ZERO STARS. Sold to Inspira, can't get thru to a live person. Terrible customer service.read more

It was a runaround to even try to apply for an account. Then I got an email that their offices…read morewould be closed on October 10th in observance of............. "Indigenous Peoples' Day." This was for real!! That told me everything I needed to know about these people. "QUEST OFFICES CLOSED TODAY Quest Offices will be closed to the public on Monday, October 10th in observance of Indigenous Peoples' Day. "

Slow, rude service, IF you can get anyone to actual be at the teller window. They pretend like…read moreyou're not there, and if they DO decide to help you, if they need to go in the back, god help you. You'll wait 10 minutes, ask when they're coming back (again, IF someone is there and decides to acknowledge you exist), and wait another 10 mins. They've been this bad for at least 4 years.

I've been a Wells Fago customer for 17 years now. I hardly ever go to a physical location, however…read moreafter my experience at this location today I may reconsider who I bank with. I scheduled an in person appointment for 11:30am with a banker. I arrived 5 mins early, a Wells Fargo rep sat me down at an office and said so and so would be assisting me today and would be there soon... 15 minutes later I still had not been helped or checked on. I came out of the office and asked for someone to help me and what appeared to be the branch manager disregarded me so I left. Customer service at this branch needs some major improvement. So, what's the point of scheduling an appointment in advance?

Investors beware - Kent Beard lacks integrity and has deceived with the intent to mislead for his…read moreown personal gain. My 84 year old mother was a client of Edward Jones advisor, Kent Beard for approximately 10 years. In 2017 I began helping with her affairs and in July Mr. Beard advised me that due to pending regulation changes her account would need to discontinue transaction fees and move to managed fees (over 1% per year). This change would cost her many thousands of dollars each year. I told him other investment companies were not making this change and I asked him if there was any option that allowed her to continue transaction fees, and he said "No". So my mother reluctantly agreed to begin paying his managed fee. A few weeks later I was told that Edward Jones did have a transaction fee option. I questioned Kent Beard about this in conference calls with him in August, September and October; throughout this time period he maintained there was "no transaction fee option". Finally I uncovered documentation confirming availability of transaction fees at Edward Jones. When I confronted Kent Beard he acknowledged transaction fees were available and he attempted to justify his untruthfulness by saying he was moving all his clients to managed fees to reduce problems that might occur if the new regulations were to passed. The net result of Mr. Beard's action was he increased his client investment costs and in return he received higher commissions.The proposed regulation that Edward Jones advisor Kent Beard used to move his clients to the higher cost managed fees was overturned. Because his deceitful actions mislead my mother, she contacted Edward Jones' home office and was able to recover the unnecessary and excess commissions that were paid to him.

They are so accommodating. They are were able to help me go through a plan for me to a be able to…read moreretire earlier! And they helped me plan my kids future as well!

From the owner: My name is Ankit Shah and i work at Rochas Firm. I specialize in Life Insurance, Investments, and…read moreRetirement planning. I can be contacted by cell at 832-815-3626 or by email at ankitkshah03@gmail.com, please feel free to contact me anytime.

Paul Kelley saved me over $100k in my small business tax! He is a top notch accountant who is…read morewilling to find the opportunities to save on taxes even if it's different approach from my prior accountant (who told me I needed to pay the IRS). I'd didn't realize how much money I was losing until I got help from Paul. He's a CPA and very interested in small business success. He ensured all the paperwork was in place and he stands behind his tax credibility.

From the owner: Tax CPA - Tax and accounting services for businesses, investments, and their executives; IRS…read moreControversy and Resolution; Business Consulting

In our current economic situation, the majority of us are looking for ways to save money. Specially…read morein the banking industry. I was a personal banker with Chase in one of their Sugar Land branches. When I had to leave Chase due to health reasons, I looked for ways to save on fees. Online or virtual banks seemed like the right fit for me. I had seen this Charles Schwab location and walk in one day. I was told that the office was mainly for investment accounts but they did handle some aspects of retail banking here. Upon further discussion, the banker explained that I could open a brokerage account with $0.00. There was no obligation on my part to trade. I could open two interest bearing retail accounts, one checking and one savings. Opening deposit required; you guessed it, $0.00! I proceeded to open the three accounts after learning that my debit card would not incur any ATM fees. Any ATM around the world. Schwab Bank will credit ATM fees in a monthly settlement. Believe me I have withdrawn GBP in London and Euros in Paris as well as Rupees in Mumbai and Rajula, India. Bill pay is free of course. The bank will mail you free check books, deposit slips, prepaid mailing envelops and preprinted return address labels in case you use your own envelop. Sorry, no free USPS stamps. The bank has a toll free number that is answered by a human banker available 24 hours a day. I transferred my money from Chase and started real free banking.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

This is the best investment firm. The location is so convenient and accessible. The advisors are…read morevery welcoming and friendly. Of all the investment firms I've worked with in my years, I like Fidelity the best.

Everything is excellent in this location. Servicesare real good.very Environment is very clean and…read morevery nice! My Consultant or Advisor; Michell Collin FP is very professional and friendly. I like the way she takes care of custom's needs, answers all kinds of questions kindly. She is intelligent and patient and works very hard and most efficiently. I like her and Fidelity too.

Working with Sean has given me the best tax experience I could imagine. As someone new to the world…read moreof consulting work as well as managing my payroll and W-2s, they did an incredible job. There was fast and consistent follow-up; Sean and his team really spent a lot of time with me to make sure I understood all of my tax options and implications. Sean put together my tax return quickly and efficiently and went above and beyond to find deductions that I didn't even realize were possible. I highly recommend Sean Butler CPA!

Been a client of Sean's for years. Unfortunately numerous attempts to communicate with Sean over…read morethe last month have been ignored. I can not recommend this accountant.