This is the first time to this branch…read more I think service was great. I needed to provide durable POA, and they processed/submitted it quickly for me. I got a call a week later from the legal department to answer a couple questions. Now waiting for the final confirmation. Typically, I go to the one in Shrewsbury area but this location is closer to work. I think the service there is also great. There wasn't a yelp account for that location so I put it here as I would rate it the same. My small problem is just that you may have to wait a long period of time during peak times as there are limited service providers. I have definitely taken a lot of their time just due to the nature of the requests, so I can understand that there is not much that can be done about it.

From my first encounter with my assigned advisor my entire experience with Fidelity has been…read moreabysmal. From alluding to my deceased husband saying something negative about me to keeping me there for four hours while accomplishing nothing except him using a white board to show me how I could have 9 million by the time I am in my 90's (wth) to then getting assigned a new advisor who has lost me more than $200k in a month's time. At my age and situation this is totally unacceptable. They also manage my deceased husband's pension plan (Mondelez). I thought their advisors and investment strategies were sorely lacking but after dealing with Fidelity/ Pension, I realized quickly that I need to pull the plug on Fidelity. Bottom Line: Fidelity is your typical American Corporate whore. They only serve themselves and those who are whales; everyone else they laugh at. The more you know.

Team was great today with paperwork for my Uncle. It is always difficult with POA stuff and their…read morehelp was appreciated. Even called me back as I dated something incorrectly. Many thanks.

I don't really know what to make of this place. I had heard good things about investing in Schwab,…read moreso I thought I'd check them out. I found the investor I spoke to and met with to be fairly unprofessional. I felt like it was being implied that the amount of my investments wasn't worth them dealing with, so I said as much, and he said Yeah, pretty much. Am So Confused. The money is with Schwab anyway, but I thankfully won't be dealing with this branch anymore. Y u no like my money???

Johnathan Barrett is very easy to talk to. I am currently planning for retirement and have reached…read moreout to several financial planners. Johnathan explains things very well and is very patient and caring. He understands my situation and is direct with his guidance. Retirement planning can be daunting but he makes things very clear and i am excited to start my new journey. Call him; you wont be disappointed

Absolute worst service. Make sure you do your research before allowing them to advise your finances…read moreor you'll be in a trick bag with your money working for them. The advisors do not keep a good line of communication. Once they have your money. That's it. I would just say if you aren't knowledgeable don't use their services. Keep your money some place safe first then when you have basic knowledge allow them to assist if that's what you would call it.

Gary Scheer has been our family financial advisor for over a decade and he has consistently guided…read moreus in the right direction and has always looked out for our best interests. He returns calls quickly, his office is very nice in Morristown. I highly recommend Gary Scheer LLC.

From the owner: We specialize in tax and financial planning for entrepreneurs, high income professionals and people…read morein or nearing retirement. In addition, we offer employee benefit planning for small and midsized businesses.

I sought out Matheson & Associates because they had great reviews and I wasn't disappointed. I had…read moretried doing my taxes myself (as I usually do) but because of the new tax laws, I was disappointed in my return. I worked with Joe and had a great experience. He maximized what we were getting back on our return and we got much more money back. Their fee is totally worth it. He worked quickly and was prompt in getting back to me with any issues that arose or answers to questions I had. I will definitely be using Matheson & Associates again for next tax season!

Excellent service! Joe is not only professional but very personable as well. Took his time in…read moreanswering all questions. He has earned my repeat business.