Murphy Wealth Management Group - Fishkill (NY)

William Toussaint The experience at Fidelity Investments was very professional and courteous. Alexandra was diligent, knowledgeable, patient, and thorough. She took time to explain the processes involved and was invested in the client. I highly recommend Fidelity Investments based on my interaction.

Melissa Vasquez Do not go to her. She used google translate on my brothers application for DACA, worst translation ever. This was back in 2016, she shouldn’t work on any documentations if she can’t translate them to proper English. Don’t waste your time nor money. Very unprofessional Katiuska Tejeda !!

Andrea Kaplan I first met Nick 8 years ago while I was still in nursing school, and he’s been the most reliable and trustworthy guide for my finances ever since. Hes realistic, thorough, and present-based but future-oriented: helping me visualize action plans for my short-term, mid-term, and long-term goals—both personal and professional. He has helped me steadily grow my savings while planning for the future, even during stressful and uncertain times. Nick and his team bring deep expertise in new business/ tax strategies, investments, and retirement planning, yet always keep conversations positive, clear, and easy to understand. I really appreciate their quick response time and how they make sure I feel confident in my decisions.. I always leave our calls feeling motivated, as if I just went to a life coach. Whether you’re a parent, a small business owner, and/or just trying to capitalize, Nick is the trusted contact I would choose for financial planning.

Scott Flint Eric is always friendly and very professional. Definitely instilled confidence with me.

Tom Herendeen Very friendly staff, they make an effort to get to know all their customers by name

Hayden Albro Had an amazing person named Reanna troubleshoot and resolve a a transaction online while being supportive and open to any questions I had.