This is an inept off of kids who talk a big talk, push paper, and are babysat by an office manager…read morewho is in. I ways helpful. Every time you go in, they tell you to wait another week, for transactions to clear. After waiting from the beginner he end of the month and still no transaction , the claim they only file papers and all actual interactions need to be done on-line of via the phone. HEY FIDELITY, if you want to sale some money , fire all these people just sitting around with AI. It will be more effective for your customers and you can pass the savings on to your customers,

Not terribly impressed with the face-to-face customer service here. I had a better experience…read morecalling the 1-800 line and getting thorough explanations. I think there's a lot Fidelity can do to be more client friendly. I don't think they "care" unless you've got beaucoup dollars. So until I have more than $250k or so I seem to not matter. I've currently consolidated all of my accounts with Fidelity, since my employer's 401k management is through them. But, I've been way more impressed just meeting with folks from Edward Jones to Merrill Lynch.

As a couple we have been a client with Hendershott Wealth Management for over a decade. With 100%…read morereassurance, we could not image entering our retirement years without the prior years of planning with HWM. Living our best lives in retirement, stress free of daily/weekly/monthly management of our portfolio. I simply could not image, in today's world of some much uncertainty, going alone! Retirement in my mind eyes would be NO FUN! It would be work, and worry to imagine the markets daily. We don't!

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. :)

I had a plan. When I first started working, I knew I wanted to be able to afford early retirement…read more Even though I was an accountant with a minor in economics, I knew I didn't have the time or the ability to make the plan happen. So, back in the early '90's, my wife took me to a planning seminar which ultimately led to meeting Jeff Grund, our personal financial advisor. Jeff has worked in several financial firms, but no matter where he landed, my wife and I have kept our business with Jeff and his assistant, Nell La Lond. Nell has been at every one of the businesses that Jeff has moved. That's loyalty. It goes both ways, and when it comes to planning your future and trusting someone with the direction and investment of your money, having someone you can trust to be honest about your finances is as important as making money. Jeff and Nell have worked at Retirement Counseling Services for a while now. Their offices are easy to find. If you turn south of 86th at the Keystone Crossing stop light, RCS is located on the first floor of the office building about a block south of the intersection. If you are serious about planning your financial future, it is important to start as soon as you can. And finding someone who has experience and the personal integrity to help you reach those goals is where to start. Rev #392

Admit it, shopping around for a financial institution is rather confusing. Having grown up near a…read moremilitary base and joined myself, I'd become familiar with the benefits of credit unions. Lower rates, better benefits. I remember when you had to be a member of a certain organization to join, these days I'm not so sure. So when I made my way to Indianapolis back in '95, Fort Harrison still resembled a base and I went with what I knew - the base credit union. I must say, this Credit Union has a lot fewer branches than I was used to, but they're spread out across town and you can also use Forum Credit Union when you can't find one. There are several account options to select from, and like most other banks, they offer FREE checking, affordable loan options, a Christmas Account, and they even cover your ATM transactions at other institutions so long as you maintain a certain level of activity. With the rampant corruption and downfall of the United States banking institutions, I guess I feel like credit unions are more trust worthy. FCFCU is a local establishment and has been named Best Places to Work in Indiana, which also helps me determine that my money is in the right spot. I don't know about you, but all the bank takeovers are wearing me out a bit (National City to PNC) and all the new names popping up and unknowns (what the heck is Stock Yard?) just tell me that you don't know what accessibility and fees will be hitting your money, whatever amount you have. I prefer the tried and true and will keep my checks routed to Finance Center Federal.

They are not convenient, and they charge fees for everything if you use an ATM. I was told MY…read moresavings account would be online, and the primary person's account that I am on would be mailed. That was NOT true. They send out letters about insurance coverage not being covered even though they are receiving it. We have been with this company since the 80's, and it was good when it was Drover Street but NOT NOW. I am slowly trying to get away from them!

Pam and her staff were so helpful to me in finding a company for my medical prescriptions and…read moresupplemental insurance. Pam was able to save me quite a bit of money from what I was previously paying. She will find the best fit for you and is very knowledgeable on all insurance. I'm so glad I found this wonderful company!

Firstar went above and beyond our expectation through our loan process and Courtney did everything…read morehe could to help my wife and I through the purchase of our home and answered all our questions, even the ones we had late in the evening. His advice and recommendations saved us a lot of time, worry, struggles, and money. His recommended insurance for our new home was so great that we switched our other coverages to that company. I can't thank him enough for the help he gave us that was far beyond any other company I've worked with in the purchases of previous homes. Customer for life here!

This is a revisit. I have used their services for several years. I initially was quite pleased. I…read morethought they were attentive and took their role of a fiduciary seriously. Most recently I received a LETTER advising me they had a plan for some new investments. The letter stated I needed to take action before May 10! The LETTER was posted May 9. Never any follow up. In July they contacted me to make an appointment. At my recent appointment I was introduced to Quinn Teague. I was very impressed he took some time to introduce himself and to have me do the same. I expressed my concern of the turnover in the office and industry. He reassured me that he had plans to stay. I hope the company offers him incentives. I feel quite comfortable that my investments are in the right hands. It's early days but I think this is headed in the right direction.

If I could rate a ZERO I would. I have just discovered that my money that I have invested with this…read morecompany is NOT where it should be. I discussed that fact that I would need access to my funds and I have now been told that since I took one withdraw out earlier this year - (COVID related) I can't take money out again without significant penalties and surrender fees. I am beyond angry. I trusted them to put my money where it could grow and I could assess it once in a while if needed. The advisor I worked with won't call me back. He has had a compliance officer call me. I worked too hard for my money and now I'm being told that I can't touch it - even to put it back in 45 days - without significant fees. Fiduciary duty...not even close. I will be filing a complaint with the SEC, Indiana Insurance Commission and the Attorney General. STAY AWAY!

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!