Fidelity Investments - Winter Park (FL)

Nicoli Professionalism, Responsiveness Mr Juan Pablo Bejarano is an excellent financial advisor. I have been working with him for just over 8 years now and have been very pleased with my returns, he talks in Spanish with me and the guidance he has provided me on how to properly save for retirement. He is honest, trustworthy and makes you feel extremely secure with your finances. All necessary attributes when investing your hard earned money. Would highly recommend his services and ideas.

Thomas Varga Outstanding Financial Advisor - Highly Recommend! Ive been a client of Clinton Wilson from Raymond James for several years, and I cant recommend him enough! In that time it has been clear that he genuinely cares about his clients’ financial well-being. Mr. Wilson took the time to understand my unique financial situation and goals, then provided personalized advice that was easy to understand, and which helped me create a solid financial. At every step of the process he clearly explained all the fees involved and made sure I was comfortable with every decision we made. Communication is another highlight of my experience. His office was always quick to respond to my questions and provided regular updates on my portfolio. His expertise and insight are invaluable. If you’re looking for a knowledgeable, trustworthy, and approachable financial advisor, I really recommend reaching out to him at RJ. You won’t be disappointed!

Dr. Crystal Morris-Newsom This isn’t a scam. A scam by definition is being dishonest or fraudulent. On your very FIRST call they provide you with the refund policy so everyone is on the same page which DOES include being timely with your payments. Think about it, how can you expect them to honor a 90-day money back guarantee if you don’t pay on time? Time is of the essence and a late payment means a delay in them sending out your dispute letters which means it will take longer to get results. They complete a full audit of your entire credit report and get your first set of letters out within 48 hours. Their customer service is AMAZING! You can even text message them questions. They are so friendly and willing to help. Each month you receive credit tips to build your financial literacy so you don’t make the same mistakes with your credit in the future. My credit score increased by 20 points so far and it’s only been 1 month. Crystal is my rep and I’m excited for future progress! If you don’t use what they provide and aren’t obedient to the requirements they tell you clearly on the FIRST call, it’s unfair to complain about the lack of results. Accountability in adults is lacking in today’s society and it’s sad because this is really a good company that truly tries to help people when there are other companies like Lexington Law who were only about the money and not about helping people.

Manuel Casido Very helpful, honest and informative. Would definitely recommend.

Heather Hollan I thought the customer service was outstanding. The staff was very friendly and the branch manager is excellent.

Michelle Forehand Jeremy is wonderful! Not only is he professional, he genuinely cares about you as a person. He has helped me with my finances and with my business. He is trustworthy and has the utmost integrity. So thankful to be a client….highly recommend!

Frank Nathe I have worked with Til Sowdon for years. He has provided nothing less than exceptional service. Excellent advice, long term planning, appropriate investment products, follow-up, attention to detail, patient with explanations, and regular reviews. I have the utmost trust for Mr. Sowdon and Legacy Financial Advisors for placing my interests first and I highly recommend him.

Joseph Smith got hacked last night lost access to my account, didnt even have to call the cops, truist refunded the party involved the whole life savings