5 /5 tyler moses: Having previously used Fidelity for my retirement accounts, I decided to make the move to a more local business. Chase and his team have been excellent at helping me through the entire process every step of the way. Chase is very responsive and takes the time to sit down with you and discuss your goals as well as going over the many available options available to you. It is very hard to find someone you can trust with your money, and Ive been consistently impressed by Chase and his team. I would highly recommend him if you are in need of a new financial advisor.
