The true test of an adviser is not how he behaves when markets are calm, but how he behaves when…read morehis client needs him. My advisory relationship with Wealth in Yourself ended on 1 June. On 4 June, the transfer of my retirement assets went wrong. My Roth IRA and rollover IRA were transferred into a taxable margin account. Because of the nature of the transfer, I understood that I had a limited period in which to correct the error before potentially severe tax consequences could arise. In order to initiate the recall process, I first had to verify my identity. The only method available to me was a call to a toll-free number. I was in the United Kingdom, where I normally reside, and was unable to use the firm's suggested workaround because it would not connect to toll-free numbers from that jurisdiction. Altruist suggested that my former adviser, Josh St. Laurent, arrange a brief three-way call so that the recall process could begin. He declined to do so. Instead, time was spent seeking alternative guidance that ultimately depended upon the same identity-verification procedure that I could not access. Twenty days of a sixty-day correction period elapsed before I was able to verify my identity myself. Ironically, I was able to do so only because I found an old international calling card in a handbag that I had brought with me from the United States years earlier. The assets were ultimately mostly restored. My concern is therefore not the existence of an error but the response to it. Prospective clients should satisfy themselves not only that their adviser has a sound investment philosophy, but also that they understand how that adviser responds when something goes wrong, how he interprets his obligations during a transition, and whether he is willing to exercise flexibility and judgement when a client's financial security depends upon it.

It is so nice to have a financial advisor that I can trust. I love how Josh provides different…read moreoptions for us and does not pressure us into a single direction with our investments his fee structure saves us money as well. I highly recommend Josh.

MS holds my company 401k. I executed a trade and waited 5 days for them to tell me the wire account…read morenumber had a problem. It was fixed and then they said it would be another 2-3 days before a I would get the wire. This is BS. they are holding the money along with a lot of other people to get interest on the float.

These people are an absolute nightmare when it comes to customer service. They sent me back and…read moreworth between the branch office and an overseas 800 number for a routine but important matter which banks, credit unions and Schwab handled quickly and competently. I wrote the branch manager and he assumed I didn't live in Reno-why was I writing him? when MS had been sending statements to our home a mile from his offices for years. I had even been to the office several times. Our family has significant assets both at E-trade and another MS branch but we're looking to move our money.

Worst Accountant I have dealt with in my life, absolutely no eye for detail, I have been dealing…read morewith the same tax issue for four years! Thought I had it resolved and it just came back up again that I owe 12K for NYS. They will be hearing more from me rest assured. The only reason I was able to resolve this tax year at the Federal level is because I handled it - it was dropped on their end even after they were paid. What's worse, They retracted all gmails they sent to me that evening after they realized how inept they were. I have a felling a subpoena might be brining them out bc I can guarantee I will not be paying another dime as a result of your poor accounting services. 12K- being accrued every day is not good. I would be aware for anyone out there looking to work with this team in the future.

We have been with Wulstein for 3 years and previously had excellent service. This year everything…read morewas off: courtesy especially. Questions were treated unprofessionally. The organization of paperwork was a mess. We got an additional bill from IRS for underpaid taxes. We also had our Mom's Estate taxes done and received a refund for overpayment from the State. Our taxes were done in March and should not have been last minute.

We recommend Kendra Wilson as a Financial Adviser. My Father-in-Law met Kendra during her process…read moreof going door-to-door in order to decide if there was a need for her services in the south end. Since that meeting Kendra has opened this office and we now have an investment account with her. She is an absolute delight, accommodating and driven. We recommend you go see for yourself.

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.

Michael has been amazing to work with! He responds quickly…read moreand goes over all of the accounting questions throughly. I am looking forward to bringing my tax Business to him.

Very friendly and helpful atmosphere.. Very responsive and easy to talk to and always answered…read morephone during business hours for questions and help. Highly recommend them!

James was so easy to talk to. No pressure and very informed!! Very professional, and a self…read moreadmitted numbers geek! The kind of man I will trust with my finances. The office is easy to find and nicely decorated. Front desk girl very welcoming. I recommend interviewing this Edward Jones office with your financial needs.