been with Marcus & his group for over 25 years. We have been very pleased with the…read moreprofessionalism, integrity, and market knowledge in providing accurate and profitable advice. We are now retired and for the last 15 years enjoying our time travelling thanks to the services provided by our financial advisor. Having an advisor that you can trust and be able to call and get a response is better that one handling 100's of clients.

We have been with Marcus Seiter at S&G for many years with our financial planning accounts. He is…read morehonest, professional and always gets back to us right away. We appreciate his time and value everything he has helped us with over the years. Marcus has also helped us with our Will and explained to us in great detail to help make things easier. Thank you for everything Marcus! Joe and Shelly W

Andrew Klein is our financial advisor at Edward Jones, and we are very happy with his services. My…read morewife and I did plenty of research, and asked for several word-of-mouth testimonials from our friends and family, and no one came as highly recommended as Andrew did. He is friendly, helpful, thorough, and trustworthy, even in these challenging economic times. When we first called Andrew on a Tuesday to schedule an appointment to meet with him, he offered to meet with us as early as the following day. On the day of our meeting, he was available right at the time we scheduled, and spent a great deal of time with us, asking questions, learning about our investment goals, and giving us great advice. I look forward to working with Andrew more, and reaching our goals with Edward Jones.

Andy Klein is one of the most trustworthy individuals I know. He has been my financial adviser for…read morealmost 10 years. He helped navigate me and my finances through the worst US economy since the great depression, and now my funds are stronger than ever. He prides himself on providing excellent customer service. He will call you every month, regardless of how much money you have with him, to give you updates on your finances. He will also recommend any changes that he thinks will be a better fit for you as well. He really listens to your needs, goals, and abilities to set a savings plan that fits you and your budget. Andy and his team at Edward Jones are among the best in the field. They can't control what the market does on any given day, but they set you up for success no matter what it does.