Worst customer service. Financial Consultant does not answer his phone …read more Forget trying to reach the Branch Manager, he might return a call a week or so later. Only wealth associated with this Schwab branch is a wealth of frustration.

I opened an account with Schwab before the pandemic, because I thought the no-fee for international…read moreatm's was a great perk. Everything was fine with the account for a few years, then I got a letter saying my account would be closed due to inactivity if I did not contact them. So I did, and the gentlemen on the phone said he would mark my account so that it would not be closed. Sure enough, my account balance (around $600) was moved into unclaimed property without any additional notice from the bank. I'm now going through the process to reclaim my funds.

Fidelity is an honest, reputable company with hard working advisors that have educated me on the…read moreeconomy and investments. They have helped my investments to grow and provide security for me. My, advisor, Bradly McIntyre has returned phone calls promptly and has always made himself available to meet to reviews my portfolio. He has also advocated for me so that issues with an outside advisor group were resolved in my favor. I strongly recommend Brad and Fidelity. Please keep in mind that no investment advisor can accurately predict short term market success. However, corporate profits increase significantly over 10-15-20 year periods and stocks rise with them. If you invest for the long term you will build success and wealth.

I transferred $30K to Fidelity to begin trading stocks. After accepting my money, they put it on…read morehold so that I couldn't invest it or pull it back out. They said they needed bank statements to prove the money was mine and not some kind of fraud. I sent them the bank statements, but they still refused to give me access to MY MONEY. They said, "Call back in 3 weeks", which I did. They still won't give me access to MY MONEY. I now realize that they have hundreds of complaints online for terrible service. Don't invest with them.

Rocco has helped us many times throughout the years. His advise is second to none. He really…read moreknows the industry and is always professional. We would recommend him to anyone.

Very professional and knowledgeable. Rocco walked my husband and I through the whole buying…read moreprocess, he explained clearly, made suggestions and answered all of our questions. He was very quick with responses and made us feel more comfortable throughout everything. Not only he knows exactly what he is doing but also he works with people that will help you. I would highly recommend Rocco to everyone!!!

Was my first time filing taxes and he made everything super smooth and easy for me! he quickly…read moreanswered any questions i had and was super attentive throughout the whole process. I would totally recommend!

From the owner: CPA of 18 years of tax experience for individuals and businesses…read more Tax preparation: Individual, multi state partnership, S corporation, estate and trusts. Small Business bookkeeping, financial statements compilations, reviews, audits. We are expert in IRS representation: Offer In compromise, Tax debt, wage garnishments, levies and liens.