Jason Harris, Agent - New York Life - Canastota (NY)

Jeff Bell My father-in-law had his retirement account transferred by his ex-employer to Fidelity from another financial services company. It was a somewhat complex situation. We went into the Albany office and, although it took two hours, Lilien was very helpful and did everything that she could to help resolve the situation. Dealing with Fidelity can be complicated, but so far I have had only positive interactions with this local office.

Fitzwilliam Darcy The worst financial institution I have ever dealt with-- ever! The robotic phone menu is maddening and lacks sufficient options. When you do get a human on the phone (after a half-hour wait), they are ill-informed and incompetent. They keep claiming I have a savings account when I dont. They are incapable of following simple instructions regarding an RMD. I wanted direct deposit but couldnt set-up online and after nearly an hour speaking to two representatives, I decided to stick with a check mailed to my home. Yet, a few days later, TIAA used the account and routing # given initially for my checking account and without my knowledge or consent, indeed despite my express request to a representative not to do so, they withdrew small sums from my checking account to God knows where-- and then I received a form letter saying that they could not "complete" my request for an RMD-- Now, as I type this, I am on hold yet again (3rd call in 2 weeks) waiting over 1/2 for another rep to clarify what is going on. As I said, worst financial institution ever. I will try and get my money out totally asap! This was a simple request for a RMD and they are totally unable to process this. Go elsewhere if you can.

svilen vasilev As someone who has dealt with many banks, this one is by far the best! The management and staff are incredibly accommodating. I not only feel welcome, I also trust that I will be taken seriously and treated with respect! Special thanks to Olivia and Carol!

Grant Russell This team of pros really exceeded our expectations

Leo OConnor I may be a bit biased

Geneia Rood I just got off the phone with a woman named Lynn and she was extremely rude to me as well my public assistance was denied and I was just asking why and she said “you did not report that u applied for unemployment” then said that when she looked to see if I had applied and that they hav acess to see if I did that I didn’t! I was very confused and with all of the call volumes of calls to unemployment I wasn’t able to get through for weeks! At the end of the phone call she hung up on me! She wouldn’t let me talk and she was not professional at all!