Emily in the branch was kind and helpful. She answered all of the questions I had and assisted me…read morewith my transaction.

I have had my investments with Fidelity for over 26 years.. During that time, I have only…read more been to a Fidelity office three times. Once was in New York to deposit a check, the other two times were at the Franklin TN office. After my experience dealing with Luke at the front counter in Franklin, I am ready to close my account. I needed to go to the Fidelity office to wire money to Mexico since I am planning to purchase property there. During my first visit, Luke acted like it was a big inconvenience to send the wire. Given the difficulty he was having, I sensed he did not do this often. I returned two weeks later to send money to a different account in Mexico that I would use to purchase the property when it was time to close on the deal. Unfortunately, Luke was still working the counter. This time, he made several odd remarks like : "How many accounts do you have in Mexico". Then he asked what the money was used for because "people" questioned him after the transaction. I said that I told you the purpose during my last visit. Then I asked what he said. He responded "To help a friend in Mexico pay bills". At this point, I was very upset and said no, it was to purchase property. He said, "we'll I didn't remember because I do a lot of wire transfers".. Really, based on his lack of competence, I would say he doesn't do many. I have received far better customer service at banks where I carry a fraction of the amount I have with Fidelity. I see no point doing business with a company that treats its customers so rudely.

I can't say enough good things about Dave Ramsey and his company. Service is top-notch, I always…read morehear back from them within 24 hours. I am not a "Ramsey sheeple" and also read from Suzie Orman, Kiyosaki, and non-guru finance writers. However, I credit my Dave Ramsey education during my teenage years as a pivotal moment in what has turned my life into a financial success. I have also attended many of his seminars. His daughter's new book, "Smart Money, Smart Kids" should be a staple in every household. Bravo, Dave and a Rachel, BRAVO!

Keith Collins and his team were by far the best experience I've had working with a lender during…read morethe home buying process. I've worked with multiple lenders when purchasing homes, and their communication, responsiveness, and friendliness really stood out. They made the process easy and stress-free from start to finish. I would highly recommend Keith and his team and will definitely use them again in the future!

We weren't sure if our move to Franklin, TN was going to work. Between rising interest rates, the…read moretough market, and being self-employed, it felt daunting. Keith Collins and his team completely changed that for us. Keith took the time to really understand our situation, walked us through realistic options, and worked incredibly hard behind the scenes to make something happen that we truly didn't expect was possible. Communication was clear and honest, which made a stressful situation so much easier. We're grateful and will absolutely work with Keith Collins Mortgage again in the future. Highly recommend to anyone who thinks their situation might be "too complicated."

Do not waste your time or money. Unfortunately, I must change my review. Initially, I thought he…read morewas great with a wonderful long initial conversation. However, I realized he made multiple mistakes that cost me thousands of dollars in my tax return. They were really dumb errors (copying the wrong number over; not including any insurance on my rental costs). The worst part is he wouldn't call or email me back when I was still really nice and asked him. I was actually going to fix the first issue myself but upon the closer look I found the other issue... Perhaps there's more). It would likely take him 10 minutes to fix but now I need to redo the entire return in TurboTax so everything is calculated correctly. The reason we go to a CPA is to do things accurately... He can't even get simple things done right. Don't trust him with your finances.

We had a great experience working with Jon. He's extremely knowledgeable, especially when it comes…read moreto rental property taxes. He took the time to explain things clearly so we actually understood our situation--not just filed it. We trusted him completely throughout the process and felt confident he was looking out for our best interests. He's professional, thorough, and super easy to work with. If you value supporting a local small business and want a real person who knows your taxes far better than any generic tax software, I can't recommend him enough!

Jonathan and family are awesome. I was able to retire and I'm having a very comfortable lifestyle…read morethanks to Jonathan. They are compassionate and caring about me as a person. They reach out in time of need. I'm so blessed to have found them. I highly recommend.

From the owner: We believe that retirement is one of the most complicated and important financial journeys you will…read moretake in your life. Every journey requires planning, direction and goal setting. One of your most important tools is a good map. Our retirement roadmap is customized for each person we work with, taking into account their lifestyle, goals during retirement, income needs, long-term health care needs and other financial goals and liabilities. Our proprietary Retirement Road Map process is designed to help our clients achieve simplicity and confidence during their retirement years. It's focused around 5 key areas of your current financial life. 1. Income Planning 2. Investment Planning 3. Tax Planning 4. Long-Term Care Planning 5. Legacy Planning