Outstanding customer service. Great investing opportunity. Perfect time to enroll in cds.read more

I would never recommend anyone using Fidelity as a financial firm. I've had a couple of managed…read moreaccounts with them for approximately 10 years and have paid fees to meet with a planner each year. I've met with only three planners over the 10 years because they lack good time management or are just not interested in their clients. I've complained many times over the years due to their lack of customer service and it never gets better. I've requested a refund on my fees for not receiving the service I've paid for. I was just told I will probably not receive a refund even though they've not offered the service I've paid for!

Alfred J. Adams circulated a flyer in my neighborhood regarding a Social Security Class to be held…read moreJuly 23rd at Beulah Heights University in Atlanta. The class and information would be helpful to people in my community. Two days before the class, the venue was moved to another area of the city, away from the community that the information described could have helped more. I am not inclined to attend another offering of this class, since it's clear that the information is not being made available to all. And I just read Herman P.'s review. Wow.

From the owner: Alfred J.Adams & Company is an Atlanta-Based Registered Investment Advisory Firm. We provide…read morecustomized portfolio management for individuals,corporations,and corporate employee benefit plans.We Believe succesful long-term investing involves participating in various asset classes such as stocks, bonds , real estate and international securities at all times based on your risk tolerance and objectives. Alfred J. Adams & Company can develop the right portfolio mix for you.

Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.

Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

Through a family referral, I was introduced to Teresa, who is now my amazing Financial Planner. I…read morecan not be happier with her engagement, extensive knowledge, insight, suggestive guidance & overall support for my investing & saving journey. Great collaboration as she shared her expertise & knowledge while cultivating a lasting & successful relationship. The metrics are different for every individual & I felt comfortable in stating my objectives & looking forward to the plan of action that Teresa laid out for me and working towards getting the results I'm seeking.

It's always a pleasure to work with Paula! I can honestly say that I no longer stress over my…read morebookkeeping and year end taxes! She takes care of everything, all year round!

From the owner: Don't hesitate to call Taylor Accounting & Associates in Marietta, GA. We are committed to your…read moresatisfaction. Call us today.

This most simplistic education out there! The Financial Freedom Club is the Real Deal!read more

FFC trading is very thorough and easy to understand. The trainers are very approachable and…read morerelatable. Live trading is one of my favorites. You are able to talk through your thought process and understand the thoughts of others. In just 3 months I have been making money consistently through Forex trading.

This Financial Advisement Company are the worst. I have been trying to move my money out of them…read morefor over two years and they continue to make excuses or ignore me and my new financial advisors request for transfer. Stay away from this company they are not an honorable.