{{ group }}
-
{{ item.name }}
{{ item.address }} {{ item.name }}
- {{ item.properties.formatted }}
“We’ve been with Jason for about 5 years and we are very happy with the service and support he and his team have provided over these past years. I’m retired now, and relinquishing financial planning 5 years ago was not easy for me. Jason was both patient and understanding as I slowly gained confidence in the process. Recently, we had a change, which meant a modification to our estate plan. Jason and Jane were so helpful as we navigated all the changes. As the financial industry will tell you “past performance is not guarantee of future returns” - even so, we’ll stick with Jason through thick and thin!”
“Rachel brings a sense of genuine interest and passion to an intimidating and sometimes taboo topic…money. Her education background shines as she helps clients explore their goals and steps to achieving these goals in terms that are understandable. She has provided me personally with discussion and recommendations to help not only my clients but my own personal financial needs. She demonstrates excellent listening and compassion for life’s situations that have lead someone to opening to the need for assistance with achieving their financial goals. She seeks out ancillary professionals to ensure her clients have the most well-rounded financial picture and puts people at ease with easy-to-understand information. I would highly recommend Rachel for anyone needing a kind, compassionate, and savvy financial planner who has a huge heart for her clients.”
“Bill and his team are always a delight to speak to. My wife and I live between Mexico and the US and they have answered our every question and helped give us valuable insights about our financial planning. Highly recommended.”
“Excellent service, very nice people working on this location, great costumer service and very knowledgeable staff who will help you out with all your questions :)”
“I’ve been here a handful of times and have always received good, friendly help.Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything.Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect.I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Ted, Ryan, & Amber were amazing! They made getting a checking & savings account very easy. They even offered me different ways to help my situation out, with kindness, which I really truly appreciate. I would recommend banking with them as they have excellent options & are very thorough. They don’t budge too much either, making it easy to say no if you don’t want to go certain routes. Thank you guys so much for the amazing customer service! ?”