Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

Here is a professionally refined version of your statement for submission to the bank, with…read moreimproved clarity, tone, and structure while preserving your voice and emotional truth: Subject: How My Family Lost $6.5 Million in Property and Savings Due to Charles Schwab's Failure to Act My father, a Ph.D. in organic chemistry and former head of polymer research at Chevron, was a brilliant, humble man. He held over 280 American Chemical Society awards for his research. Despite his success, he remained modest--driving a 1972 Oldsmobile until 2004--and dedicated his life to providing stability for our family, especially for me, as I am autistic and have disabilities. He invested with Charles Schwab for decades, building several million dollars in savings and earning over $150,000 annually in interest. He never touched the principal except on two rare occasions. When funds were needed, he borrowed against our homes in Marin County or Lake Tahoe--sometimes up to $500,000--rather than withdraw from his investment portfolio. We didn't grow up wealthy. He purchased our family home in Marin for $22,000 and a small Donner Lake cabin for $12,000. By the time of his passing, these properties alone were worth nearly $3 million. He worked seven additional years past retirement to make sure I would be taken care of, setting up a trust in 2009 with Wells Fargo as trustee to ensure that I would be protected for life. But everything fell apart. As my father began showing signs of dementia, I noticed irregularities in his accounts. I reached out to those we trusted most--our longtime bookkeeper, his accountant, the Wells Fargo trust manager, and a supposed assistant. Instead of helping, they misled me. They lied, obstructed my efforts, rerouted documents, and manipulated records. It became clear that each of them had taken between $200,000 and over $1 million for themselves. This wasn't just theft. It was a coordinated effort to defraud us--conducted by people with insider access to our finances, mail, and trust accounts. More than $3.2 million was stolen directly from my father's Charles Schwab investment account--money he never used, money that was supposed to be my security for life. Worse, Charles Schwab's fraud department failed us. Agents like Rena Meinki and Don Woosley repeatedly stalled and delayed after we reported the suspicious activity. They assured us they were investigating, only to later claim that it was "too late" to recover the stolen funds. They knew my father never wrote checks from his Schwab account. He used Wells Fargo exclusively for disbursements. And yet, over 140 checks were processed through the Schwab account--most with no endorsements, no destinations, and no record of deposit. Many of these were entirely unauthorized. Because of this theft and inaction, we were forced to sell or lost nearly $6.5 million in property and lifetime savings. I lost my father, and I lost the life he worked so hard to protect for me. This was betrayal--not just by criminals, but by institutions entrusted to safeguard our legacy. My own life was deeply impacted. I had overcome addiction and, with the support of my family, went on to found one of the most successful yoga studios in the country. My sister and brother-in-law--then CEO of Reebok and co-founder of Ariat International--mentored me in that journey. But when this fraud occurred, I was misled at every turn. People I had helped for years--including a 20-year AA friend, Rachel Winer, and her associate Jacob Weiss, a repeat felon--turned out to be involved. That betrayal cut the deepest. In 2009, when my sister no longer wished to manage the family trust, my father asked me who I trusted. With legal counsel and mutual agreement, we appointed Wells Fargo Bank, where we had banked for years, to oversee the trust. That trust--and the entire legacy my father built--is now gone. I am speaking out because we need accountability. We need someone to care. Would you like this formatted as a PDF or turned into a formal complaint letter?

I wanted to get their free checking and broker account . I played the stock market while in…read morecollege, made some good money, back in the day. Too many glitches with their online software. Telephone customer service is hit or miss. I can do better going thru AARP or contacting the stock's directly. I may not be a high roller, but some penny stocks are a great value, and a good investment, and you don't have to go thru a big name broker, to get what you want.

