Financial planning services marginal at best. People skills for various types of clients, poor,…read moreneeds to be improved. Knowledge of available financial products seemed to be ok.

I have known Doug Hughes for a decade, and referred many colleagues to him. He's assisted me with…read moreretirement planning and investments. He's responsive, smart and caring, and he really listens. He LOVES investment advising, and it shows in his enthusiasm to help chart a positive course.

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

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.

Fabulous service for the second time from our banker Chase Washington. He helped us open a savings…read moreand CD in the past. Today he helped us with a wire transfer and open a checking and two savings accounts for our kids. He helped us order checks and get our new debit cards. Overall, compared to other banks I've had accounts with, I thought the service was extremely quick and professional. So far no issues at all!

I see how they have such a low rating. People in the branches are nice, but corporate is below…read moreaverage or worse. They snoop on your transactions, and if they suspect anything that's to THEIR liking, they cancel you. Beware of the snoops looking at your transactions-questioning where you send your money and your reason why. Not a successful business model. Then, again, this is Bloomington.

If you are looking for someone that has your best interest in mind then Steven is the guy for you!…read more Steven can assist you with retirement, college savings, all things financial. He makes sure you are comfortable with your decisions/accounts and is available for questions. The office is comfortable and clean, love the decor and colors-very stylish. His assistant is the bomb! Ana makes sure your annual visits are scheduled on time, info is up to date and runs the office like a well oiled machine. Look no further for your certified financial advisor!

Yaz Rabadi has done wonders for my financial planning. I would highly recommend him if you need…read morehelp with investments, retirement, planning for kids' college, etc.

Zak is amazing, very helpful and truly understands people. Highly recommend him!read more

Oh how we love, Zak. Let us count the ways:…read more 1. He listened to us, respected our edge and worked tirelessly to show us homes - once in a sprint house hunting weekend, then from long distance, and once we moved to Bloomington and continued our search. 2. He never pushed his opinions on us. Always gave us space to tour and discuss the homes on our own; only providing his insight when we asked or when he saw any glaring red flags. 3. He's super knowledgable about each neighborhood in Bloomington, which really helped make our search even more efficient. He's down to earth. We never felt like we were being sold to. It was like a friend was showing us each listing. 4. He smart. Before we made an offer on our home, he pulled stats on comparable properties in the area and crunched the numbers. He had our best interest at heart and wanted to make sure we went in with a wise offer. 5. He was super responsive. We are first time home buyers and he took the time to answer all of our questions quickly and efficiently. He must hear the same ones over and over again, but he never hesitated to give us detailed explanations. TLDR: If you're about to list your home, or embark on a house hunt in Bloomington. Zak is your guy. Don't waste your time with anyone else.

I had an issue with an inherited IRA, and, of course, the issue flares up during tax season when…read moreCPAs are at their busiest. A member of Stampfli counseled me over the phone about next steps for 15 minutes at no charge. She clearly just wanted to help. Customer service like that is hard to come by, especially when they are not guaranteed a check in the mail.

From the owner: Responsive service, customized to meet your needs.read more

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