World Financial Group - Bellerose (NY)

Avery Samuels Would take my business somewhere else very unorganized and unprofessional. Anyone else considering should look somewhere else

Sam Waite Malik was quite helpful and everything went efficiently.

Mike Leahy Highly recommended, wealth of knowledge, and attention to detail for your specific financial needs.

Lisa Pearce The tax preparer are good , the manager is rude and disrespectful! She has been there to long. Time to transfer her and place someone else there. She is racist against african american. We dont need that in the bronx.

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.

Rhonda Kilmer Excellent customer service,very knowledgeable of knowing there job and how to point me in the right direction. There on line banking is helpful and friendly. I highly recommend them