“My late husband and I have invested with Fidelity since the 1980s. I'm very happy with the service we've gotten. They were wonderful after the death of my spouse in providing the paperwork and support I needed. I'd definitely recommend. I have a financial advisor which I've been happy with also. I have always been happy with my advisors from this location and the over the phone advisors. Only one time I came Into this location a few years ago, the guy at the front counter was quiet rude to me....my only bad experience. Also I will give credit where its due, Scott Davis is an awesome advisor....I miss him being part of my team!”
“I’ve been with Selah for over 15 years. I started out with Sharon, and got the letter that others mentioned. I completely understood Sharon’s decision to move her clients to new advisors. She built her practice up and serviced it well. She’s still very involved in the business and has offered “fireside chats” via zoom throughout Covid. The ones I have seen are very well done! Sharon put in her time of long days and limited personal life. She deserves to take a reduced role in the business so she can enjoy life. She did a FABULOUS job of building her team. She found people with her personality and temperament, along with similar views on investing. And she worked closely with them until she knew they were ready to take over her client list. I was assigned to Misty, and it was a smooth seamless transition. I feel like I’ve known Misty for 10 years! I’m very happy with the advice and service I’m getting. I feel like they know me, and I’m a part of the Selah family. I have more in my retirement account that any of my friends have saved up for retirement, but I’m not a millionaire yet! But I feel like they treat me just as well as their million dollar clients! (I worked with several other investment firms before I found Selah who did not do well with this!) I look forward to many more years with Selah and will continue to refer them to my friends and family in the market for a quality financial advisor.”