Cleveland, OH Investment Service

Positive: Professionalism

David - I started trading in 2011 back then I saw a few of your posts on stocktwits. Your accuracy was amazing. You caught my eye but unfortunately I did not decide to si ... more

Middlefield Banking Company in Solon places customer service as a high priority. Their branches are small. Tellers maintain close relationships with customers. It can get ... more

Very happy with my financial advisor Antonio Desoto! Helped me with my planning needs and is very knowledgeable about investing. Took the time to understand my financial ... more

My experience was over the phone but everyone was very polite and they took my information and everything went really well,we now own a condo.

Always working hard for me and my family. Does a great job explaining different topics. Wouldnt work with anyone else. Highly recommended

Working with Beacon is user friendly. Karl has been attentive and informative. We are comfortable having our finances in his care.

If youre looking to start a new account and ask a few questions this is not the location for you. I called the 800 # to schedule an appointment & was told to do a walk in ... more

Bless you, Ken Statz. You are a kind man, and your employees are compassionate and capable. Thank you

I have worked with this office for years. They are very helpful and Scott is wonderful.

I have very pleased with Morgan Stanley and the incredible staff. No one pressures me concerning investments. My financial advisor, Romilly Taylor, listened to my goals a ... more

This guy knows the market. I recommend Jeff Elman as a solid and conservative broker to helps you navigate the complicated market, especially when it comes to investing i ... more

My dad started as a client a number of years ago, and I am a client also. The return on investment has been great over the years, and customer service is superb! I would ... more

Vince has a great team of professionals to help you!

A company with high integrity and intelligence. One of the rare companies making a real positive impact. A company worth financially investing in and partnering with.

Fantastic customer service. 9 out of 10 times they answer right away. The people on the other end of the phone are very knowledgeable.

Excellent and trusted advisor

I’ve known Jim for over 10 years now. He is professional, knowledgeable and he really cares about his clients. I would definitely recommend

She did a great job with cleaning my home, i will definitely be using her services again.

Representative did not seem to take much interest in our account issue and ended up worsening the problem and forcing us to deal with it over the phone. Very frustrating.

I have used their property management for over one year and have been more than satisfied. Shawnte Herkley is very quick to respond to any issues or concerns. After getti ... more

Very professional at what they do.

Very good experience.Nice service.

Fidelity doesn't have time to meet with their clients in person about investments. If you want to talk to someone you have to do it online or over the phone. They told me ... more

Quick to add extras to a job, but really slow to pay. Small companies BEWARE! They want 150% but they pay 50%......