Financial Advising in Washington, DC
4 locations found near Washington
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Financial Advising
Financial Advising
“I have been a satisfied client of Fidelity for over ten years with two different employers 401k retirement accounts. The customer service is excellent over the phone as well as in person. The staff is personable and knowledge in various financial products. I love ❤️ Fidelity!”
Financial Advising
“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!”
Financial Advising
Financial Advising in The Nearby Cities
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TIAA Financial Services
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“Kathleen is incredible to work with! Nothing scares me more than sorting out finances and taxes, and Kathleen takes the time to answer questions thoroughly and in a way that makes sense. She is patient, extremely helpful, and organized. I could not recommend her enough!”