This is a long time waiting but I have nothing but amazing things to say about Logix Federal Credit…read moreUnion! I became a member in 2014 not knowing what a credit union was but was always interested by the little robot and the color scheme of the original corporate office. I remember getting all the information that helped persuade to open a membership. They assisted me with a credit card and then a personal loan to help me be debt free from past credit card uses! As of now, I'm close to paying off my debt and feel that Logix FCU gave me the chance to make that a reality! It's also great to say that every logix location I have had the pleasure of going to have all been great service all around! I know I will have a life long relationship with logix as I will also open an UTMA account for my nephew to help save for his future! I know Logix FCU will help the next generation just like they assisted me all these years! Heck! Their great service and chill atmosphere also got me interested in completing my banking and finance degree which now I work for a Credit Union! lol Your biggest fan! -Grigor

The official. The monkeys have taken over the zoo here. 3 reps, 40 mins on the just to update a…read morephone. 30 years I've doing banking here. Worst customer service!

Went to drop off sizable check and was greeted professionally and helpfully by Pravneet who quickly…read moretook care of the transaction in a comforting efficient way in matter of minutes. Gave me receipt and copy of my check and validated my parking and left me with a great feeling for this branch and their protocol

I opened 4 accounts at Fidelity at the end of July 2025, transferring about $4M of funds from…read moreSchwab. A reason I did this was Fidelity's promotion. I got a $2,000 promotion bonus for transferring these funds. I expected competent brokerage services from Fidelity, On 11/10/25, my accounts were hacked. A WROS account was added for someone from Idaho, along with an attempt to transfer $45K from another account's money market funds. In response to this attack, Fidelity closed my accounts & opened new ones. As far as I know, Fidelity did nothing to refer the scammer whose name and address were on the scam account to the police or FBI. I hired an IT professional & began doing everything recommended: Changing passwords on all financial & email accounts, adding & replacing "authenticators" &/or "two-factor authentications" on all financial/email accounts, checking and deleting any hacker-added filters to my email accounts, etc. On 11/14/25, before I could even complete all these recommended security measures, another Fidelity hack occurred. In response, Fidelity overreacted, not only closing my then existing accounts, it locked me out of all of them, demanding a phone call. In that phone call with two Fidelity reps, I was bullied, reprimanded, and threatened that if I did not say the words "I promise to professionally clean all devices," & actually have this done to Fidelity's satisfaction, I would not be given access to any Fidelity accounts. You know, the accounts with MY MONEY in them. The accounts I told the Fidelity reps I had already taken steps to protect, & was in the process of taking further steps, when the 2nd attack happened and Fidelity locked me out and prevented me from completing more protective steps. I don't know if Fidelity reps talk to all its customers this way, or just to women, just to any customer who's only got $4M in assets deposited with them, but it's clearly inappropriate. I responded with my own threat, that if Fidelity didn't want me as a customer, there were plenty of other brokerages, & I was sure I could find another brokerage which would value me as a customer. The Fidelity rep then restored my access to my newly created accounts. But frankly, at that point, the damage had been done & I was fed up with Fidelity. I continued to experience this sub-par & even offensive & discriminatory service til May of 2026, when I was still getting statements for the closed & fraudulent accounts even though six mos. had gone by since the two ID theft incidents occurred. Fidelity was unable/unwilling to close the fraudulent/hacked accounts. After ~6 months of Fidelity not managing to reconcile and close the fraudulent/hacked accounts, I called on 5/1/26 & spoke with a "retirement" rep to ask why I was still getting statements for the fraudulent WROS account which still had a $-.05 balance, going on 5+ mos. at this point. I spent an hour & 12 minutes on the phone with this person, who put me on hold repeatedly while trying to get answers. He told me the following nonsense: 1) "Fidelity doesn't close accounts" (obviously false) 2) I could "hide" this statement online (actually not possible); 3) the only way to close this account with a negative $.05 balance was to transfer $.05 from another account (?!?!?); and 4) the reason this account could have a negative balance is because "of a dividend coming in after transfer." He kept repeating this "dividend" BS, & the final time he returned from a long hold, said "we're going to close your account, but I can't tell you when or how." A few minutes later I got a call from (817) 722-9727 and was told the account had been removed & I would no longer see it displayed on my Fidelity page. This was true: the scam WROS account had finally been removed, proving the guy who kept me on the phone for an hour & 12 minutes spewing falsities had completely wasted my time. Infuriated, I then sent Fidelity a message, attaching my 3/26 statement for the WTOS account with a balance of $-.05 documenting this fiasco. Six days later on 5/7, "Tracie C." responded, acknowledging Fidelity's inappropriate threats and incompetence. She wrote "The fraudulent Joint account opened on 11/10/25, and the additional fraudulent login on 11/17/25, indicated security concerns with your device. To further protect your accounts, Fidelity asked that you have your device professionally cleaned to ensure there is no malware active on it. The fraudulent Joint account was removed from your profile on 4/30/26, after your phone call with our representative was further escalated with our Fraud team. We truly apologize for the frustration and inconvenience caused by this phone call and assure you that the relevant parties have received feedback to prevent similar situations in the future." Again, I was not "asked," I was threatened. Again, the scam account wasn't removed after 5 months or on 4/30. It took 6 mos. & a protracted call with a rep who gaslit me for over an hour.

