Regional Finance - Savannah (GA)

Arianna Butler I chose to start a Roth IRA with Fidelity Investment group because they offered an match incentive after making my first deposit into my account, they have in person locations available to build a relationship with a broker, and because I thought it would be an overall good back to maintain my Roth IRA with. Shortly after opening the account I booked an appointment with a broker to begin making the investments best for me and having my 401k’s transferred into the account. I booked this appointment a month in advance and today, two days before the appointment a broker named Tasia called me and told me that brokers at fidelity only made themselves available to people with over a quarter of a million dollars in their Fidelity account and that the only help I would be given was via phone. I will be changing the bank I keep my Roth IRA in as that was the most ridiculous thing I had ever heard. I highly suggest people choose another bank to open their investment and retirement accounts with.

Brian Perkins Good concrete

Adrienne hall It was on time. Came exactly when he said it would with no problems. Great Customer service and I loved the atmosphere.

Stitch Jones Wonderful opinion for banking. Their care for customers is exponential. We used Shweta to help us with our issue and she was excellent at helping us solve our problem. Thank you Shweta for your wonderful help!

Irena Epling Mike opened my eyes in future planning. He explained all options in a very understandable way. He even draw a diagram for better understanding. He didnt push for a sale at all which I really appreciate. It is evident that he just wants everyone to be aware of the options out there so you can make educated decisions. We got on two saving programs and we are so happy we did.