Merrill Investment & Retirement Financial Center - Fremont (CA)

Jennifer Errande The on-site notary at the Santa Monica Fidelity location, Brooke, was very helpful in completing the paperwork needed to grant me power of attorney over my aging fathers account, which he granted me years ago but I never filed the papers for. I need to say however, through no fault of the Santa Monica branch, Fidelity is very quick to place restrictions on the accounts of elderly people, which I find atrocious. As I get older, I will have to be sure to either keep up with rapidly changing technologies or transfer the management of my assets to one of my two technically savvy children. Sad, but thats how it appears the world is changing.

Vannah P I’m genuinely surprised by the negative reviews because my experience has been nothing but positive. They are kind, caring, and honest when it comes to taxes. They’ve helped me get money back and have always been trustworthy. From the screenshots shared in one of the reviews, it’s clear that Jennifer is respectful and professional. I just want to say a big thank you for making my experience such a good one!