5 /5 Faye Krippner: We enjoyed our first meeting with Donell. Personable, friendly, and is going the extra mile to make sure he is finding all the ways he can help.
1 /5 Andy Land: This post is about Fidelity overall not this office in trying to access funds for my account. Having given complete proof this is still taken several months and the Fidelity representative doesnt even get back to me by phone after days. Fidelity thinks that your gas bill is the best proof of citizenship and identity. imagine your gas bill! not your birth certificate, not your social security number, not your photo ID, not your auto registration title or insurance card. Not a medallion guarantee from your existing brokerage firm. Your gas bill or electric bill! Funds that lawfully belong to me are being hidden in a Fidelity account that cannot be accessed or traded or have stop-losses put on to protect existing positions because of corporate policy Fidelity is blocking access because of policy?
5 /5 Beverly Smith: They were very helpful in the office setting. That is why I am giving 5 stars. Over the phone I would give them a 2 star rating.
2 /5 Robert Hanson: Ive started a new job that goes with fidelity and I cant ever log in online because it will never sent me a text. I call support and by the time they even get to me Ive git stuff I have to go do. I cant be the only person with this issue so why are the systems STILL not sending texts for the codes to login. Then why not make it available to send to the email? Id like to get my stuff set up please! Without having to call support every time I have to log in.
5 /5 L N “N13259687”: So for people mentioning it. If you call, you are not going to getting a branch for most things. If you get not so great service from one person, please don’t let that reflect your opinion on the entire company. Odds are, they were probably newer, every associate I have spoken to with experience made my experience lovely.
Outshine Window Cleaning LLC If I could give less than one star, I would. This company is an absolute mess. For the past year I have been through several financial advisors on my account. They all end up leaving the company within months of being assigned to me. Since the last, I have been without an advisor for 6+ months. I have since been trying to close my account. The amount of transfers, hang ups and just nobody getting back to me is ungodly. Nobody knows anything theyre talking about. The amount of wrong information Ive received is insane. Im honestly unsure how this company does so well. For anybody trying to start an investment account, STEER CLEAR of CETERA !!
FlowerPower This guy got my life headed in the right direction, had no idea how much money was going elsewhere instead of into a savings account. I recommend everyone to at least talk to him. Great guy! DISTRO!
Bill Marcum Marcum Kyle and Ryan work exceptionally hard to help improve the quality of life for their clients for today, tomorrow and in the future. Its not about selling a product its about helping clients be successful. I like that.