{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can't say enough about how compassionate and well informed they're interactions have been. Highly recommend!!”
“I've had to come here several times in the past two months to deal with things in person because I couldn't figure out how to do them online. (Turns out, some things can't be done online.) So I was feeling a little intimidated because of that but the two gentlemen I dealt with were helpful and didn't make me feel bad about not being able to figure it out. The first time I came in, it was about 10 minutes until they were supposed to close. The guy who helped me took me to his office where he patiently answered my questions and helped solve my problems. An African American man that was at the front desk helped me and my daughter on another occasion and then helped my spouse just yesterday. Their website is clear and fairly easy to access (except those things that can't be done online). Most of all, they were professional and accessible.”
“I have been working with brokers at Fidelity for about 2 years. I have always been a little skeptical, even a little scared to invest in stock options.
The people I have worked with thus far have given me some pretty great financial advice, even in higher risk stocks. I won't go into personal details, but let's just say I have recently experienced some pretty phenomenal and personal record breaking returns in the last 6 months.
Lots of portfolio options to choose from.
Easy to use app with latest news on any investments you currently own highlighted and emphasized.
Personally, I have been very happy with their service. I research my broker bank even moreso than my stocks that I buy into. They are one of the top investment firms and they the have yet to steer me wrong in anything.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We have been working with Steve for over five years. He has been extremely helpful, knowledgeable, professional, and personable. He has always been available for advice when we needed to consult with him. We highly recommend his services.”