Charles Schwab

John Castaldo

Not a client of Matt's but came in this afternoon to deposit funds into an index. Very thorough and professional despite being alone in the office. Highly recommend.

Anna W

By appointment only even to deposit one check. Matt would not help me and was very rude! Never going here again. Horrible customer service. It takes 30 seconds to deposit a check.

Kenny Branford

I invested and was told I could not trade until proof of my address was given. I sent proof, did not hear back for several months, and eventually requested my money back. I spent an hour on the phone with a representative who lied to me and told me “your account was automatically frozen for three weeks and a check is due to be sent out tomorrow”. Over two weeks later and no check. I spent 6 hours being transferred from department to department and waiting for calls back. They informed me my account was frozen and the check was never due to be sent. I was told due to the patriot act my energy bills, verification from PennDOT, etc were not enough to verify my address. As a law enforcement member and law abiding citizen (which they knew, and verified prior to my investment) I am offended by their consistent reply of “we need to make sure you’re not a terrorist before we send your money back”. The interesting thing is my address confusion was not a problem when I deposited money with this company, but was a problem when I requested the money back. Dissatisfied .

Joey Fanini

Manager is not professional.