DBR & CO - Pittsburgh (PA)

5 /5 Tony C: We officially started with DB Root in March 2023, and we could not possibly be happier. We were referred by a family member and only regret not starting sooner. Jeremy, Taylor and Jody have been gracious, responsive and thorough. Every question weve had (which have been many) has been responded to quickly and again, thoroughly. My wife and I lost our jobs at the same time and there was a lot of uncertainty...what to do with 401K, company stocks, etc. We were looking for guidance and instruction throughout the process and thats exactly what we have received. We look forward to a continued great relationship for years to come.

1 /5 hnnh duffy: Trusted this company with my Roth IRA and brokerage accounts. Any gains I made were lost in the large fees they charged to “manage” my accounts. They simply purchased ETFs which any fee-free, robo-investor can do. And the ETFs they chose did not keep up with the standard S&P 500. I did not see a rebound from 2022 that literally everyone else saw. When I transferred out, they only transferred my brokerage and a fraction of my Roth IRA. I called for assistance, and they unlinked my account from their management system before it closed out so they couldn’t even help me with the one task I asked for and passed me off to a 1-800 number to Schwab. So much for earning their exorbitant management fees. My experience with Taylor is that she never proactively reached out to me; I always had to contact her. Google the signs of a bad financial advisor and she ticks most of the boxes.

4 /5 Shawn Morgan: EDIT: Im revising my initial rating. The firms compliance officer reached out to me and initiated several calls and meetings to discuss my concerns. They created a new plan for me, taking my potential income changes into account, and I feel much better about their service. Im not sure that they have fixed the root cause of the issue, but their follow-up has been helpful and is appreciated. ORIGINAL: I engaged their financial planning services last year and was initially satisfied. However, as Im doing my 2022 taxes now, I find that they gave me poor advice regarding a Roth IRA. They had no idea that there are different income levels that reduce the amount you can contribute, and they advised me to put in too much. Im forced to do an early withdrawal and will lose a substantial amount of money. Their advisors do not have the tools or the foresight to properly advise their customers. I contacted them and they brushed me off; they do their financial "planning" based only on what the customer provides at the time of service, assuming that there will be no changes to your income in the future. They do not accept any responsibility for their lack of knowledge, and I will lose a significant amount of money in addition to the considerable amount that I paid for their services. I strongly recommend that you avoid this company; they only want your money at the time of service and have no interest in your long-term financial success.

5 /5 Danielle Shearer: Jeremy and his team have managed my accounts for over 10 years now. Over those years he has consistently demonstrated exceptional attentiveness, expertise, kindness, and friendliness that has built trust. Every interaction has been pleasant. He has also helped guide me on business items that have helped protect the business. Ive always felt valued as a client. I wholeheartedly recommend Jeremy to anyone seeking a dedicated and knowledgeable professional.

5 /5 Jennifer LaRosa: I started working with the folks at DB Root a few months ago and I literally could not be more thrilled. Though I am a professional, my knowledge of financial matters is exceptionally limited and I have counted on the staff of DB Root to guide me. I am already reaping the rewards of this relationship. They are simply consummate professionals. They are available whenever I need them, they are precise and detailed in their presentation and plans, they are patient with me as I (slowly!) learn what I need to know, and their knowledge and expertise are obvious and priceless. I could not be happier.