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“The Annex team is remarkable. As my parents are getting older I advised them to have a trusted professional firm handle their hard earned investments and I directed them straight to Annex. The founder Dave, gives back to the community and only hires top talent with big brains and big hearts.”
“My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit my situation of retiring soon. Options are explained, and you can determine how you want to work with them: they advise you, they can take the lead on managing your money, etc. I like how they explained options and choices and let me decide.”
“I have banked at many different banks and this is by far the best bank I have ever been too! Everyone is really friendly and efficient! I have also never had to wait!”
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“Kathy and Elaina up front were both incredibly helpful. Had paperwork for our accounts we needed assistance with and they helped us from start to finish. All in all made the process easy and set clear expectations on where and who to contact if any issues came up. Will definitely stop in this branch if we need help again!”