Simple process, quick approval and processing times, excellent funding source as well.read more

Whoever is running this business should be ashamed of themselves. My mother passed a number of…read moreyears ago. Her very simple estate was all "transfer on death" (so, not in probate) except for one account. These vultures used free court records to find her name and the names of all family members listed as alternate executors, and have been sending all of us scam letters since her death, claiming that my mother's estate is "currently tied up in probate court" and that we are all heirs (if we just pay Advance Probate via "flexible funding options.") Absolute crap. The estate was settled years ago. None of these family members (except me and my sibling) were heirs. I had to explain this to my elderly aunt and a cousin, who received these scam letters. Absolutely mortifying. Also, the letters say that "Advance Probate" is a "BBB A+ Rated Accredited Business." The Better Business Bureau says it is not. And you might notice, there's no address listed on the letters. Just a phone #. Stay away. Don't get scammed.

I use to go to HR block but they wanted 350 for a return. I figured if I spend that much I should…read morego to a cpa. So I looked for one that could help and I was referred to Lavin & Associates. Not only did I receive a larger refund they went back and looked at the prior 2 years. They found me an additional $1300 from errors previously made. Now they are the only company I trust. A CPA is worth the investment. Thank you Lavin and Associates.

Helped me get the best return possible. Thoroughly explained the entire process during the…read moreconsultation then gave me a few ideas about investments. This will be my third return with them and I can't picture anyone else handling my future.

I was tired of working with big banks where i need to online to book an appoitment. Like a very…read morebusy doctor sometimes my appoinmets are weeks in advance. I started working with Prato capital and all i can see is immediate respose and good knowledge and advise. This service gives me a better appreciation and sence of credibility. As for banks i realize smaller and better works best for me. Great bank. Great people and great returns on investment portfolio !

From the owner: Prato Capital is an Independent, Fee-only Registered Invesment Advisor(RIA)…read moreWe specialize in detailed financial planning, investment management and retirement planning solutions for individuals, families and small to mid-size businesses

The level of service and misinformation is horrible. I called on October 21 to ask for a withdrawal…read morefor my insurance policies which I have six. The lady told me that I could withdraw $2371 and I said fine. It will be in seven days. I waited at least 10 days. I didn't hear anything Because you're supposed to be direct deposit to my account when I call back after the 10 days they stated that I had to wait another seven days here it is November 11. I haven't received any funds. I've been told different information by at least five different representatives when I ask to speak to a representative I was not allowed Then I receive letter saying that the amount that I requested was not available the amount that I asked was was the amount that the representative told me I was eligible for.

If I could give them a 0 I would they are horrible. Not only did the rate of return on my 401k was…read moredisgustingly low compared to my funds at another institution they are making it extremely difficult for me to get my money out. Stay away if you care about your money because they surely do not care about you.

I never again in my life have anything to do with Merryl Lynch. Ever. I have been trying to get a…read moretransfer out of an account there for over a month and continually told it's on its way and will arrive any day. Over a month. Still waiting. Will NEVER have anything to do with merryl lynch EVER.

I had my first consultation and it was an amazing experience. She is very knowledgeable,…read moreunderstanding, and willing to walk you through the process. I definitely recommend to whoever is reading this to schedule your consultation.

From the owner: We are an outsourced bookkeeping and accounting service, located in White Plains, NY…read more We service local business, e-commerce businesses and non for profit churches with monthly financial accounting. Ideal for startups and small business owners, our services help you transition from chaos to confidently scaling your business, and establishing consistency with your accounting.

Moving to 880 Central Park Ave in Scarsdale didn't help this branch's truly lousy customer service…read moreor curb the hostile attitude of their nasty receptionist. Our family has multiple accounts with Schwab (for over 30 years) and we do almost everything online. After experiencing problems uploading documents on the Schwab portal, I decided to go to the branch in person to open a new, time-sensitive account. Although there was no other customer in the place, the hostile, unhelpful receptionist told me that no one there could help me and that I should go online. Great customer service! Within seconds, I located the nearest Fidelity branch on my phone - less than 1/4 mile away. Fidelity was more than happy to open the account on the spot and take my money. Hey Charles Schwab - you just lost a 30+ year customer with numerous accounts - we will be moving all of our accounts to Fidelity.

Worst customer service ever. Called general info number in advance to ask a few questions before I…read morewas going to go to branch office. Asked if appt needed, told no. Confirmed they could handle walk-ins. Next day I visit branch and the very inhospitable receptionist was snotty, hit me with microaggressions and plainly said I could NOT talk with anybody. Two reasons: contrary to previous customer rep on phone, she said I needed an appointment. Then, after spending much time on locating my account (I didn't have acct no) I was informed they only dealt in person with accounts of $1 million or more (I was a Ameritrade customer but became Schwab customer upon latter buying former). I guess it never occurred to the Schwab higher ups that many investors spread their wealth and try not to park huge amounts in one location. I next went to a Fidelity branch office where they had no problem serving walk-ins, was not snobby and not discriminatory. Also no minimum account requirements. I will be transferring my holdings to Fidelity.