My company offerers EFE as a 401K rebalancing and management option through Fidelity. Many large…read morecorporations offer this option with the company. That is how they built their core business for the past decades I believe. As an example for the past 24 months my 401K is up 27%. I'm completely hands off. I haven't even seen my statements for the past few years - until recently - and I was pleasantly surprised. It's interesting to see all the negativity in this review section.

I felt ripped off by these people. They did nothing with my account and just pulled an exorbitant…read moreamount of money out of my retirement account. It was even hard to tell what I was seeing was their fees in my account history; edelman wasn't noted anywhere, it just had the funds that were being sold to pay for their fees, so I had thought it was some kind of fee from the fund until talking to someone at Vanguard who said it was Edelman. Leeches.

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

I went to the bank and received excellent customer service from Saige. She and the rest of the…read morestaff were super friendly and helpful. I had one of the smoothest banking experiences.

this Is the worst TD bank. The argumentative teller and a rude manager. this is the last straw for…read moreme. I am going to close my accounts.

Exceptional Tax Specialist - A Game-Changer for My Businesses!…read more Working with Cha Group, Andy & Duncan + the whole firm has been an absolute game-changer for my family businesses. Their depth of knowledge, professionalism, and dedication have not only helped me navigate complex tax matters with ease but also freed up valuable time and mental space to focus on what truly matters--growing our businesses. What truly sets them apart is their use of cutting-edge tools and resources that simplify the entire tax process. From smart financial insights to real-time planning strategies, they bring clarity and confidence to areas that used to feel overwhelming. I now have a clearer view of my financial picture and peace of mind knowing everything is being handled with expert care. Thanks to their proactive guidance, I've been able to make smarter business decisions, stay compliant, and optimize my finances--all while focusing more on innovation and scaling. The price I'm paying is well worth the care and guidance we are receiving. If you're a business owner looking to not just survive tax season, but truly thrive year-round, I can't recommend Cha Group highly enough. Professional, insightful, and always one step ahead! We are so appreciative for them!

Before meeting Andy, I had worked with a couple of other accountants, but none of them came close…read moreto the experience I've had with him and his team. For the past two years, they've handled both my business and personal finances with exceptional professionalism and expertise. Their knowledge and dedication are truly remarkable. If you're looking for a seamless and satisfying experience, I highly recommend visiting Cha Group. You won't be disappointed!

This Edward Jones office is hands-down the best! I called them for assistance for beneficiary…read moreinheritance, and Tony and Dawn set my account up in less than one day. I was so impressed with how quick, friendly and professional the team was - they thoroughly answered all my queries and answered follow-on emails within minutes (that is the truth - minutes!). They reached out to my advisor in MT to ensure all transactions flowed smoothly. It is not an understatement to say I wish all professional businesses handled affairs with such competence. Many thanks to Tony's office. I recommend them with all five stars.

I wanted to share my outstanding experience with Acorn Financial Services. From our very first…read moremeeting almost two decades ago, it was evident that their expertise and dedication to tailored financial planning and advisory services is unparalleled. It has been a game-changer as they became a trusted partner in our financial journey, holistically understanding our family's financial objectives, concerns, and unique circumstances while crafting our personalized plan empowering us to make informed decisions. The firm's clear and transparent communication and patience were invaluable as they proactively and reactively responded to our situation, questions and concerns. Their expertise, knowledge and strategic guidance (taxes included) have enhanced our financial outlook and long-term aspirations for my wife and I, as well as our children. This allowed us to focus on other aspects of our lives, whether working to advance our career or spending more time with our family. Looking back at the nearly 20 years as a client, the gift of time to spend with our family, friends, career and other personal endeavors was one of the most valuable and unexpected benefits as we began the journey with them. I highly recommend Acorn Financial Services to anyone in search of a trustworthy, knowledgeable, and client-focused financial advisor and planner. I have introduced close to 30 close friends and family members as clients over the years, all with similar positive experiences.

I may have just selected a lazy account manager but he doesnt hold regular status update meetings…read moreand he is late and doesnt stay on task when he is in the meetings so my time is wasted. He cannot explain his investment strategy. I only notice Activity on my account around when I send emails inquiring about the status of my account which triigers his memory that I am a client. There are too many websites needed to manage my money since one is needed to budget, one is needed to see investments, and a third for something else. There is not one for everything. I am paying investments fees quarterly to lose money while my friends made money during the same timeframe so he cant blame the market. Go somewhere else.

