Did not make any money. Finally took out money and was I started with. Put us in an annuity with a…read morelow income for 12 years. Seems it was a $$ for them

Amazing employees, so helpful. Thankful for them . Our whole family uses them . Even my 91 year old…read moredad . They have helped us figure out plans for our financial future .

Easy process. I had no idea what to invest in. Customer…read moreservice is amazing! Couldn't believe there were no fees.

Do not recommend. I reached out to Schwab and provided basic personal information at their request…read more I was then called by a rep, Al Smith, and we discussed the same info and set an appointment to review what Schwab might do for me. Arrived at the appointment and any conversation that Al and I had was forgotten and no pre-work was done. Never the less I spent 90 minutes reviewing and providing more in-depth personal wealth information and we agreed to reconvene when Al would have a plan to present. 2 weeks now and no Al. Reached out via email a couple of times with no response. I am a very self aware type person and always courteous and fair so I don't believe I scarred him off but to not even be able to raise a response is disappointing. Is turning out to be the typical, don't give a crap financial institution that I would not trust to have my best interest at heart.

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

I went here thinking I was going to an appointment to discuss setting up a will or trust. I was…read moregreeting politely and asked if I would like a beverage. I declined and waited for my appointment. I get into the appointment to find out I am scheduled with the wrong person as they deal with your portfolio and things like that. I knew I wasted their time, as they had to schedule me an appointment with Trajan Estate. It took a while for the person to schedule me, but I think it was because the whole appointment was messed up. I don't know anything about portfolios, but maybe when I do, I will come back.

We've been clients of Trajan Wealth since 2009. We had a very detailed meeting and together figured…read moreout the best course of action for the time. Fast forward to 2020 times are changing and we have LOTS of questions. I made a phone call and had a phone conference with Paul K for the next day. Not only did he answer my questions he conference called my annuity holder to verify all the information. I honestly feel that Paul went above and beyond to help me with forms that for all I knew were in a foreign language and put it all in plain English for me. I feel that he is acting in MY best interest and guiding us in the right path for our financial goals. Spot on Paul K and the whole Trajan Wealth Team!!

We have been using this office for years and we feel secure in our financial future. The staff is…read moreattentive, responds quickly to inquiries, and makes us feel at ease.

they have been great. been working with them for over a year. they are always there to answer…read morequestions.

I went to the planning for retirement class at GCC which Darcy Bergen presented. He spent two hours…read moreeducating the class about taxes, retirement and estate planning, etc. I earned so much valuable information. The class is free, and they will provide you with a free financial assessment and present a plan that is tailored just for your specific situation. I am going to have them help me with a will and deed beneficiary and I am looking forward to my financial assessment as well. Darcy does a fine job of explaining everything thoroughly and makes it easy to understand. I highly recommend going to one of his classes o educate yourself and find out about your options. Everything he presented, made perfect financial sense and he provides savvy information. Thank you Darcy! Kelly Criner

I am so disappointed in Merrill Lynch. My wife and I met with a representative to invest the…read moremaximum allowed into an IRA account. As we completed our 2018 tax return we found out that the monies invested were put into a Merrill Edge money account. When I spoke with a representative to find out why and if we can move the money to an IRA he said I wouldn't at this time. I contemplated over our conversation and decided to call back and speak to another account representative. I was on hold for over 20 minutes waiting for an agent and was disconnected. Tonight I tried calling back when it wouldn't be so busy and again I was on hold for over 30 minutes. This companies customer service stinks. Tomorrow I will try again, we don't expect miracles or any different results. Do your self a favor don't invest with Merrill Lynch.

Best in the business. Technology, Research, Goal based planning…read more They definitely care about our best interest.

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

I've always been an entrepreneur so health insurance has always been a challenge. A friend…read moreconnected us to Ryan and he was the best!! He laid out all our options so we could compare and gave us great advice for what would work best for our family. It was great to speak to someone who does this everyday and we can count on as our business grows.

We couldn't be more pleased with Todd Sulzer as our financial advisor. His expertise in investing…read moreand his advice have guided us into our retirement years. We feel secure knowing he's there for us.

I read a review for this company that made me chuckle. I couldn't have had any better of service…read morewhen i had a life changing situation that required some expert advice. I dealt with Kevin and was put at ease immediately. He helped solve my issue and allowed me time to consider his recommendations. There was no pushiness (if that is a word) at all. I'd recommend Kevin and the two ladies (i don't remember their names) in the office that i worked with for anyone with financial questions. They truly care and showed me with the way they treated me. I'm sure i'm not their biggest client, but I never felt that way either. Great job!!!

Helen has been an absolute blessing to me every time I found myself in a sticky situation. As a…read moreyoung driver, I've run into a lot of "new" things, and also have had a couple fender-benders. She has responded quickly and thoroughly each and every time I have reached out to her. And I was never made to feel like I was dumb, or anything else like I have experienced with other agents in the past. She is extremely on top of it, and very educated and helpful. My entire family also uses her and every year we renew with her because she is such a great rep to have. Once again, I'm finding myself in red tape policies with the DMV, and she has already sorted through the entire problem and will be solved by the end of the week. As SOON as I reached out, she was right there making me a priority. I highly recommend her to anyone looking for an insurance agent who truly cares about her clients and is always willing to help and put her best foot forward, and FIGHT for her clients! I couldn't ask for better.

I was looking for an insurance policy to cover my house whilst under construction. It was…read moresurprisingly difficult to find a policy while the house was uninhabited. We were recommended by a friend to Jaden. She really stepped up and found us a policy that suited our needs. I am very grateful for her knowledge in the insurance business and assistance in attaining the policy that we needed. We highly recommend their services!