Our journey with Manna Wealth Management started in late 2013, like most couples we had a mixed bag…read moreof pensions, some personal savings, some company 401ks and some cash earning nothing in savings accounts. The team manna wealth management were really good at helping us to sort out our retirement goals and answering the big question, can we afford to retire. They assisted us to consolidate our personal ira accounts into a single place and to maximize the tax efficiency of all our retirement accounts.

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!!

My wife and I have had the great good fortune to have one of ReFrame Wealth's founders, Mitch…read moreFalter, as our advisor. Initially, Mitch helped us structure our retirement planning for -our- retirement goals. He then coached us through the transition from work to retirement. Mitch and his team now manage our retirement funds, as well as serving as fantastic resource on matters surrounding retirement, aging, community engagement and numerous other issues. We were employed the academic and non-profit world, and contributed to the sorts of plans used in those places. I have been surprised by the flexibility that an advisor brings to managing retirement funds post-retirement. This is not an off-the-rack plan. It is bespoke, and we are very happy with it. I'm not sure if anyone uses Yelp to find a financial advisor. But if that's you're situation, take a look at their website.

I'm a pretty financially savvy person, but I don't have the training to dig through technical fine…read moreprint and make the best decisions. I also don't want my life revolving around interest rates and tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny.

Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

So My wife and I moved our IRA and brokerage accounts to Edelman 2011. We also had an issue with…read morea trust account with Wells Fargo for which great advice was offered. We went with them based on positive influence from Ric Edelman's radio show. He gives solid make sense advice. If you are looking to maximize your returns and match or beat the S&P 500 Edelman is not for you. Investing is NOT about maximizing returns it is about managing the risk. All investments have risks. If you go S&P 500 all in you are making a big mistake. Edelman invests in all sectors (banking, energy, manufacturing, natural resources etc), and maintains a balanced portfolio. So normally not all sectors collapse the same in a bear market. A diversified portfolio is the best way to maintain and protect your investment. Some complain such as they Edelman told them I need 2 million. Well that would be based on your spending patterns and how you want to live in retirement. Edelman will not lie to you they will give you a plan to reach your goal. It is up to you to lower your expectations or save more, or you may find you are on target. One thing I really like is that after your Adviser and you determine your needs and goals and give you a plan how your assets will be invested without regard to emotions including that of your adviser. Don't fool yourself into thinking that that does not matter. If your adviser is having a bad time in their personal life that can affect their outlook and the way they invest for you. That cannot happen at Edelman. Let them explain how. Believe me. Fees are reasonable and you may find lower fees elsewhere but know this. They make nothing by buying and selling your assets, Their fee is solely based on the value of your portfolio. No kickbacks from investments and no commissions. One review said something bad about a Trust with Edelman. They do not act as Trustees for trusts. For us with our Trust Issue with the terrible Wells Fargo they recommended an independent trust company. The Independent Trust company does the trust work such as taxes and distributions. Edelman does the investing. Worked out Excellent for us. Both charge fees so I could do it elsewhere with one overall lower fee but it works great and adding that Trust to our regular portfolio lowers the fees overall because of the increased value of the totality of the investments.

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.

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.

We have been going to Englert Tax office for over eight years and they are fantastic. We work with…read moreKevin and he is articulate and very attentive to our specific needs. I would highly recommend their services.

I have had George do my family's taxes for the last 3 years and can actually say I almost enjoy…read morewhen tax time rolls around again. He ---and everyone in the office---his wife is often there and his son has joined the practice as well as another partner, Terry, is very professional yet personable at the same time. George takes the time to really get to know your particular situation and it's clear he remembers you from year to year.He has clearly---and quite patiently answered all my questions each year and made sure we understood the ramifications of the financial choices we make. The first year we met with George, he also did some advising on our financial situation and really was able to pinpoint what we want and need to do for our financial security in the coming years. Of course, that was before the current economic downturn, but he has been very helpful in keeping us on track in spite of the less desirable economy. I highly recommend George Englert and his friendly offices to anyone in need of financial advising or tax help. You'll be glad you did. His fees are quite reasonable.

It has been so helpful to work with Kevin these past couple of months! When my husband and…read more I were initially searching for some support with our finances, we were looking for someone who could meet us at our level and explain financial topics in ways we could understand ( HSAs, Roth IRAs, Traditional IRAs, HYSAs, etc.) We were looking for someone who help us understand our current financial picture and whether we were saving enough to be able to retire at our desired age, be able to enjoy our current hobbies of traveling, and pay for medical expenses we will have. As a woman who got married later and came to my marriage with assets, I wanted to make sure I was making smart financial decisions with regards to my investments, savings, and spending habits as I know I will take home less money than my husband. We found that in Kevin and are so grateful for his knowledge and guidance. Kevin has helped me understand my financial portfolio and adjust my investment choices to match my financial goals. He has a unique approach to providing guidance with regards to finances which involves front loading the work together with weekly meetings the first month followed by check-ins and continued financial information through articles on various financial topics. We highly recommend working with Kevin if you are looking for solid guidance around your finances.

Kevin is a great financial advisor. He is approachable, professional, and a pleasure to work with…read more Kevin's online appointment system makes setting meeting times easy, and he is always prompt and responsive. He is a good listener, considers your financial needs and concerns, and always provides thoughtful feedback. I can't recommend him highly enough.

In this world, nothing can be said to be sure, except death and taxes…read more It would help if you got your taxes done correctly by XNE Financial Advising. This was my first year, and it will not be my last.

After receiving horrible customer service from my current tax preparer, I decided it was time to…read morefind a new preparer. I found XNE and sent them a message and soon after I had a meeting to explain my tax needs. The process was so simple and the rates were reasonable. Then Mr. Epps went above and beyond to produce our return in record time when my partner and I waited until the last minute to provide the necessary information. He did an excellent job and got it filed before the deadline. I have found my permanent tax preparer and would recommend him to anyone.

This review is for the banking portion of Schwab generally and not for this branch, though this…read morewill be my "local" if I ever need to do anything in a brick and mortar CS outpost while I'm at home. I just opened my Schwab accounts so this review might be a bit premature, but after my customer service experiences with Schwab so far I felt compelled to write a review. Their customer service is awesome. I've used the live chat and the phone. I've had almost no wait with either service (1 to 2 minutes for chat, none for phone) and always spoke to a live person, not a machine. All the CS reps I've spoken to have been uncommonly friendly and warm. My needs and questions were taken care of immediately and I've been more than satisfied with the outcomes of these interactions. Besides the customer service, the reimbursement of ATM fees, the ability to use any ATM without being charged by my bank (especially overseas), and no foreign transaction fees are huge for me since I do a lot of traveling. It's also very cool that it's an interest-yielding checking account, meaning your balance is earning interest instead of just sitting there twiddling its thumbs. (The "High Yield" might be a misnomer, though.) And no minimum balance or monthly service fees are right up my alley. All in all I'm extremely satisfied with my Schwab experiences. I'll update this review if that changes.

Awful experience trying to open an account at Tysons Schwab office!!!! Customer service is my top…read moreconsideration when deciding where to transfer my funds. I've give Schwab multiple chances over the years, phone customer service is useless, so I decided to walk into the actual brick and mortar and out of 21 business cards of displayed cards of their in-house professionals not a single one was available to have a conversation with me to discuss my options and to help me!!! The receptionist offered for me to stand at the counter and open an account online, but a further discussion had to be by appointment only. No walk ins are accepted here at all. The two guys at reception had very low attention span and kept asking the same questions over and over without listening to my answers. How on earth does Schwab stay in business??