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“Dan is a great advisor and has exceptional investing products to help our family meet our financial goals. He is professional, thoughtful, and treats each investment as his own.
If you schedule an informational meeting, he will listen to your goals, and provide detailed explanations of options for your investments.
I would highly recommend Dan!”
“I worked with Paul Holloway at First American Exchange Company. He was the upmost professional. He paid attention to detail, very knowledgeable, answered all my questions, even if it had to be repeated. Extremely responsive and nice guy. I had a great experience. Thank you Paul!!”
“This is primarily a discount online brokerage and they do a fantastic job at it. It is super convenient they have a local office and they are very helpful at the office. This is not a private banking or investment operation with tons of fees and if you are looking for an investment advisor to call you back immediately then I suspect they have one for you to execute your trades and manage your account for a fee just like any other regular brokerage, but otherwise that is not what they do so I don't think it is fair to be so critical of a great online brokerage when most of their online competitors don't even have an office.”
“This review is for Haylie. In and out in 10 mins tops! Was able to help me step-by-step through everything I needed. Fastest service and great attention. Super friendly too! Very happy with my visit and definitely a recommendation.”
“Walked in shortly before close to open an account. They were very accommodating and made me feel comfortable entrusting my money to them. The gentleman that helped me answered any of my questions promptly and succinctly, but also expanded on his answers when I became confused without making me feel dumb. I will continue to entrust my earnings and future of my retirement to this very helpful company”
“Alex M was super helpful and friendly. He was really knowledgeable and confident which made me feel confident in this company! Alex helped me understand how to protect my money in the current market situation.”
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“Adam and his team communicate very well and are professional. They are flexible with meeting options and time. Adam is very helpful in helping people understand the fundamentals of finances. Adam is also very personable and works to get to know his clients.”