Outstanding experience meeting with the owner and staff. They put the investor first and include…read morethe client when any changes in portfolio that are being considered . Smart group of staff members ,with extensive investing backgrounds.

From the owner: Advocacy, Trust, Integrity and Commitment are the anchors by which our relationships are built…read more Working with our clients is a privilege that is never taken for granted. We challenge ourselves every day to protect the Fiduciaries utilizing our Retirement Plan Consulting Platform and to assist our clients in maximizing their investment returns within their corporate retirement plan, institutional and personal investment portfolios.

If you're looking for someone to help you prepare for a worry-free retirement, look no further than…read moreSusan Sloan at Thrivent. Susan has a true gift for turning what can feel like an overwhelming or confusing process into something clear, calm, and even exciting. She takes the time to really listen, understand your goals, your values, and what retirement should look like for you. Her approach is personal, thoughtful, and always focused on long-term peace of mind rather than short-term gains. What I appreciate most is that Susan is down to earth and practical. She never makes you feel rushed or pressured. She educates, encourages, and walks alongside you to build a plan that fits your life. Susan genuinely wants to see her clients thrive in their retirement years, not just financially, but emotionally and spiritually too. Susan will help you feel more confident about your future. If you're hoping to retire well, and without worry. Susan is the advisor you want in your corner.

My husband and I transferred our accounts from Michigan to Alabama when we relocated here. His…read moreaccount was assigned to someone, and when I asked to be with the same adviser, Elaine, the office manager, said I could not, because you need to have a large amount of $$ to have that particular adviser. I told her but I have more money in my account than my husband... this didn't make any sense. This was at a Charles Schwab event, and I felt humiliated. I had never been treated like this in Michigan. I did get the same adviser, but our customer service was never up to par. Only my husband would get annual calls about his account, no one there would contact me. We have since transferred out accounts to another financial planner and we are through with Charles Schwab. I cannot advise anyone to use this firm.

The Birmingham branch of Charles Schwab offers helpful seminars, where they explain their views of…read morethe market, various products and who might benefit from them. Their suggestions have always had my best interest at heart. They also periodically offer a free "shredding" event where you can take large amounts of old papers to be safely disposed of. Even though I have a modest account, I have always been treated professionally and courteously by Elaine, Lynn and the other professionals at this branch (as well as the national 800 number). I have recommended the Birmingham branch of Schwab to family members and co-workers and they have all been pleased.

Very helpful and patient when dealing with my precious mom. I greatly appreciate the…read moreprofessionalism and care shown to her.

They don't answer their phone. And, they have the most annoying background music. It says "your…read morecall is important". If that's the case why don't they answer the phone? While on hold, for over an hour, I have decided not to invest in Fidelity.

My mother wanted to add me to her accounts and Kristi Trowbridge kept saying reasons why I didn't…read moreNEED to be on the accounts. We finally called our attorney who told her that is the way it needed to be. When my mom said she wanted to add me it should have been "yes ma'am", pulled out the paper work on got it done. It wasn't her place to question my mother's wishes. We have since pulled our investments and left this firm. Beware....

Bryan has been working with me for many years. I expect the best and Bryan delivers.read more

From the owner: Quality financial advice for improving your bottom line and net worth…read more Our goal at Bryan Parker CPA is to help small to medium sized business with their accounting, payroll, and tax needs. We have built a firm that provides quality accounting services coupled with a high level of client support, for a reasonable price. We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs. Contact us today for more information!