Fidelity Review - Cold, Uncaring, and Only Out for Themselves…read more Fidelity is hands down one of the worst financial institutions I've ever dealt with. They don't care about their customers, only about protecting themselves. People make mistakes -- it's part of life -- but Fidelity acts like they're above it all. Even if it's your first issue, they'll slam you with restrictions like you're a threat, without a shred of empathy or understanding. Their customer service is a joke. Good luck getting a rep who does more than copy and paste policy. They don't listen, they don't help, and they certainly don't care. Managers? Hidden behind layers of scripted nonsense and red tape. You're not a person to them -- you're a number, and the moment something goes wrong, they treat you like a liability. What's worse is they pretend to be all about clients, when in reality, it's all about control, image, and covering their own backs. I don't even have much money in my account with them -- but I'm closing it anyway. That's how disgusted I am by how they operate. It's not about the balance, it's about the principle. Their rigid, heartless approach says it all: they are not here to help you. They're here to help themselves. I'll never recommend Fidelity to anyone. Save yourself the stress and take your money somewhere that actually values people.

My mother passed away;presented them with NYC Official "Letters of Administration" that indicated I…read more(her son) had the right to handle her estate. The woman there said that wasn't sufficient proof from NYC - even though both a lawyer and the NYC Government Department both indicated this is the correct documentation. The Fidelity system had errors in it, I presented my mother's old passport for them to correct the error;they refused. Of course I got agitated after all of the blatant self interested ineptness (who had also given me conflicting information prior to this). As a result, a young man in the office purposely stood physically in my way to not allow me out of the door. After that, he said he was kicking me out of the office. Don't ever put your money into Fidelity. They're not trustworthy if anything should happen

OK my experience so far with Charles Schwab two thumbs down! This company that is supposedly…read morefilled with great ad vestment advice had me on the phone and then transferred me 4 times just to get something as far investments go was beyond remedial ! Constantly wanted to know my net worth! asking endless question on who employees me? how much do I make ? entertaining this phone call was brutal to say the least lets keep in mind I was trying to open a small account and trade futures then turns into an a major I don't know what? I then research Charles Schwab and notice the amount of law suites against this company I'm guessing because its filled with dishonest people that engage in fraudulent activity, Then I'm giving some song and dance about change!! in 6 months? not sure what that was about the 6 months? I'm sure they have some type of lame excuse for why they cant open a small account and have it funded without BS!! of who do you work for? how much money do you make? what's your net worth ?! thumbs down to this house of nothing ! stay away from this company if I was you id show up use there rest room and leave !!! and possibly buy lunch anywhere else if I ever do make a billion Charles Schwab stock will be the first I try to sell short!!! into the ground. Later chuck ! thanks for nothing !

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

Xl currency been doing my finances for the last 13 years. So happy everyone will finally be able to…read moresee xl currency Expertise!!!

From the owner: What I do: Offer comprehensive financial consultation…read moreservices aimed at empowering individuals to take control of their financial well-being. How I do it: A personalized approach to each persons individual situation. What I can help with: Budgeting and Financial Planning: Tailored budgeting strategies and financial plans crafted to suit individual needs and goals. Debt Management and Payoff Strategies: Expert guidance in managing and strategically paying off debts to achieve financial freedom. Savings Plans: Customized savings strategies and plans designed to build reserves and meet short- and long-term financial goals. College Planning: Assistance in navigating the complex landscape of college expenses, including savings, loans, and financial aid. Retirement Planning: Personalized strategies to secure a comfortable retirement through savings, investments, and retirement account management. Estate Planning: Guidance in structuring estate plans to secure assets and ensure a smooth transfer of wealth to future generations. Insurance Planning: Tailored advice on insurance coverage, ensuring adequate protection against unforeseen events. Tax Planning: Strategic planning to minimize tax liabilities and maximize returns, optimizing financial resources. Website soon coming to a internet near you.

Mark is very knowledgeable, caring and friendly. He primarily deals with elder law, but also…read morefinancial and real estate issues. He recently helped us set up a trust and covered every possible detail and scenario. He cares about his clients and will spend as much time as necessary to help them understand what he is doing. He believes in clients for life and has current clients whose families were his clients going back as many as two generations. Mark will always deal with you personally and not hand you off to someone less knowledgeable. I would definitely recommend Grosky Law Firm for elder law.

I was referred to Grosky Law Firm by a dear friend of mine . Mark Grosky is an amazing lawyer and…read morehas incredible knowledge for all things needs for our elderly family member . And talk about fast moving !!! Wow he help get my grandmother taken care so incredibly fast. Everything's big he said would happened did and I'm forever grateful for his spectacular service . He truly is the best Elder Care Lawyer in the area.

Nick and Reese have been fantastic. My wife and I started using them because we didn't know how…read morebest to plan for our future and for our kids future. They've been great helping us fine tune our financial plan so we get on the right track. It's an eye opening experience and I've been recommending them to everyone I know. I wish I had started with them sooner.

From the owner: Revolutionary Financial Planning specializes in comprehensive financial planning, investment…read moremanagement, insurance analysis & retirement plans for business owners.

Was referred from a relative and was a client of this firm from about 2019 until now. Not a great…read moreexperience. I'd say at best work and service was inconsistent. Even the information provided changed at times. Some times we'd get a phone call, sometimes no call back. I have had to call and leave messages and hound them to respond. And each time it was as if they were doing me a favor, that is until the bill arrived. Mistakes such as entering in the wrong routing number for electronic payment and then I end up with a threatening IRS note with a penalty, only to now have to pay the firm to unwind their own screw up. Fittingly they actually dropped my wife and I as clients. Stating they just couldn't handle the amount of business they had. Blessing in disguise for sure! Good riddance.

If you are looking for a professional, ethical, reliable, communicative and friendly CPA, look no…read morefurther. After many years of accounting neglect, I asked a good friend and financial advisor to recommend a CPA with tax expertise. Kevin Bottini was was his immediate suggestion, and like the rest of Bob's advice, proved pretty damn good. I am 1800 miles away from his office, and in another time zone, but working with Kevin, associate Sarah and indeed the entire staff has been as easy as if they were next door. Even the receptionist leaves a great impression by telephone. Rapid email communication, quick fax turnaround, simplified fee structure and most of all a calm, friendly, reassuring demeanor coupled with in-depth tax law knowledge made dealing with these guys as pleasant an exercise as going to a CPA can be. I have a new accountant. If you need one, I recommend them most highly. And the office initials are KGB too. How cool is that?