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“Fantastic group of advisors. They also cater to nonprofits, halving their usual fee and acting as caretakers of our funds. They are available, communicative, and responsive to any concerns or advice we seek. Couldn't be happier.”
“I hate the parking situation for this building but I've had nothing but great experiences every time I've gone to this location. Friendly, professional, and very knowledgeable staff. I have taken a free financial class here and I learned a whole lot about investing, retirement accounts, and what products the company offers. Through asking questions and doing further research I went ahead and moved my retirement account to schwab and have been very happy with that decision.”
“If you are reading this, you are lucky you found these folks! I talked with many potential providers, and Jill was far and beyond a standout in the crowd, knowledge wise. On top of it she loves her job and (for some reason) charges less than anyone else I talked to. For me this is a no-brainer, I'd recommend anyone and everyone to work with Creative.”
“It came to me as a surprise after being reaped off by all those so called expert traders online I finally met with a very skilled and experienced trader who knows how to generate huge profit under a given week. I made my withdrawal of $6100 after my first 7 days of trading with the little minimum investment of $500. I’m so happy Mrs Victoria crypto, Thank you for your good works and for never failing the trust I have on you. You too can contact her, she will make you smile Email: [email protected] WhatsAp +13153028202”
“This is not much a review but more so a response to Karen R who gave Merrill Lynch at this location a 1 star rating. First of all, if Karen actually had a relationship with Merrill Lynch, she would have had her own dedicated Advisor at this location who would take care of the IRA distribution for her. All she would need to do is sign a distribution form or get on the phone with a Client Associate (the Advisor's assistant) for a verbal recording and she would get her distribution check within a week. The fact that Karen had to contact a general customer service number for this request and got different answers everytime was clear indication that she must have had an account at Merrill Edge which is an entirely different division than Merrill Lynch. The Advisors at Merrill Lynch work with a specific group of their own clients and only have access to their own clients' accounts so if a random client called in to request service, these Advisors would have no way to accommodate. Long story short, it's unfair to call out an entire company if Karen R. couldn't even tell where her money is at.”
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“They care deeply about their clients as individuals, and work diligently to make the best decisions for them! Very open with communication and they make everything easy to understand.”