We are so grateful we found Annie and to have her as a resource for our future health insurance…read moreadventures. Navigating the labyrinth of insurance options as a family seeking coverage outside of a traditional employer path is a reliable headache, and we had never before felt like we were making a fully informed decision about what path and plan would actually be best for us -- because it's virtually impossible to do that with the way insurance info is essentially presented in a different language. Annie is the translator we've always wished we had. We will be relying on her knowledge and thoughtful guidance for every future insurance decision, and if you're in a similar scenario and finding yourself overwhelmed by the mess of insurance info in front of you, I'd strongly suggest reaching out to her to do the same, too.

Annie is phenomenal! She is knowledgeable and above all, an excellent communicator. I have been…read moreusing her brokerage services for my law firm group health insurance for two years now and I could not be happier. I highly recommend her. She is always so patient, quick to reply, and very organized. She's exactly what stellar customer service should be. 10/10 Annie!

I don't leave reviews but I have to in this case. I was referred to ACap by a true friend. After…read morespeaking with Ara, I cannot begin to describe the hybrid feelings of safety, gratitude and confidence. Safety as in ACap is a place where you will be safe financially. Gratitude in that I feel treated like a family member. And confidence that my ongoing financial literacy and growth as an investor is headed in the right direction. You need to be prepared and don't waste time. If you are, then ACap will provide you with a true partner that will help you grow financially.

Marina saved me this tax season. I had the same tax guy for 20 years and he retired unexpectedly so…read moreI had to find someone fast. I reached out to ACap a few days before my taxes were due and she helped me in a matter of hours. I'm very grateful to ACap and will continue to use and refer them.

These guys got to be crooks, they called us and we didn't answer so they faxed us a hand written…read moresheet saying our account was active and we have 100,000 dollars credit. Yea right... I never talked to them, I never signed up with them and I have never used them so creating false accounts for my company isn't going to get you my business. STAY AWAY!

As a real estate investor and agent, I don't appreciate being given the run around on listings…read more Spoke to several different people on their main line and none could give me any direct answers. The short sale listing they had went pending 0 days on market and didn't even have a lock box on the property yet. I know this because I physically drove an hour and a half to the house. Then I couldn't get any response on making an offer when all of sudden I finally got a hold of their actual listing agent and the property was sold...oh ok. If you ask me that's not good business. The hard money rates look appealing and may actually be solid, but fishing for leads or whatever may have been done with that listing today was what I would consider to be an unethical business practice.

I've been working with Tony Watson since 2013. He does our personal returns, our S-Corp returns,…read moreand until I took it on myself he did our daughter's trust and partnership returns. I very much appreciate Tony's work and the conversations we are able to have. I feel that he shares his knowledge, experience and judgment and provides solid value for his fees. And our conversations are enjoyable. That counts for something!

Bob's been doing my business and personal taxes for 15 years…read more I've referred a lot of people to him because he's the best! If you own a business, you owe it to yourself to check out Robert Hall & Associates.

Working with Kyle Clark has been a standout experience from start to finish…read more After a deeply frustrating experience with another financial advisor program, I was cautious about starting over, but working with Kyle has been a complete 180. From the start, Kyle was thorough and patient. He walked me through transferring all of my existing funds, helped me establish clear savings goals, and gave me concrete, actionable guidance I could actually act on. What impressed me most was his timing: all of this unfolded during a period of significant personal transition for me, and he handled every step with professionalism and calm. The results have spoken for themselves. My portfolio has reached record highs, and for the first time, I genuinely feel in control of my financial future. If you're looking for an advisor who is competent and steady under pressure, I can't recommend Kyle highly enough!

I've pretty much exhausted my ability to manage my retirement account now that it's entered…read more"Antihistamine money" territory (It's nothing to sneeze at) so I thought it would be a good idea to hire a fee-for-service fiduciary to look over my multiple accounts and give me some advice. Which ones do I combine? Am I investing too aggressively or not enough? What the heck is this fund? Nick Licouris did a fantastic job - we met twice, and he mapped out a detailed roadmap for me to get my financial house in order over the next few years, explaining everything in plain English anyone could understand. He confirmed I was headed in the right direction, but also pointed out a few things I was unaware of. He also correctly predicted how many hours it would take, so the cost was no surprise. I am very, VERY pleased with the results and I've recommended him to others and will probably hire him again, once I've executed the plan.

The ATM for after hours has been closed for months. what is going on so disappointed With this…read moreCitibank branch . They never ever bothered to Repair it and make it operational.

Edward should not work there with his attitude and short temper- awful people skills and little man…read moreego. No greeting when you walk in, short staffed per usual, no urgency to help, lack of available info, disorganized branch and disorganized staff. Wait time sucks, Ashley is the only competent and qualified individual to work there. Pathetic.

Tony has been doing my taxes for over 30 years. He's the best there is!!…read more Thorough, meticulous, kind. He has been doing taxes nearly his entire life and his expertise really shines. I'm a freelancer, so my returns are always more complicated than most and he always makes it really easy on me. Over the years I have worked closely with nearly the entire team and everyone is great!! Having a great tax team is such a blessing. Even better when you have a team that can grow with you throughout the years. I'm constantly grateful for Tony and his amazing team. You will be too!

Terri's my girl! She helped play catchup on my back owed taxes with no complications whatsoever. So…read moregreat- I had to go back to her this year as well. She's fully invested in helping you maximize your refund, while simultaneously educating you financially. She's also the absolute sweetest.