I just spoke with somebody at Fidelity customer service. He was a customer service manager, but he…read moredidn't tell me his name. He was very rude, condescending, he kept questioning if I was myself or somebody else even after I verified myself with two other customer service representatives. He kept over talking me, he kept interrupting me, he asked me a question and before I got a chance to answer, he would ask another question or say something rude and condescending back. I am withdrawing my investment, even accepting a $2000 penalty because I don't wanna do business with them anymore because they are rude and they are not helpful and just downright unprofessional. It sad me to think this is what this country is coming to. Terrible customer service, unprofessionalism, and just a plain disregard for humanity. The customer service manager hung up on me after I was nothing but polite and professional and respectful.

In 2014, my mother could no longer manage her finances. I consolidated her trust accounts into one…read moreat Fidelity with me as successor trustee with check writing to pay her expenses. After her passing, I contacted Fidelity and ask if the funds would be locked up for a period of time. I was told no and that I had full control. I sent them a copy of the death certificate and requested that they do a cost step-up on her investments. That happened the day they received the forms. After that, I issued checks to the beneficiaries.

I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

We have chosen Henderschott Wealth Management to manage our investment portfolio because we…read moreappreciate and affirm their mission and philosophical approach to managing wealth. While their firm exists to help us grow and protect our investments so we can achieve our financial goals, they are also " committed to see people in right relationship with wealth, and building communities that contribute to each other with appreciation and gratitude." This commitment is congruent with our personal values and attitude about wealth. In addition to their expertise and professionalism we value and appreciate the personal relationship with Jen our agent and Hilary via email. Clare and Katie

Sold us on an index annuity as a wealth building product had nine years of wealth building left …read more Said we would average seven percent return annually and experience no loss due to market turned down or correction. Lock us into a fourteen year contract with sila insurance company. First year we made nothing but the equity markets had an average of eighteen percent return. We were in the product for 3 - 1/2 years. And we only made 2.25 on the fixed. We surrendered ,( cancel the contract), as the result we had to forfeit all the interest made , payback the bonus and was penalized with the eleven percent of the principal remaining in account. Later , I learned he got a large bonus for selling us on that contract. He clearly violated his fiduciary obligations. I failed in doing my due diligence,and believing everything that came out of his mouth . We lost tens of thousands and plus hundreds of thousands of investment opportunity with this financial firm. Crown Haven turned into Frown Haven . They would rather you just survive rather than thrive in retirement. Take it from my experience run from these guys if you value your wealth.

Great wealth management company Very friendly and has a lot…read moreof good advice. Gordon is a vet and great guy

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

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

Incredible people, incredible service! If you're looking for a financial advisor that listens to…read moreyou, reviews with you and realizes this is YOUR plan and money then I highly recommend! Give them a call

Excellent service here from Brad Harrold. He is easy to reach, always willing to answer my million…read morequestions, and he knows what he is talking about. Finally, a financial advisor that I can trust! Highly Recommend!