-
July 2022 by Sean Winters
Couldn't be happier with my experience here. Brenda stood to gain nothing by helping me out as I simply needed a medallion signature guarantee to liquidate an investment but which is largely unavailable to people in Bozeman who don't have an investment account. She took the time to make me an appointment, helped me contact the investment firm, encouraged them to find a workaround to getting this stamp and gave me specific instructions on how to proceed. Excellent experience and a truly kind and helpful staff.
-
June 2022 by Tom Goldsmith
Satisfied customer for 40 years.
-
April 2022 by Emma Lawler
I'm a little disappointed with my experience. This is the beginning of my career and one of the many benefits is investing in my SEP IRA. The conversation I had with Carl lacked alternatives when I said I did not want to invest in Amazon, Big Oil, or CVS. As a young investor, I want to ensure that my holdings are going towards companies that are ethical and somewhat align with my morals. When I asked if there were any other options, there was silence on the other end of the call. Overall, I was not at all impressed and I wish they would have provided me with more open-minded and diverse alternatives as to where to invest my retirement. I felt very boxed in to only two viable options and did not have a good feeling after that conversation which is why I am leaving this one-star review.
-
October 2021 by Cindy Vander Ark
I’ve just started with D.A. Davidson but they have a very responsive and informative team.
-
March 2021 by Kit Warfield
Responsive, friendly, professional, with Montana values. Our family started with DA Davidson years ago, and have been well cared for ever since.
-
March 2020 by Buddy Holly
The staff is prompt and friendly, and there is always hot coffee. But the business model is self serving, and hurts the investor. To explain: If you invest in stocks, the commission fee is taken out of your account NOT from the cash....instead the fees are added into the purchase price of the investment. What they do is raise the purchase price to ABOVE the highest price of the security on the trading day. So if the security is slow growing, it can be a long time before the daily price of the investment is above the high purchase price you paid. Then when you go to sell, you are making less profit because the purchase price was so inflated to begin with. So you are hurt when you buy the investment, and hurt again when you sell.
