I was getting ripped off. Performance was weak
They reviewed all my assets and helped me realize I could have done better in an index fund. Currently getting charged up the nose as well. For 1/6th of what I'm paying now I can hire them as a "coach" and potentially better my results. These guys are VERY responsive and listen!
Solid finacial advice
When I retired I felt I needed consolidate my IRAs, 401 and equities in an effort to develop a plan and direction to carry my wife and I the rest of the way. Dick and his staff have provided the financial information and advice that I was looking for. In addition, SJA has directed me to and worked with my estate lawyer, accountant and banker to assist and advise as we developed a total finanical plan.
Very quick and easy tax preparation service, although it was a little pricey. Still worth it though I believe. Try finding a $25 off coupon before using them.
Excellent customer service and staff was very knowledgeable.
Helpful and Knowledgeable
TD Waterhouse has very a helpful staff whether you need to go in to a branch office or call them up. They also have a fairly decent website with upgrades on their way. The only bummer is that trades aren't the cheapest, although they are still a decent price.