Fiduciary Financial Advisors - Kalamazoo (MI)

Becca Flores So delighted we went to this office to meet an advisor via zoom and in person! We worked with Ted Campbell who kindly shared his extensive experience and spent considerable time with us. I’ve been with Fidelity for years and l still learned so much! Ted is truly a valuable resource for anyone who is trying to leverage all Fidelity has to offer its clients. I recommend to anyone who is considering a new advisor to visit this location and ask for Ted!!

Elw x Great service, very polite and quick to help! Sam was very helpful and welcoming and made our time and purchase super easy and smooth! Would highly recommend this place and service is better than other places we had been to prior buying our car here!

Praveen Kumar Chris is great! He helped understand the policies and picked the best options

Dj Smith My husband and I bought a 2006 Ford Explorer back in December from here. The staff was friendly and helpful with anything we needed. They went as far as staying later to help get us our truck. I would recommend them to others and would consider getting my next car from them as well!

Kimberly Hooper I inherited an IRA annuity and sought advice from Robert on what to do next. Rather than doing a fee-only service, it was set up for him to be my financial adviser. He encouraged me to move another inherited IRA account, which he also managed. Less than a year later he...quit. Took himself off the accounts. I had asked him in email to explain what was happening in the market because the accounts had been losing money, and rather than give me an explanation, he just quit. I had only met with him a few times, and there werent phone calls, or much email contact, so I know I didnt take up too much of his time. I have no explanation for why a financial adviser would choose to quit rather than answer questions. I would not recommend him, especially since the adviser on the account he encouraged me to move DID answer any questions I had, which is what I thought an adviser was supposed to do.

Tanisha FOSTER I was with Jackson Hewitt for 8 years. I decided to try someone else. Tax shield had me in and out with no problem customer service was A1 in Elie understood everything I needed help with. Will be returning next year