I like the new brick and mortar branch. It is much more spacious and lots of reserved parking in…read morefront of the storefront which is great since Fidelity shares the parking lot with Seasons 52. Service was excellent as I finally consolidated all my retirement accounts from previous employers. It is definitely a check off the to do list. I feel very accomplished for getting something I have been procrastinating done.

We rate these businesses mentioned in this post as ZERO…read more When customers join Fidelity, Fidelity investments tell you and explain how you are going to make and get all kinds of money when you get of age and draw the money. So you invest 40 to 50 years believing you will have all this money when you get in age to draw and fidelity has been treating you so nicely for all those years you feel well protected. When the time comes for you to draw your investments, then you find out Fidelity are 110% + fraud and don't want to easily release your own money to you. Fidelity will keep your money when you get in age to draw your money. Fidelity has all sorts of tactics to keep customers. First fidelity tells you about all the taxes you have to pay by taking your money, then fidelity starts protecting you from your own money by not releasing the money to you or your beneficiaries. Fidelity starts creating new rules etc., because you want your money. Here's what they did to my wife and I. In 2018 my wife was at the age to draw the money. Fidelity refused to give the money by saying their computer systems were down and fidelity refused to contact us by email in writing. Call them on the phone for a year + and all they did was question us over and over about our information, while refusing to give us supervisors, or people in charge including any information. What Fidelity did was continue trying to sell us other plans, then started mistreating us as a senior citizen. Fidelity said we should not take our money because we should buy medical plans etc., or help from others to function because requesting our money from fidelity is not smart and fidelity refuses to talk with beneficiaries. Fidelity continues to scam us senior citizen customers until we die, and then Fidelity keeps our money and starts working against the beneficiaries in every way. Therefore, we will never get our money from fidelity and the local police, Texas Attorney General does nothing to Fidelity. AG takes your complaint and files it and that is all the AG office does, filed with the Texas Department of Insurance, they take your complaint but does everything not to help you. Interviewed private Attorneys and they say it's going to be a long fight to get your own invested money back from fidelity and it's going to have a huffty price for Attorney fees that can't be estimated until the case is ongoing. $5000 to $20,000.00 to start a case is ball park figures. Went to BBB and fidelity refused to answer BBB . Fidelity took over BBB and BBB rated them as answered the complaint when in reality Fidelity failed to Resolve the issues or even answer the questions, as we gave them all of our processing information multiple times. At this point Fidelity just keeps our money and makes money with it, while we get no money. Never invest money with investment companies because they will keep all your money when it's time for you to draw it. BBB refused to list our complaint with Fidelity as UNRESOLVED. BBB is not good when it comes to issues they don't want to do. BBB will tell you the business is not accredited and they can't make a business gives a response. But BBB is misrating fidelity to the public by not rating the issue correctly because fidelity did not answer. The complaint against fidelity is UNRESOLVED because fidelity still has our money and BBB should list it as UNRESOLVED. Don't invest with these companies because once you get old, they will scam old people and no one will help and the stress they put on old people is meant to cause medical problems so they keep your money and you die hurting from their scam etc. It's your choice. If we had a chance to redo it we would never invest with any investment company because it's a scam etc.

One of the best brokerage firms in America. Amazing customer service and a range of products and…read moreservices for everyone.

Inefficient , can't get anything done in one visit ,no customer service , not sure why Schwab not…read moreprovide a competent banker ? We have to deal with rude receptionists to get work done. Very disappointed , went there 2 times to get an account opened , first email received some info I was missing went back , gave the details , they had even missed one full form . 5 days since still pending , no movement at all on the account opening !

This was 1 of 3 firms I interviewed before making the final decision to handle our planning. The…read moreteam was more than patient with me and added value every time we met. The key for me was they never tried to sell anything, they were more educational and I highly recommend them.

We used Insight to create a comprehensive financial plan that has really helped us better…read moreunderstand our current financial situation and get us on the right track to retirement while also targeting other investment goals along the way. Bruce Robertson has been a pleasure to work with and very helpful in guiding us through the process to make sure we were comfortable and all of our questions were answered to our satisfaction.

