I have had funds invested all my life with various Money Managers and large investment firms. Mark…read moreis the absolute best investment manager I have ever worked with bar none. Communicative and responsive, he works with you on the entirety of your life goals not simply the money he has under his management. Highly recommend.

I am thrilled with the service I received at HandB! After a very disappointing experience with a…read moredifferent CPA last year, I was looking for someone else who I felt I could trust to do a good job and not rip me off. Belynda was amazing, fast, responsive and reasonably priced! I would highly recommend them for anyone looking for help with their taxes!

From the owner: Since 1993 This…read morecompany offers services like Income Tax Preparation and Accounting Services, Business, Personal, Payroll, Services and Notary Public.

Schwab purchased the financial company I originally worked signed with last year. Zero…read morecommunications with an advisor. Mediocre performance compared to federal TSP. Fees higher than other advisors.

I've gone the route through traditional stock brokers and then a financial adviser. Unnecessary…read moretrades, erratic moves, and fees that seemed to compromise my investments - I didn't feel like this was the way to maximize my long-term return. Then I tried the Ann Arbor Schwab office. Even though I don't give them much trade action, they treat me like a special customer and give me good advice without any pressure. Convenient parking and quick processing complete the picture. I'm finally happy with my investment picture.

Strongly recommended. Bryan Regner is an amazing adviser, very knowledgeable, caring and a down to…read moreearth guy. The man is a prodigy! (don't tell him). Brooke and the office staff are amazing. Great place to do business!

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.

My husband and I are very happy with bloom advisers. They are super easy to get a hold of and work…read morewith your schedule. We have been working with them now for about five years. It's also a dun to attend some of the special events that they host for clients. Margaret and Sergio have been extremely helpful.

Always very friendly and knowledgeable. I recently opened an account there. My husband was in the…read morecar and unable to walk. The agent allowed me to take the paper work that needed his signature to the car with his drivers license. The transaction was very easy and simple transferring money from one credit to their credit union.

The place is sparkling clean, with gleaming floors. Beverages and candy in a nice lobby area are…read moreoffered to those who have to wait. I came in after 11:00 am on a Friday and had no wait. There was only one gentleman working at the front desk. I came in to renew a debit card which was completed with some amount of steps and question asking. I also came in to apply for a Fidelity credit card. That's where it all kind of went downhill. I won't name names because it's not that important, but the gentleman working at the front desk basically wasn't trained in explaining the credit card at all. He only hesitantly answered my questions based off of his personal experience with the card. Apparently, Fidelity credit cards are done through a third party, even though it has Fidelity branding on it. So I guess none of their employees are trained in how to explain this particular credit card. It's not the end of the world, but in a competing world where I am offered/sold/begged to sign up for credit cards by mail and in banks and retail stores every day, I expected better from Fidelity. I already had my heart sold on the card based off of what I needed the card to do for me and my lifestyle, but I had some gray area questions that needed to be answered by a person who was knowledgeable about the card, not from reading off a website. I expected Fidelity, with its investment advisers and credibility as a banking institution, would be able to explain and answer some relatively simple personal questions about their own credit card. This was important to me, because the other unfortunate thing about this bank was that they have limited business hours. So actually, I had to call off work and come in to ask said questions that were not confidently answered. Fidelity's lack of business hours on the weekend really forced me to do it over the week when I should have been working. So, you can imagine my disappointment when the person at the front desk couldn't really answer my questions, then told me to apply for the credit card online, and not here at the bank. He said I could get a cash bonus offer if I applied online and not through their actual bank. Again, what a disappointment, because I could have just done that myself and not wasted time going into their building in the first place. This by far pales in comparison to when I go to Chase or other banking institutions where I can do EVERYTHING while talking to a human being who can explain and answer every financial query I have, and give recommendations personalized based off of my financial lifestyle. I also appreciate not just having things explained to me, but being able to do it all with one person so that I don't have to go home and do it. Like I mentioned before, this didn't change my decision with Fidelity's credit card because I already did my research before walking into the building itself. But I really feel like I wasted my day. And the service I received was disappointing for something so basic. I mean, the sales people at Kohls are better at explaining their credit cards than Fidelity is! With that being said, i'm not sure if my guy at my counter was getting flustered because a bunch of people came in after me around noon and were waiting. In fact, he never smiled or showed any emotion at all. He answered things to the best of his ability professionally, but I'd recommend Fidelity to better think through their training better. I was dropped like a hot potato when he told me just to go online. I've received way better and helpful service through my other banking institutions. Have we lost the art of human interaction? i=I'm not sure. Seems like this Fidelity branch has.

I am not a financial genius. Not even close. I majored in Psych. I know close to nada about…read moreinvesting strategies. I started out with investing and building my portfolio on the advice of my dad as a young 20-something. I like that I have always been treated as a rational grown up here. They did not talk down to me then when I was younger or now because I am a woman, etc. They did however talk to me simply, explaning everything to me, helping me balance long term investments with other options for shorter goals. Guiding me through the mine field that managing your money can be. All I can say is I have swum in the seas of a brutal economy and feel I emerged better than most. Properly diversified and kept up to date with what actions to take when. They are solid and reliable. I am not a high risk individual and they do not push. They seem to know their investors and are willing to give you every bit of the attention you need, even if you are small potatoes. And yep I am pretty small potatoes.

Very friendly and accommodating staff! Helped me out at the last minute on a weekday. Warm and…read morewelcoming!

Our agent is excellent. He explains things to a lay person well, without making them feel stupid…read more He is honest and trustworthy. Even if he does not agree with our financial decisions, he tries to help us and support us nonetheless. He is very patient with us and allows us to meet with him whenever it is convenient for us. He is not pushy, not does he try to sell us anything.

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.