Things are going very well. My wife and I recently met with our financial advisor and other staff…read moreto sign our wills and advanced directives and to have them witnessed and notarized. Bringing my wife in was the first step in having her involved in our retirement planning; and, providing her with on-line access to all of the important documents; and, all of our financial records with one sign-on. As our daughter gets older, she will also participate. Next year, she will attend the summer "boot camp" to help her understand finances and take charge of her future. My wife and I really enjoy this company and their team of professionals. We've met the investment managers, our advisor, the support team; and, the principal members of the firm. After our prior planning meeting, we opened a joint investment account; and, are making regular investments. This meeting, we reviewed the financial performance of our portfolios; and, reviewed our risk tolerances. We're in good shape; and, in good hands. I feel very secure with Allgen Financial Services, Inc.

From the owner: At Allgen, we strive to simplify financial conversations by bringing complicated issues down to…read moreearth while delivering a high level of financial intellect and professionalism to our clients. We believe everyone is gifted with different skill sets. Through this belief, we have formed a team of diverse individuals that collaborate to empower and educate our clients through the maze of financial decisions necessary to reach financial success. Whether you are starting on your financial journey or have reached financial independence, we take great pride and joy in helping you maximize your financial resources. We are your approachable financial firm. Allgen Financial provides highly tailored financial planning, investments, money management, asset management, retirement planning, debt reduction, budgeting, estate planning, rollovers, legacy planning, and cash flow planning. Headquartered in Orlando, FL, we serve clients throughout the U.S. and abroad.

The employees don't follow through with helping their clients. They leave looses, thus causing…read moreproblèmes later.

Not helpful, mostly an online company. Tried to open a rollover Ira and couldn't get verified…read moreonline or by phone. So I opened elsewhere. Mt spouse has an account so was trying to keep it in the same institution

Totally at a loss as how to save for retirement, Mac Wren is my go to guy. I was truly lost but…read morehis patience and guidance has helped me understand how to invest and actually hold a conversation about it. Thanks, Mac!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

We have been VERY pleased with our Advisor and his team at CFG since 2016, and have respected them…read morefor their guidance and their grasp of the "big picture" in investing. Yet they have also shown their ability and willingness to "sweat the details" for us when needed. In an era where exceptional one-to-one customer service has virtually disappeared, the work they do should be held up as an example for others to try to emulate.

We have listened to their radio show for years and decided to call them for a consultation. They…read moredid not disappoint and we moved all of our accounts over to them to manage. Very happy with them so far! Chris Toadvine has gone out of his way to help us!

FFG's Financial Professionals provide a no cost (Huge advantage to the big boys), no obligation…read morereview of a client's current financial situation, educating others on how to establish goals for retirement. These guys hate taxes and FFG promotes tax-advantaged investments that are very limited to stock market risk, while still meeting goals for people to retire early. FFG is willing to assist anyone with a life insurance, asset protecting, tax saving, liquidity need. Sit-downs can take place either at the office or at the client's home residence. Available to meet clients on the weekends if necessary due to busy work schedules. Shares the same building as some of the local radio stations like MIX 105.1 and Sunny 105.9. Up on the 3rd floor of the Pembrook Commons building. Across the street from the RDV Sportsplex and shares a parking lot with the Courtyard Marriott. Financial Foundation Group was established in 2001 and has expanded through rough economic times to currently 7 divisions in 4 states (Colorado, Texas, Florida, Nebraska). Financial Foundation Group is not related to Foundation Financial Group, so no scam worries here.

Five Star review is not enough to describe Sparrow Wealth Management. When it comes to your…read moreretirement money, trust is everything. No matter what your level of expertise is when it comes to investing, you need an advisor to manage your money who you know has your families best interests. Cris is just that advisor for our family. We sleep very well at night knowing he is on our team and looking out for our goals. We meet with him yearly to make sure those goals are on track and he's always available anytime we need him.

I am very grateful to Chris for helping my husband and I come up with a financial life plan that is…read moreempowering for both of us. When we went in to see Chris we had not been on the same page for some time regarding how much money to allocate towards retirement, paying off the house, emergency fund savings, vacation, etc. My husband has a much higher threshold for risk than I do. Chris was able to understand our differing needs and values and helped us creatively bridge the gaps necessary to come up with a solid plan that honors us both. Now we both have a lot more peace of mind about our future and as well as greater freedom to enjoy our money in the now.