I highly recommend Lindsay Veleber as my financial advisor. I have been with her for approximately…read more10 years and will continue. Lindsay and her BOA Barbara are warm and caring and is always available for any questions I may have. I have recommended her to several others who are now working with her. My experience has been nothing less than excellent.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

I regularly visit M&T Lee plaza branch 11721 Lee highway Fairfax va, both customer service agents,…read moreare great one is Mr Jabreel Harrell, and other is Nadia Salvi, as I step inside the bank, they welcome me with a sweet smile, they have best customer service skills, I feel like a vip person as I enter in bank, due to their high professional attitude,, I congratulate bank executives to have such nice front desk agents, both of them deserve 5 . Gani

20 years plus Mt customer. By far the worse branch. Many of their employees and tellers are rude…read moreand i believe it comes from the top. Manager refused to cash a check under my child name, when I explained that it's ok to do and I've done it before at other branches, he rudely replied "don't tell me how to do my job. " He then said he would check with his home office to see if it's possible. He then comes back and replies that mt bank does not allow it. I knew this was a lie. I then contacted mt bank home office to ask this question and they replied that they do allow minors checks to be cashed by the parents, but each bank can decide what checks they cash and don't cash.

Albert is the most easy to understand and well informed financial advisor I've ever had the…read morepleasure of working with. I was never a big believe in investing and once I started working with him he really made everything easy to understand and has made a great investment portfolio for me that has gone way beyond my expectations already! Thank you!

From the owner: Making Sense of Investing…read more Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

IT STARTED OUT GREAT. Bill served as my parents' financial advisor for many years, helping them…read moreplan for retirement and increasing medical needs. My parents trusted him implicitly, and he helped them earn substantial dividends. When my mother's health started failing, my brother and I met with Bill, along with my mom, to assess where she was financially and plan for her increasing needs. Bill showed us she was well provided for and there was no need for concern. He also assured us all appropriate beneficiary designations were in place, and when she did pass, managing and dividing her estate would be simple and quick. It should have been a big warning when my mother started to fail cognitively, and Bill insisted she was fine and she'd agreed to everything he suggested. My mom didn't even remember the call, and she told her caregiver she didn't know who he was. WHEN MY MOM PASSED AWAY, my brother and I tried repeatedly to set up meetings with Bill to discuss division of her assets. She left a very simple will, clearly designating that everything was to be split 50-50. Bill always gave a dissertation about how very busy he was, how he had many new clients he hadn't even scheduled yet, and how he simple didn't have time for us. He insisted he could not even split her IRA without seeing both my and my brother's complete financials. We asked again when we could come in and discuss all this, and if he could just divide the IRA into beneficiary accounts and then decide investment strategies for her remaining assets. He flatly refused to set an appointment. We discovered that beneficiaries had NOT been designated on the majority of her assets. Her financial groups sent Bill numerous letters asking when claims would be filed and when we were moving forward. Bill never even told us about these communications. We only discovered any of this when we started working with another financial advisor. When my brother finally managed to make contact 7 months after our mother's death, he (my brother) asked what had made the IRA split in particular so complicated, why that hadn't been done in a week like Bill promised. Bill outright said that since neither of us were continuing with him as our financial advisor, "why should he help" with the division. This was after promising 2 months before her death that he had an obligation to my mom, whether we continued with him or not, to see this all settled properly. Bill repeatedly spoke to me with a "don't worry your pretty little head" attitude, preferring to speak with my brother, even though I am the executor. He behaved as though he knew best about everything, and neither of our opinions or requests meant anything, or even deserved discussion. We are both so disappointed in Bill. He compromised his obligations to my parents, throwing a temper tantrum that we weren't working with him. It had been both of our intentions to do just that, but when he refused to meet or proceed with the estate settlement, we moved on. (Our current financial planner was shocked by all of this.) He made what should have been a some estate division drag on for over a year. He made it impossible to get required documentation to file both Mom's and estate taxes because her investment representatives would only work through him, despite a complete funds transfer already being accomplished. I was finally able to do this when my own financial advisor gave me the precise verbiage to use, but we had already had to file extensions for both entities. I would not recommend Bill Moore and WC Moore Financial Services to anyone, particularly women. He loudly announces that he is the best in the state and no one has ever left him before. I question everything that comes out of his mouth at this point.