I'm starting to get a little nervous about my investments at this branch. Over the past couple of years, I've experienced some serious miscommunications (or lack thereof) about choices that I made about my investments, including mess-ups with taxes, failure of the financial advisors to complete tasks and requests that we decided, lost messages, etc. Most recently, I met with one of the financial advisors three months ago to transfer a significant amount of money from one of my accounts into a Roth IRA. After looking at my Virtual Wallet account this week, there was no evidence that this transfer was made (3 months later!). I walked into the branch today and the advisor admitted it was his fault and went ahead with the transfer. I was not happy and upset that this might affect tax situations/filing for this year. From my experience, I'm not sure I would recommend investing at this branch. I hope to update this review in the future with a more positive review.