1. Trinity Wealth Management

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    Berwyn, PA

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    Trinity Wealth Management

    5.0 (1 review)
    Closed • 8:30 am - 5:00 pm

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    7 years ago

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    Vanguard Group

    Vanguard Group

    (443 reviews)

    15th May 2026 One month past…read more Tax date (15th April) Not sure why there are so many one star reviews. In my humble experience the Vanguard reps I have interacted with over the phone in the past have been really respectful and helpful. The stock market is a gamble no matter who you invest in. You are taking a chance and there are no guarantees. Read, study, authors and advisers Scott Galloway and Suze Orman are very helpful. At Vanguard you get to choose your companies, be they pharmaceuticals, like Ozempic, GLP stocks, or big tech, think Google, Microsoft, Uber, Tesla, or big box American products like Amazon, Walmart, Coca-Cola, Pepsi, Nabisco, Mobil, Disney, often referred to as Blue Chip. You decide. Vanguard is considered a premier, client-owned investment manager. They're renowned for low-cost, long-term investing, offering a wide array of mutual funds, ETFs, and brokerage services. Popular options include the Vanguard 500 Index Fund and Total Stock Market Index Fund for retirement and/or short term. Again, you decide. Have a great day and Good luck!

    In 2020, I set up my estate plan to go through Vanguard, and they're named in my trust. But…read moreVanguard doesn't simply accept a trust. It has to go through a review process, which I have no problem with. The problem is that I can't get anyone to tell me where it stands. Calls go unreturned, and every time I call I get a different answer from a different person. After years of dealing with a Swiss bank, I find that unacceptable. Their phone system is also terrible. People say Vanguard is a great company, but that hasn't been my experience. If all you're doing is buying and selling ETFs or bonds, it's no big deal. But I can't get a straight answer on whether they'll accept my trust, and that's too important to leave hanging.

    Trinity Wealth Management - financialadvising - Updated October 2026

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