Extremely disappointed with Schwab. Despite having significant investments with the company, they…read morecontinue to hold my funds and restrict access even after my transactions have settled. The lack of timely communication and the delays in resolving the issue have been incredibly frustrating with this happening several times over the past few weeks. You would expect a company that values long-term clients to provide better service and faster resolution, especially when it comes to accessing your own money. This has been one of the most frustrating customer service experiences I've had, and it's made me seriously question whether Schwab deserves my business going forward.

like so many businesses today, if you can't call them on the phone they are unable to help you in…read moreany way. There systems are so antiquated that there is no secure chat or any kind of online system to even let you see into your account without a phone. Pathetic! If you have any international dealings, then run away from Schwab. I regret closing my Wells Fargo account.

We invested a total of $11,500 in this company because the interest was very good at the time. When…read morewe needed the money for other things, we requested return of this money. The president promised to pay back the money several times, but until now, never has. We will NEVER do business with this company again!

Very nice people , to deal with , Loan approvals are high,. You just need to provide supporting…read moredocuments and you will get approved rather quick. The Account Rep Jesus is great. They explaing how the whole process works The rates we got are great !! i will do business with them again.

Mr. Carlos Celaya has advised me on my retirement savings goal in the past. When I learned of…read moreCelaya Wealth Management, I had to see him in reference to my children's college savings. He created a personalized portfolio at a reasonable price making me comfortable about my risk and the markets fluctuation with a diversified line of products for my different needs. I received honest professional advise. If you want peace of mind about your investment accounts; retirement, college savings, or just growing your savings, I recommend you see Carlos. No gimmicks, just honest professional advice that anyone can afford.

From the owner: Celaya Wealth Management is an independent Registered Investment Advisory firm based in Coral…read moreGables, Florida. We offer financial planning and investment management services under our comprehensive wealth management plan (CWealth).

It's always a delight visiting the Schwab office in Coral Gables, perennial group of highly…read morecourteous professionals always willing to assist without trying to sell you something, especially Aimee Farinas who always greets you with a smile and provides unapparelled service! ~Mario Y.

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

Vince and his team have been my trusted CPAs for many years. I used to try to do my own taxes but I…read morequickly learned that it's worth having a knowledgeable professional preparing my taxes. The help and guidance is invaluable in the long term. Their team is quick, reliable, easy to work with, and (most importantly) extremely detailed oriented. Great experience overall.

Let me start by saying that Vince and Rene have been a great help preparing my company's financial…read morereports. Their prompt and thorough responses to all my questions and guidance were comforting to someone like me who didn't have financial background. Their fees are very affordable comparing to other firms. (You would not believe some estimates I had received from some firms. Nuts!) To be honest, I was first skeptical with their virtual approach. But fear not! I am now so glad I found them and did business with them. Who needs a physical office after all. Because that's how Mongio and Assoc. keeps their fees low for their clients. Great job at low cost. I highly recommend them.

Thanks to Manna Wealth Management it has help me with my financial needs. Thanks again David!!read more

David and his team have helped me tremendously in the past couple months navigate my financial…read moresituation and feel confident about my future. David is so personable and sat with me to hear my entire situation before I decided to move forward. Never once did I feel pressured and he explained everything about the market in a variety of ways so I could fully understand what was being done with my money. I would highly recommend Manna Wealth if you are looking for a one on one relationship with someone handling your financial assets. I feel so much more confident with this team than I ever have before about my financial future.

If you're like me, the number one thing you value most is customer service. Whether you're…read moreinterested in wealth services or loans, Coconut Grove bank has an excellent team ready to satisfy every need. Melissa Cardoza, is always extremely helpful, efficient, is always ready to answer any and all of my questions, and never fails to get back to me in a very timely fashion. This bank definitely deserves 5 stars!

This bank was a good bank with some great service. Now, they seem to be having management problems…read moredelegating service in the Covid-19 era. I may have to move my service to a more convenient bank. Very sad they have slid down to a standard bank without all the benefits. Two issues where no one was working the drive-thru's during the normal business day before 4pm. One issue waiting to change my password on the phone with a 30 minute hold time. After 30 mins, a voice said, "can you please continue to hold?" ...... 10 mins later, I had to hang up.

Worst company ever ! They steal through contributions. They do tax evasions. They go against…read moreChristian Holistic Beliefs. Do not follow peoples personal trust paperwork and put their company policy over individual trusts. dont allow gold and silver. Steal, embezzle, self deal, breach fudiciary duties. and constantly neglects--every single month for years. Deny homes. Deny cars. Deny everything. I'm a multi millionaire .. and can't buy a home with them. Can't get a car with them. Can't have more children with them as they don't cover anything. they need to be audited and closed down.

The service at smaller firms is undeniably better. We originally went with a big firm because my…read moredad knew somebody there and we thought it would be the safer option, but now I wish I could go back in time and use Coral Gables Trust from the beginning. They can do more and better without charging ridiculous fees and even getting better investment performance, the first time I talked to John Harris, I thought it was too good to be true. These are the people that you want on your side!

People are nice and very professional. Daniel is very knowledgeable and patient with us when…read moreexplaining our freedom number

Great advisor and you will be treated as you are a family member…read more I trust they experienced and knowledge.

Easy to access with street parking and parking garage on the back side of the building. Great…read moreservice!

Professional, resourceful, excellent customer service in English and Spanish. Always new online…read moreresearch tools to help you manage your money and a friendly staff all around.