Financial Advising in Washington, DC

3 locations found near Washington

“I was lucky enough to meet Kathleen when she was working for a tax service and I've been working with her ever since. I would highly recommend the service.”

4.9 Superb51 Reviews

“Called Fidelity investments today was able to talk to Andre he did a great job explaining all information, knowledge and professional easy to talk to and was able to get all my questions answered. Pleasant customer service experience
Thank you !!”

3.2 Average12 Reviews

“This review isn't specifically about this branch (although someone at this branch helped me set up my account, and he was awesome), as it is about Schwab's amazing customer service. Yesterday, I called the cust serv 800 no. with a question about the difference between two ticker symbols of this one international stock. Although the rep I first spoke with wasn't able to help me, she quickly transferred me to a broker who could, and I didn't sit on hold for even three minutes. The broker solved my problem in a snap, and I'm a happy shareholder today. I'm a massive advocate of youngsters investing, so if you're looking to start, even if you have very little money, look no further than Charles Schwab (unless you're really broke, then look to Sharebuilder. I had a good experience with them, but had to switch to Schwab because of my job). Excellent customer service, decently priced trades, and a pretty easy-to-navigate website. Highest regards!”

2.4 Poor11 Reviews