I found Infinity Financial through luck. I was surprised by the level of expertise. Customer…read moreservice is great. I have an MBA I know.a good financial services. When I see them. My gut was right, I left lasts years return and. David found 996$ that had been left on the table. Infinity offers a wide range of services to individuals and businesses. I can recommend

I dreaded coming here because we talked about the same thing over and over and when its done, he'll…read moreask to check-in on FB or want to take a picture of me at the office. He'll even ask again if I checked-in before I even stepped foot out the door. I finally had to tell him that I am not comfortable with social media knowing my location. He never harassed me about it again. The first time I came here, I was interested in what David has to offer b/c after receiving a letter from the IRS, it feels intimidating and I wanted to be sure to take the RIGHT steps to handle this case correctly. Before coming to Infinity, I read the notice from the IRS thoroughly to be well-aware of my situation and what I can do to fix it. I was told David just started the business and that he could help me with my tax situation when I was well aware I could have taken the steps myself by following the SAME instructions that was listed on my IRS notice. But here I am, helping him market his business. Throughout the times I was scheduled to meet with him, at some meetings I had to give him some papers and some meetings he just spoke in circles. He never once discussed HOW MUCH each step was going to be or if I wanted to proceed with them. Instead, at our LAST meeting, closing up on my tax case, he tells me the fees and changed the price a few times infront of me which makes me feel very uneasy, and it was a grand total of $500. Oh! And then he'll seal up the paperwork and place it in a Priority Mail Flat Rate envelope and have you pay for the shipping rate and drop it off at your nearest post office....... My dad had a similar case as me and all my brother had to do was call the IRS line and they'll guide you through the process, FOR FREE!

Solid advisors with a range of financial products for clients to choose from. On par with other…read morefinancial services in the area.

US Capitol Advisors: Exceptional financial expertise in Houston, TX. Highly recommendread more

Mohammed Akif has been extremely helpful answering questions about cross-border taxes. He was able…read moreto field all of my questions regarding FEIE, Foreign Tax Credit, and RSUs and put me on the best plan forward to avoid double taxation as a US Citizen. What a life-saver!

they always answer, and stay organized. They saved me money! Definitely would recommend them to my…read morefriends and family members!

A few years ago, I decided to make some changes to my self-guided portfolio, especially after the…read moredot com bubble burst. I had some concern about who would handle my finances. I found Scott during my research and set up an appointment. At that time, I met with one of their financial advisers and we were on the same page as to the direction of my investments. It was refreshing to meet someone who understood and confirmed my ideas for the future. It's worth the call to inquire and set up an introductory meeting if you have an interest in current and future investment opportunities.

If you have any financial needs 401k rollover, IRA or key man policy I suggest you make an…read moreappointment and visit with their very professional team, I have used them for years, they offer a large variety if financial options. One thing I love is there willings to explain all your possible options in a way anyone can understand.

From the owner: At Wealth Development Strategies LLC, we offer comprehensive financial planning services, as well…read moreas other investment advisory services* to both individuals and business professionals. Our expert associates can help you with: *Comprehensive Financial Planning *Estate Planning and Wealth Conservation *Investment Portfolio Management and Asset Allocation* *Private Money Management Services* *Qualified Retirement Plans (401(k), Profit Sharing, etc.) *Business Succession and Buy/Sell Agreement Funding Strategies *Executive Compensation Plans and Deferred Compensation arrangements *Education Funding (529 Plans, etc)* *Personal Retirement Funding Strategies *Charitable Planning Techniques

Efficient group of individual to take worry out of investing. Manage all aspects you don't have…read moretime to do.

From the owner: Financial Synergies is a fee-only Financial Advisor located in Houston, Texas. For more than thirty…read moreyears we've been serving the financial needs of individuals, families, and businesses from around the world. When we take on new clients they become part of our extended family, and in the past three decades we've developed multi-generational relationships with many of them. Our primary goal is to simplify your financial life. Our Certified Financial Planner™ professionals and advisors combine investment management and holistic planning to provide total wealth management for our clients. Together, we'll construct a financial game plan and investment strategy to meet your goals, and give you greater confidence in your future.

Weston Legal was an amazing team to work with throughout my case. They truly went over and beyond…read moreto help me during a very difficult time. I want to give a special thank you to Maria Tran and Jennifer Cannon for their compassion, dedication, and support. Their professionalism and commitment meant so much to me, and no words can fully express how grateful I am for everything they did. I also want to thank the entire legal team for assisting me every step of the way and helping get my case resolved with such a great outcome. I highly recommend Weston Legal to anyone looking for a team that genuinely cares about their clients.

Weston legal team has been working with me on a lawsuit and resolved it in less than a month…read moreresulting dropped lawsuit and dismissed debt and case. Awesome team.