We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

A great idea going to waste…read more I have been a client of Charles Schwab for over 50 years. In that time, I've been elevated to at least the first of their "Preferred Customer" tiers. So, I trade, pretty much every day. But there is one incredibly annoying aspect of Schwab that very well may push me to transfer my account. At the bottom of each account, there is a line item titled, "Cash & Cash Investments." This line is meaningless and could be easily replaced by two lines: "Year-to-Date Profits" and "Cash Immediately Available to Invest." I have, for more than a year, almost on a monthly basis, complained, because the confusion generated by "Cash & Cash Investments," leads me to believe I can buy stocks WITHOUT INCURRING MARGIN EXPENSE. Oh, I HAVE the money - in my interest bearing Schwab Money Market Account, but I need 24 hours to liquidate that into "Cash Immediately Available to Invest." And if I forget to do this, every day Schwab charges me an annoying interest fee. So much for client dissatisfaction. What about Schwab IGNORRING a profitable promotional tool. If, for instance, I see a stock I want to buy in a hurry, and I go to my account and see I have $46,000 cash immediately ready to invest, then I'd be much more likely to invest, than worry about a margin call and waiting until I can debug the meaningless line that has a totally erroneous and/or irrelevant amounts. And yet, for months, I have not been able to get anyone at Schwab to do something. Their "Priority Level" phone agents continually take notes on my complaint (they can actually read them back to me), but they cannot (or will not) give me an email or name of a person who can evaluate this suggestion. It's a dead-end. It's like you go to your banker and tell him he's got a bucket of cash behind his desk, and he's too lazy to go look for it. It's like McDonalds has a new product, that's cheaper and more profitable than a Big Mac, and they just don't bother to offer it. It's pure, arrogant, ignorant stupidity from a company I've trusted for 50 years, and maybe it's time to find another vendor! Hey, Fisher, hey Vanguard, hey Fidelity! I'm out here. Win me over. Maybe, I'm ready to walk. How about you?

Not a very friendly guy at the front counter. I was told printer was slow and had to wait a long…read moretime to have a printed form.

I first went to see Karl as i approached retirement, more than 5 years ago. I had no idea how to…read moremanage the money i had accumulated in my retirement 403B, how long it might last, nor how to budget in retirement. SO so glad i found him. He is independent and does NOT work on commission. He gives straight forward and transparent information and advise. Great explanations. The advice has paid off. Importantly, Karl is also a professional, good and honest guy. Very smart and i truly trust him. As i told him yesterday "Thank you Karl, you have made such a difference in my life and i appreciate you!"

I honestly couldn't be happier with my time consulting with Karl over my finances. He's been the…read morefirst financial advisor to help me navigate the world of 401Ks and investments and boy am I glad that it was him to do so! He has immense passion for and expertise in his field, which culminates in his being able to distill complex topics into understandable and engaging conversations. Unlike some commission-based advisors, Karl is never pushy - he simply gives me the all the information that I need to make my decision. I hope to use his services for many, many years to come and would 100% recommend him to anyone looking for a fee-based financial advisor.

I made a phone call to Wade Financial Advisory and spoke to Ethan. He was incredibly patient and…read morehelpful. He helped steer me in some very helpful directions and provided some very helpful resources.

We are so grateful to Ethan and the rest of the staff at Wade. They have helped us navigate through…read moreplanning for college, retirement, tax planning, a new home purchase, you name it! I love that they see the whole picture and are unbiased with regards to investments. They are not paid on commission, so you can trust their recommendations. Plus, they are just nice, personable, organized, bright people. I have never felt like I was valued less because I am not a "high roller." Getting our financial house in order was worth every penny. Best thing I have ever done for my peace of mind.

The manager at Employee Benefits Services disregarded a problem I was having and did not respond to…read moremy follow-up emails.

My parents recomended the Lawver Mortgage Team to my husband and I because they helped them refi a…read morefew years ago and made the process really fast and easy. My real estate agent(Steven Owens @ Coldwell Banker) also highly recomended them. Our first time home buying experience was made fast and as simple as it could get thanks to the Lawver Team. We initially met with David and were really impressed by his ability to make all the numbers work and his honest advice and professionalism. The customer service here was fantastic as well. We worked with David, Anthony, Maddy and Karla and I'm sure there were others behind the scenes but every single person was friendly and prompt with responding to our endless questions and anxieties. They worked really hard to meet our fast closing date and we're so happy to own our first home. I won't hesitate to recomend them to friends and clients and if I need this type of services again we will definitley be back. Thank you David and the Lawver Mortgage Team! Lindsay & Mark

Had an awful experience dealing with David Lawver. Communication was terrible, promises about…read moretimelines and services weren't kept, and I constantly felt misled and ignored. After my frustrating experience, I did some research and found multiple lawsuits against David for fraudulent financial dealings in other ventures. Wish I'd seen this earlier--it would have saved me a lot of stress.

Trung thực và tin cậy; đồng thời cũng rất chuyên nghiệp và kiến thức rộng. Tiến cử anh ấy để chọn…read morelàm CPA

Thai has been filing our taxes since 2022. He is extremely knowledgable about all things accounting…read moreand has been taking good care of us. Personality wise, he is a bit reserved but make no mistake, he is a wealth of knowledge. His filing fees have also been fair. One particular anecdote, when we were filing taxes last year (2024), I actually made a mistake in reporting how much estimated taxes I have paid over the year to IRS. Because of this, we miscalculated and were fined $1000 by IRS. Thai was quick enough to give a call to IRS and ask them for a waiver on the penalties since it was our first time, and he was able to get that waived off for us.

After 25 years of being with the wrong people investing my IRA (huge egos, poor investment advice)…read moreI found Juliette on Yelp and never looked back. Unlike the two people I was with previously she doesn't charge a quarterly fee. I never felt that my portfolio was being overlooked. She keeps me updated on the state of affairs and discusses all proposed changes with me. I'm retired now, and my investments are doing very well. I have total confidence in Juliette. If you're unhappy with your investment people or know someone that is, contact Juliette.

My husband and I are so grateful to have found Juliette through Yelp for our financial and…read moreinsurance needs. We've researched many financial groups and read reviews and Juliette's stood out to us the most. Our first meeting was over Zoom during the pandemic and we knew right away that we wanted to work with her. She's a very friendly, personable and trustworthy individual who we feel comfortable discussing our finances with. She's financially savvy and is creative in finding solutions that fit your goals. We also like that Juliette keeps us updated each quarter and we can contact her anytime! We genuinely recommend her to everyone looking to first start financial planning and even to plan their retirement. Juliette is wonderful to work with and we are so fortunate to have her as part of our growing family. Thanks so much, Juliette! You're the best!

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!