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“First time ever dealt with this company, after having my millions (I wish) in the old Peoples Bank which is now gobbled up by the nightmare/horrific M&T. What a crappy bank. Had to find an investment broker/company. Colleagues mentioned Fidelity, but virtually impossible to get thru their 1-800 phone tree. Didn't realize they had a direct line. Finally got thru, reached Sal, set up an appointment. After about 20 minutes I realized this is where I need to be. Signed everything and made the switch. He was helpful, did not sell any products, met me where I was and very helpful. A few days later I realized one of my beneficiaries was spelled wrong. Sent him an email, and he got back to me promptly. Said I could make the change. Wow, that was EZ.”
8AM - 4:30PM
200 Mill Plain Rd, Fairfield
Financial Advising
Financial Advising
Financial Advising
“I had a great experience here with my retirement account. It was the deadline for posting for the year prior, packed with people and the staff here were welcoming and warm, accommodating us all in an efficient manner.”