Fidelity Review - Cold, Uncaring, and Only Out for Themselves…read more Fidelity is hands down one of the worst financial institutions I've ever dealt with. They don't care about their customers, only about protecting themselves. People make mistakes -- it's part of life -- but Fidelity acts like they're above it all. Even if it's your first issue, they'll slam you with restrictions like you're a threat, without a shred of empathy or understanding. Their customer service is a joke. Good luck getting a rep who does more than copy and paste policy. They don't listen, they don't help, and they certainly don't care. Managers? Hidden behind layers of scripted nonsense and red tape. You're not a person to them -- you're a number, and the moment something goes wrong, they treat you like a liability. What's worse is they pretend to be all about clients, when in reality, it's all about control, image, and covering their own backs. I don't even have much money in my account with them -- but I'm closing it anyway. That's how disgusted I am by how they operate. It's not about the balance, it's about the principle. Their rigid, heartless approach says it all: they are not here to help you. They're here to help themselves. I'll never recommend Fidelity to anyone. Save yourself the stress and take your money somewhere that actually values people.

My mother passed away;presented them with NYC Official "Letters of Administration" that indicated I…read more(her son) had the right to handle her estate. The woman there said that wasn't sufficient proof from NYC - even though both a lawyer and the NYC Government Department both indicated this is the correct documentation. The Fidelity system had errors in it, I presented my mother's old passport for them to correct the error;they refused. Of course I got agitated after all of the blatant self interested ineptness (who had also given me conflicting information prior to this). As a result, a young man in the office purposely stood physically in my way to not allow me out of the door. After that, he said he was kicking me out of the office. Don't ever put your money into Fidelity. They're not trustworthy if anything should happen

James is remarkably helpful, sharing his deep insight and knowledge with you in a way that is…read moreeasily understandable. You really come away with a sense that not only is your financial future secure, but with a real idea of WHY it is secure, which is key when making big financial decisions. Highly recommended.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

It has been an amazing experience working with Pillot Capital. They have shown me and given me the…read moreconfidence to be more than just a 9 to 5 individual. That I too can have financial freedom if you have your hard earned income working smart instead of you working harder. I have learned so much from Pillot Capital that I am looking forward to keep working and earning more to be a step closer to the ultimate goal of financial wealth.

From the owner: As careful stewards of capital, we strive to invest in assets that create lasting value for our…read moreinvestors, the companies in which we invest and society at large.