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    Rm Smythe

    5.0 (1 review)

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    2 years ago

    Excellent place for old stock research and stock and bond certificates. Highly recommend!

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    Amtrust North America - Same shi*

    Amtrust North America

    (44 reviews)

    Financial District

    On 12/1/2025 I was punched in the eye by a patient at work. The experience was traumatic and has…read morecaused some anxiety. I sustained an orbital floor blowout fracture of my left eye. Bone, muscle, and other eye contents have been affected. I was told that surgery is sometimes needed for this injury. I was referred to an oculoplastic surgeon and an oral maxillofacial surgeon. I was supposed to see both between 12/18/25-1/1/2026. I have never been seen by an oral maxillofacial surgeon. The oculoplastic surgeon visit was not until 3/18/26. I still do not know whether or not surgery is needed. The oculoplastic surgeon was very dismissive, the two exams lasted maybe five minutes each, the doctor left the exam room door open during the entire second visit, he completely ignored my symptoms, blamed my current symptoms on my LASIK surgery from 3/2024, ignored my complaints of pain and discomfort, didn't offer any treatment plan, and cleared me to go back to work as a registered nurse where I use my eyes for long hours. He did not address how my eye might be healing or what to expect in the future. From what I have read, loss of vision is a possibility. I'm full of fear and anxiety, stress, I feel like I am not important and neither is my eye. The doctor's documentation is inaccurate and his treatment borders medical malpractice. I have made my adjuster aware of all of these things. When I expressed these issues with AmTrust and requested to be seen by another oculoplastic surgeon and to be seen by an oral maxillofacial surgeon, I was told no. I waited months to find out what is going on with my eye, cheek, nose, and inner ear. I still have no answers. I still don't know what to expect in the future. I'm sure scar tissue has formed, and if surgery is needed it is going to be more complex than it would have been months ago. But AmTrust is ignoring how I am feeling. They are ignoring my concerns. And, honestly, they are ignoring the potential for more complications in the future that could be more costly and that could have legal implications for the improper care that was provided, for ignoring medical recommendations and getting the proper care that I need, and for the medical records that contain improper billing codes and inaccurate notes, all of which they were made aware of.

    I was billed via NEXT insurance which has a partnership with AmTrust. Two months later they're…read morestill "auditing". Had to get Gusto and the State Insurance Commissioner because of their ineptitude. DO NOT USE NEXT OR AMTRUST!!

    Stash Wealth - Stash Wealth Offices

    Stash Wealth

    (33 reviews)

    Financial District

    I would not get caught up in the acronyms and marketing hype with these guys. All talk about being…read morerebels of wall street and really little in the proof. For all the effort and check ins the results were less than what the bigger and established financial companies were able to do. Let's face it, all of these guys have their issues but personally I would look elsewhere. Better the devils we know really applies in the case of this start up.

    Update 2/16: I want to share that the owner of Stash Wealth reached out to me and shared her…read moreappreciation for my feedback. She also addressed some key concerns I had and expressed how feedback helps them evolve and stay competitive. After this, I do feel more confident in recommending this service to friends knowing how seriously they take their feedback and I'm excited to consider revisiting this service at a later date. ------------ I purchased the individual stash plan. Here are some of my notes that may help you make a decision if Stash Wealth is right for you. Summary: I think SW could be a good starting place for some people. If you aren't sure what accounts to setup, how much you can afford a month on expenses, or how to save for retirement or a home then this could be helpful. Things I liked: -Small team / personalized experience -Professional and nice staff -They have "experts" in various areas of the financial world which is nice if you like having one place to go to for your money questions. -A fiduciary - meaning they aren't suppose to sell you investments that aren't in your best interest -They seemed happy to let me email follow up questions after I went through the stash plan process - pretty quick responses -The online experience / website / portal was great. They used Zoom for the meetings. -good to have gotten another perspective on my financial plan. I now know I was checking the right boxes. Things I didn't like: - Having a small team means time is money meaning you may not get virtual time you need to get your "financial shit together". Leaving holes in your final plan or areas you wish they had looked at. -I noticed the advisor wasn't aware of some of the features in some of the products he was recommending. Wasn't aware of new savings features, along with the Ally Investment Platform (he thought they only let you buy stocks), wasn't aware of Wealthfront's minimum balance. If you're a money nerd you should keep up with this stuff so you know the latest and greatest to help your customers. -The overall Stash Plan was pretty basic in my opinion. They basically look at your income, budget, and do a little basic math to tell you where to flow your money to reach your goals. I expected more. Give me multiple approaches to killing my financial outlook i.e. show me various conservative and aggressive options to reach my goals faster (increase your 401k matching by x percent after paying off x debt, or sell vested stock on x date to do x thing which could give you x returns by x date allowing you to retire x number of years earlier). I felt a little bit like a number to them - after they get your basic money flow they try to upsell you on ongoing money management. -They ask you to upload your bank, credit card statements, employer benefits, paystub, etc... however they never gave me any insights into my spending or to my knowledge, used my statements in my stash plan. -I only met twice with the advisor - around an hour each time and it felt a lil rushed towards the end. -After my first meeting, I sent some updated debt numbers to my advisor, but he forgot to update our plan by the 2nd meeting. This fudged my final plan. This was a little off putting. -The advisor really didn't go into strategies on how to pay off debt faster, other than consider consolidating it. For example, one of my debts is a balance transfer and has 0%$ APR for 12 months. I feel like the advisor should have offered some insights on how i should prioritize that debt above other areas. There was no mentions or discussions around this. -Personally I did not like the style of the plan. At first I liked it, but later I found it difficult to find information, interpret it, etc.. the format, the way it was written and flow of it got on my nerves later. At the end they put a cliff notes slide - however in my mind, a good plan shouldn't need cliff notes. The plan should BE the cliff notes. -I have unvested stocks at the company I work for - I expected to see more forecasting around how and when to use the unvested company stocks. -I initially didn't provided accurate budgeting numbers - (on me) I would have given them brownie points if they had allowed me to redo my plan with the correct numbers instead they just told me some things to tweak over email or if they had caught this via the monthly statements - i.e. Cam based on the statement it looks like you spent $800 on food and not $200 a month like you said in our first meeting. Overall, they just take what you give them, create a money flow plan and get you on your merry way and try to get you in their Stash mgmt service. They aren't looking at your situation comprehensively - IMO. I don't trust the numbers or the plan provided so i'm no better then I was before dishing out $1300 bucks. Ultimately, I've learned that no one is going to care as much about your money and your life as you do.

    Rm Smythe - financialservices - Updated May 2026

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