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Merrill Lynch

2.0 (4 reviews)

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Charles Schwab

Charles Schwab

(23 reviews)

It seems that the reviews for this branch are either all in or all out, so I will do my best to…read morejustify my all in rating. I opened a $2,000 IRA with Schwab 25 years ago as a passive way to invest in the stock market. Initially, I mainly used the phone service to help me learn about the market and terms/procedures on investing. Over time and with some luck (thank you Costco), my funds increased. As I approach retirement, I wanted to get more in depth assistance with my investing. I've been blessed to have a couple of 401k plans with past employers and both of my parents left me a modest amount of inheritance, so I need help with a strategy and also Roth conversions. I had multiple meetings with three companies (and called a couple others), and Schwab proved to be the best choice for me. The level of service all depends on what you want. With simple, no minimum, no fee service you have access to people in this office and their 24 hour line. Once you hit a reasonable threshold, you add a Financial Consultant at no charge. And finally, if you wish to have them to manage your portfolio, for a percentage fee you can add a Wealth Advisor. I am not charged any commission fees. They are key in helping me with all financial matters including tax strategies, partnered referrals for supplemental insurance and trust creation. Compared to other financial management companies, Schwab offers various options that charge a fee either equal to or less than all others I vetted. They do not charge a fee for cash/cash equivalent investments and have options such as bonds management that are lower than all those I interviewed or made calls to get fee information. The personal service I receive has been far and away above all others. They listen to me at our meetings and I have as much input on my investments as I want. It truly feels like a team effort. Thankful for Schwab and my team (Brian - Investment Consultant, Scott - Financial Consultant and Jonathan - Wealth Advisor).

One month ago, I was misinformed by their banking division for fraud incident and was recommended…read moreto freeze the account. I was later informed that it wasn't a fraud but merely a misplacement of deposits to my other bank. 1. The fraud was misinformed to me by Victoria at their banking division. Due to her misleading statements of that someone cashed my check at 53rd bank at New York, under fear, I was induced to make the decision to freeze the account. 2. No one at their banking division called me to report to me what's going on. My fear index was at all time high when I was out of town and have limited resources to find out what's going on. 3. I've made a lot of phone calls and later found out that it was just a misplaced deposit into my other bank. I've informed them and Charles Schwab had known that it was just a check misplacement but failed to lift the restriction and wrote off the investigation. In summary, this bank mislead, misrepresented data and induced client to make wrong decision. The customer service at brokerage firm was unable to coordinate with their fraud investigation for correct data. Finally, they used this misleading tactic to freeze my bank account since last year. I've made so many phone calls and some of my payments to credit card company got returned unpaid because they placed the restriction on my banking account by knowing that there's no fraud. I have called customer service so many times requesting to lift the restriction and to transfer my money back to the brokerage account. As of today, there's no transfer and the restriction is still placed there. This is my question to your management team at Charles Schwab - How long are you planning on having this kind of financial abuse to senior citizen?

Fidelity Investments - Fidelity Investments - Newport Beach, CA

Fidelity Investments

(5 reviews)

I've been a longtime Fidelity customer, but this was my first visit to this office after always…read moregoing to Irvine. The space is clean, professional, and genuinely welcoming. My longtime wealth manager, Yumi, along with Brandon and the rest of the team, consistently provides clear, thoughtful guidance. I usually meet over video, so it was a real bonus to sit down with everyone in person. My sister-in-law uses Vanguard, and since they don't offer in-person support, I'm especially grateful for the face-to-face service Fidelity provides. Now retired at 61 after sticking to the long-term plan we built together, I can honestly say their guidance has paid off. I highly recommend this team--just remember, you still have to educate yourself and follow the plan. They're great, but they're not spinning gold like Rumpelstiltskin. Younger investors please save vs spend as delayed gratification pays off big time.

Completely inept at what they are doing. I used to have a Fidelity account years ago and now I…read moreknow why I left. I was trying to open a Self Employed 401k. Since I had a "profile" in the system years ago, I wasn't able to open it on-line because it was asking me for 20+ year old data to verify my identity. A call to customer service, and they still couldn't verify me, and asked me to go into a center. Today, I went in explaining the situation. After checking my ID and verifying me, they still were not able to "update" their systems in the office. So then they passed me around to "advisors" who then proceeded to call the general help line that I had called before. The help line couldn't do anything and wanted to verify my identity again through a series of questions about my employment over 20 years ago! After a series of transfers back and forth, they finally managed to verify it was me, but one last transfer back to someone who can make some changes and the advisor decides to hang up. Back to square one, where now he says just print out some forms, and fill it in, and then they hope it will match and the systems will align. All of this takes over an hour and I give up and just walk away and headed to Schwab. Also they don't even know their own products. They were advising me that I needed to bring in my own plan adoption agreement. I ask what that is. They said I need to draft one. A quick search with ChatGPT and it says that Fidelity will provide one for me and I just have to fill it out! I show them the verbage and said nope you need to do it yourself. We don't have one for you. Do you really want someone who can't even figure out how to open an account managing your money. Probably not.

Michelle Tascoe Financial Coaching - Financial life coaching Los Angeles business creating wealth

Michelle Tascoe Financial Coaching

(67 reviews)

Koreatown

Working with Michelle has been truly transformative for me and my husband. Over the course of six…read morethoughtful and intentional sessions, she helped strengthen not only our finances, but also our mindset and confidence around money. With each meeting, we made meaningful progress. Michelle helped us see clearly where our spending was going and guided us in creating a realistic, sustainable budget that still allows us to enjoy our lives while saving toward our biggest goal--purchasing our dream home. What once felt far off now feels achievable much sooner than we expected. Perhaps the most valuable part of the experience was the confidence and clarity Michelle helped us build as a couple. Our conversations around finances are now more productive, aligned, and positive than ever before. We're only a week out from our final session, and already feel the impact of the work we did together. I'm excited to look back in 3 months, 6 months, and a year from now and see how far we've come thanks to Michelle's guidance. I can't recommend her highly enough.

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

Alpha Innovation Partners

Alpha Innovation Partners

(5 reviews)

Zeus & Bill. Bill…read morewas literally in a CAR for my latest meeting, A car. Probably the most disrespectful way to have a meeting pitching services, but ok. He said his team would reach out to request financial statements needed for his analysis. Never received anything. Followed up myself after waiting for weeks, they respond a week later asking what do you need again, and to set another meeting with Bill. It's the email before in the same chain? I need to set a meeting to send requested documents? Never responded to requests for any reading material, past performance, etc. My first meeting for another service earlier this year. It wasn't a priority for me, so I noticed they never responded months later. Apparently this is a theme. Thought I'd give them another chance anyway, which is stupid on my part. Extremely unprofessional, I would not trust them with anything. Their response time is non-existent, and they don't remember what your conversation was about, if they respond at all. Unless you want to give your money to people who don't respond, don't remember what you need, and pitch something while they're in a car. Go with literally anyone else.

Tom truly is the financial professional to be aligned with. He provides a thorough review and is…read moreextremely knowledgeable. Definitely an expert in his field. My family's financial future is 100% protected thanks to Tom's advice. I've already recommended him to family and friends.

Merrill Lynch - financialadvising - Updated May 2026

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