Sara Saxe - UBS Financial Services Inc. - Palo Alto (CA)

Billy Carmen Wonderful experience. Denise LaHa and her team provided us with a very professional, thorough, fast, and very nice. We managed to be through escrow within a few weeks and all through the process we had questions answered quickly. The closing day was a breeze and the staff was there for us in every way. We highly recommend this Fidelity office and are grateful to Denise LaHa and her team for putting up with our jitters and questions. You will be in great hands with this Fidelity office managed by Denise. Big Five Stars!

Grant Mayer Worst website, zero technology, long hold times to get spotty customer service. I took over a life policy and if I didnt have to keep the policy in tact, I would never do business with this company again.