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    Wells Fargo Advisors

    5.0 (3 reviews)

    Services - Wells Fargo Advisors

    Investment management

    Personal banking

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    11 years ago

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    11 years ago

    Very pleased with service and care they have shown to me and sensitive financial needs. I trust they have my best interest in mind.

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    10 years ago

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    Charles Schwab

    Charles Schwab

    (1 review)

    We have been with this Schwab location for eight years. We've been in the office many times, the…read morestaff knows us. We recently changed banks and needed our account and routing number updated by Schwab. We emailed them our request. The office manager, who knows us, replied by saying that ANYONE could be emailing her the routing and account number and to make that change we would need a letter from the bank. I would understand this if she didn't know us or had never received email from us before, but she DOES know us. This red tape seems excessive considering that we have been in the branch numerous times. Very disappointed with the level of customer service.

    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

    Andrea Lutz - RE/MAX Acclaimed Properties

    Andrea Lutz - RE/MAX Acclaimed Properties

    (3 reviews)

    Where do I start? When we first met with Andrea we we're coming from a bad experience with another…read morerealtor, so we were skeptical. It didn't take long for her to set our mind at ease. We were first time home buyers, knowing very little about the whole process, we only knew what we wanted. Andrea got right on finding us houses to look at that actually met our wants and needs.. she didn't just spam us every listing. But what really made the difference was she took the time, and it took A LOT, to answer every question, sometimes she answered the question several times for us but she never got frustrated or hurried us in anyway. She always gave us her honest opinion, which we valued. When it came time to negotiate, she was able to get us everything we needed to make the deal happen. Going into the process oh, we had no idea how emotional and drawn out it would be, but she truly held our hand through the whole thing and calmed our nerves. When we would hit bumbs my husband would become discouraged and want to give up, afraid there was no way to make our dreams a reality and without Andrea they wouldn't have been, she was there with information and assistance... if she didn't have the answer she would find someone that did! She was truly amazing!

    We worked with Andrea Lutz at ReMax Acclaimed to find and purchase a home in the greater…read moreBloomington area in late-spring and early-summer of 2017. Andrea is the realtor consummate in that she showed us homes that exactly fit our criteria and those that stretched our geographic and budget boundaries. We thought that we had set our initial budget at a point where we could find the right home, but the present housing market in Bloomington and surrounding areas didn't yield any acceptable homes in that area. When we upped our budget by a mere 15%, many nicer homes came within the acceptable criteria. Andrea was a patient individual while working with us and our likes/dislikes in homes. During our search, we were staying in a northern Indianapolis community and had to travel whenever she found homes to show us. She was considerate to schedule home viewings so as to accommodate our commute. She is full of energy and worked hard to find us the right place. While viewing homes, she also introduced us to the Bloomington community and guided us through a new town for us. We looked at 30 homes before we found the one which we eventually purchased. Inasmuch as we used Andrea as a buyer's agent, she always focused on what we wanted as well as cautioned us on the limits of the homes she showed us. She is a delight to work with and we would recommend her to anyone seeking a home in Monroe and surrounding counties. Should the occasion arise we would not hesitate to use Andrea again.

    Chase Bank - Chase Customer Service can help with your account and servicing needs. chase.com/digital/resources/customer-service

    Chase Bank

    (9 reviews)

    This is not a critique of the branch but of online banking. I have had my mortgage with Chase for…read moreyears. I recently moved to Bloomington and tried to open a checking account online. BECAUSE I already have a mortgage with them, I cannot open a checking account. Hours on the phone with customer service and the result is "only by visiting a branch can you get cleared to open an account" For a senior citizen, living in assisted living without a car, visiting the branch is, to say the least, challenging. Chase touts their accessibility, but that is all talk and no action. I was told years ago, in business to "under promise and over deliver" Chase online banking does just the opposite. They overpromise and under-deliver.

    Chase Bank partners with crooks. Businesses that have F-minus ratings with the better business…read morebureau and do not allow for ratings (because the reviews would be dismal). I have learned about this the hard way. Was cheated by a business operating out of who knows where -- they said Florida but the defective item was sent from So. Carolina -- I challenged the charge because the company sent me a piece of junk-yard auto part that was both the wrong part for the make/model and model requested AND was not remanufactured as contracted. Chase Bank, rather than losing a sketchy business client, told me to go pack sand. Ha! Ha! I had to fax all the details and copies of correspondence. (Who uses fax anymore? what is this, the stone age?) To collect all these documents was like filing federal taxes. so 3 hours of waster time and massive frustration. Thanks Chase! Thankfully, where are many credit card companies eager for my business. AVOID CHASE. They are and enable crooks. tfs

    Wells Fargo Advisors - investing - Updated May 2026

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