Have been with Fidelity for over 42 years. Have only had a few issues and when I contacted my…read moremanager it was taken care of in a satisfactory manner. I have recommended many people to Fidelity. My preference over the last 20 years has been to rule my own accounts, yet receive good service when I have issues! Checking, IRA, Roth IRA's, Credit Card, in one location and get rewards and money market interest, along with many many different vehicles for investment!

Nothing good to say about this location. They are late for every appointment I made with them…read more Honesty is also not their policy. Takes hours to complete simple transactions. Very difficult to do business with.

Love their philosophy. Been reading Scott Burns for decades. They do what they say and charge an…read moreextremely low fee for it.

Caveat: Relying on yelp reviews for picking an investment or financial services firm is probably…read morenot a good long term strategy for success! Do your own due diligence and make informed decisions. Summary: - Check them out if you want smart low-cost people managing your retirement dollars - $50,000 minimum (sadly) to start an account - Low expense / high transparency asset management - Very open about what they do and why they do it - Your money is held in a custodial account at Charles Schwab & Co. - Even if you have no intention of being a customer, the website has excellent info I remember reading Scott Burns' columns in the Boston Globe ages ago and got interested in his new company when my Dad sent me a link. Scott Burns is probably best known for creating and talking up his simple "couch potato portfolio" (google it for info...) back in the days when it was hard for an individual investor to find diversity and low fees . I am not anything close to rich/wealthy but I've been stuffing my retirement accounts to the max since my first job out of college and ended up with a number of 401K and SIMPLE-IRA accounts along the way. Eventually all of the "old" accounts were consolidated into a single Rollover IRA held at Charles Schwab. Started reading the AssetBuilder blog posts and forums and got sold on their transparency and fixation on low cost and managed risk. They are transparent enough on their website/blog/forum that an independent investor could simply copy their published methods without signing up as a customer. The tipping point for me was learning that they keep client money in custodial accounts at Charles Schwab. Since my Rollover IRA was already there it felt like I was letting smarter people manage my money for less than I was paying in the hidden mutual fund fees and transaction costs. Now in the post-Maddof scam era this is even more important. While AssetBuilder may make trades on my behalf, all my statements and account info are serviced directly by Schwab & schwab.com. The separation of "management" vs. "holding" is a good thing in my opinion. Just my $.02 of course, I'm not rich or even a particularly savvy investor. I just like AB because I've found the fixation on low-cost & high transparency to be very refreshing.

Have been Schwab customer for 36 yrs. They offer dynamic financial services,... These guys are not…read moreonboard with Corporation, steer clear of this branch. Have a couple of incompetent kids running the front, got a bad attitude toward senior citizens. They will leave you hanging, and get angry if you call them out. Cannot believe the Corp. has not cleaned house, started over. Schwab is great, but these Bozos are not on the team!!

They have the worst customer service. It is 2024 and I literally have to go to an office to…read moreconduct business

There is a lot of uncertainty in the market these days and the best move I have made is to put my…read moreIRA and savings in the hands of Brian Hendon at the Edward Jones office on Plano Parkway in Plano. It can take courage to stay in when the bottom drops out the market and Brian guided me through the choppy waters and I'm certainly seeing a great result from the turn around in the market. I just had my annual meeting and he gave me advice on rebalancing my portfolio and worked on future strategies for maximizing my investments within the strategies I'm comfortable with. Brian not only looks at the investments with Edward Jones but he will also take time to look at my 401K and other outside investments. I never feel pressured to dump all my money into one basket. As far as Edward Johns as a company, they are consistently listed high for investor satisfaction and recently were 6th on Fortune's best places to work, so they must be doing something right. You never see them in the news for the wrong reasons. The meetings are never rushed and Marsha, the office manager, is well on the ball by confirming appointments a couple of days in advance, making sure paperwork is ready to sign, and promptly sending out documents that need my attention. If you think it's too late to invest, think again or maybe you don't earn enough to put some away for your future or your current financial advisor isn't giving you the time and attention you deserve, give Brian a call and I'm sure he'll be able to help you and point you in the right direction.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Megan amazing to property manager. Thank you. She managed and help me with any issues that I can…read morenot handle myself.

INVESTORS: Stay far away from OmniKey & do your own research. I found them through RealWealth &…read moreignored early red flags which was a big mistake. It's hard to imagine any competent investor would do business with Omnikey. Communication was incredibly fragmented & lagged from the agent until starting the loan app, in which we were bombarded by Omnikey/Lennar to submit the app. Pro formas were all inflated/ inaccurate, requests for updated information was ignored entirely. I explicitly backed out of the loan process & OmniKey/Lennar proceeded to RUN TWO UNAUTHORIZED HARD CREDIT CHECKS & have since ignored all attempts to contact them. Very sketchy all around & Omnikey property management is horrendous, which is the biggest pain point for investors as it is. Horrible experience is an understatement.

What a super guy. Wayne is an expert in his field. He went over and beyond to walk me thru…read morequestions that I had. He is incredibly knowledgeable and patient. The advise that I received from him was top pop notch. He will definitely be my go to guy in the future!!!

Wayne is a guy you can trust!…read more We've been working on credit repair and inquires that needed to be challenged for the last 4 years. We have spent thousands of dollars with other companies and wasted cash! Wayne got it done! Our family was in a bind and needed some items taken care of because we needed to purchase a house! Well let me tell you... my wife and I are now proud home owners! If you need a fixer... hit up WaynetheCreditGuy! He's up front and gets straight to the point... take it for what it is... at the same time... know and understand... that's why he gets IT DONE!