As I'm about to do some International travel within the next few years, I found a great brokerage…read morefirm, notice I didn't say bank, but it's a bank, and it's not! Confusing huh?? I'll break it all down for you in this review. Description: Charles Schwab is an online bank. They have no ATM's which is why when you use their debit cards, they don't charge you. Which means any ATM that does charge you a fee, Schwab will return your fees at the end of the month. That's what I love! Rather you're in the US, or Southeast Asia, your international fees will also be reimbursed at the end of the month. Where to use: You can use the debit cards anywhere around the world without any international fees. Just make sure to call them before you travel or move abroad. If you plan on moving abroad like I do, call them so they will then set up an international account for you because they are also international in some countries. Doesn't matter where you move, you're covered! Pros: 1) No international nor local transaction fees. That's already a winner in my book. 2) You're given a brokerage account on the side where you can use it to buy stocks or bonds or just use it as a savings account. However if you decide to start investing, call them and they can do it for you if you don't know what you're doing, with a fee of course. 3) Return all transaction fees you were charged at the end of the month. 4) After you open your account online with at least a $1, they send you your debit card. After you deposit $100 or more, they will send you your check book. Cons: 1) No ATM machines 2) You have to make all of your deposits online, you can also fund your account with Apple Pay. 3) If you go to a branch, you can't deposit any money there as it has to be done online. Final thoughts: It's nice to find a bank or brokerage, whichever you want to call it with no transaction fees no matter where you go. You can also set up direct deposit for your account. There is no bank that I know of that will return your transaction fees let alone not charge you for using a different ATM. As I've stated earlier, the only reason they don't charge you is because they don't have ATM's in the first place. This place is a clear winner in my book! If you plan on traveling abroad, I highly suggest starting an account with them. They will save you so much money in the long run.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Not helpful-did not want to take my business and did not offer any help when speaking with me in my…read moreexploratory call.

When you own a small business, it's so important to have a CPA you can depend on. Noreen has been…read moretaking care of our personal and business taxes for the past couple years; she's easy to work with, knowledgeable, and worth every penny. I appreciate her and her team. Happy to keep working with her as long as she's in business!

Worked with John after meeting him through a Dave Ramsey event. Absolutely top-notch. As a 40…read moreyear-old, the thought of retirement is all too real. John helped us start to build a realistic plan.

From the owner: We are a family-owned financial planning practice, specializing in Social Security and Retirement…read moreIncome Planning.

Very very friendly and professional! I am so glad I found this place. Not only was I able to amend…read moremy taxes. She also gave me really good financial advice. Definitely 10/10 for me. God bless you!

Kamilah was quick to respond, through in her communication, plesant to talk to, and she was not…read moreonly on time, but early for our meeting time. She is all around professional and I plan to utilize her services for any future needs.

From the owner: Mobile Notary Public and professional services. We're open 24/7. We offer fingerprinting, we are…read moreOrdained to officiate marriages, we provide printing services, Attorney assisted loan signings, Licensed financial professional services such as retirement plans, growth funds, debt management and more! Visit our website for more details and pricing. Contact us today for all your Notary, financial planning, and professional needs!

Mark has been our(my husband and I) financial advisor for 6 years now. He is always professional…read moreand kind. We value his advice greatly. Mark has been able to help us navigate numerous financial situations and looks out for OUR interest. We can't recommend him enough, and I do every chance I get. We have sent our friends and family to see him and they too think very highly of him. He has the great of a teacher, which can't be bought.

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.

I think Robert probably knows his business, but don't expect to be able to get in touch with him…read more Sending emails or leaving voice message does not warrant a response in a timely manner. There were issues that needed follow up after our last in office meeting and information that he requested that I get, but after several weeks he still has not responded to my emails or voice messages. I am really fed up with the inability to reach my financial advisor. So, what good is having a financial advisor that you cannot reach when you need to?

Before becoming a client of Fordham Financial, I was a client of a large Financial Advisor Firm…read more If I needed tax help, I'd call associate A. If I needed investment advice, I'd be directed to associate B. I was connected with associate C for Insurance consultation, and so on. When I first met Rob Fordham, he took a deep dive into his proven, multi-faceted strategies designed to build and secure wealth. I'm pleased to say that I walked away from that introductory meeting convinced that Rob is a leading Subject Matter Expert in all areas of personal finance - all under one roof. He stays up-to-date with any changes in tax, investment, insurance, and estate planning laws at the local, state, and federal levels.