Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

Over the years I've had plenty of experiences with Fidelity's security. They have excellent voice…read morerecognition which is superior to pins and passwords which are so easily stolen. From stolen wallets and checkbooks to attempts to commit identity theft, Fidelity has excelled in protecting my account both brick and mortar and online. I compare this to service from Citibank which came up short. Very. Short. The only other organization with security that comes close is American Express. If your account has been targeted Fidelity will raise the security of your account. They will freeze some easily exploited features. This means you can't use it either but it just means you need to call Fidelity and get verified by their voice recognition and they will excute the action on your behalf. The following is a duplicate of a Yelp review that I submitted on another account. Yelp cannot merge accounts so they recommend you copy your reviews then delete the extra account. The original review was submitted in 2020, You judge quality when the chips are down. Recently, I was burglarized And the burglars left spyware on all the machines in my home network. Yeah, that's why they didn't bother to steal the equipment. This is how you reset your passwords when your equipment is compromised. You go to Fidelity and you reset your password. The manager himself carried equipment out to me. The staff let me stay late to finish up. The staff looked up 800 numbers for me. They dialed the numbers and held the line until I was ready for the call. It was almost surreal. Not one other financial institution came close to this level of service. Far as I can figure Fidelity has the best security against identity theft that I've encountered.

Thought it was cool they have a brick and mortar shop near me…read more I emailed a person there and they never responded. This was a referral too -- it's been a few weeks as of this review. Nothing. Calling in for hours, they said I could get it done through the phone. Which I did, and it was actually through the app we downloaded. -- Not upset but I guess why have a brick and mortar if you just prefer people basically use the customer service line and app. For the branch itself, it would be 1 star since they ghosted me but they get a whole star ('could have been better' = 2 stars) because a person there did transfer my call to their customer service line which helped me in the end.

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

I just immigrated to the country, and was treated like a national threat by their customer support…read moreline while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.

So impressed by the entire intake and online platform experience. I opened an IRA account online…read morewith no issue. I called customer service, who was very responsive and they guided me to visit the local branch for a deposit. I got to the Sunnyvale local branch, and the front desk personnel were knowledgeable, quick, and welcoming. They will definitely be keeping my business.

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

I bought my first gold bar, "1gram" & sliver coin from here & won my business due to treating me…read morelike a normal customer. Out of 3-4 jewelry places on the same road, this shop didn't give me weird or unwelcoming vibes but helpful & welcoming vibes. 5/5 for this amazing shop !

I entered and felt like an afterthought. The worker let two other parties in while I was trying to…read morebrowse and felt like I'm being hovered around by other customers. I'd prefer to be able to discuss options and pricing with the owner. Letting others hover in such a small space when I'd waited to enter felt....wrong.

I can't tell you how much James has made a difference in our financial stability. From going from…read morepay check to paycheck, James has navigated is to a point that we can clearly see our financial standing and the ability to properly finance for our future retirement plans. James is a financial and math wizard and he will help you fully understand your financial situation and a path to move to a more comfortable future. Thank you James for making such a huge impact on our brighter future!

Helpful experts. Looking forward to exploring services beyond financial planning as they offer tax…read more& estate planning.

We have had the pleasure of knowing Shane for six years and have been there to see his career at…read moreEdward Jones skyrocket. He is a top performer in the company (I know this because he is usually traveling on their incentive trips). He is extremely attentive to detail and anticipates the needs of his clients. He combines this with a personalized and thoughtful approach to strategies that meet the needs of his clients. He has helped us outline clear goals and strategies to meet them. He showed us where small tweaks can make a big difference. His follow through is excellent and customer service is phenomenal. We feel as if Shane is on our team and he constantly goes to bat for us when we am urgent need or question arises. Thanks for your availability, your guidance and for your expertise Shane!

Shane is a financial advisor you can trust to look out for your best interests. As an estate…read moreplanning attorney I work with a lot of financial advisors and Shane more than most take a genuine interest in all of his clients no matter how big or small. Whether you have millions of dollars or thousands of dollars Shane will meticulously and enthusiastically help you plan your financial future all while not taking an exorbitant fee like most other financial firms. I highly recommend Shane.

Todd helped me was very quick and efficient and nice :) would recommend!! I was selling some gold…read moreand got a good price and again was very quick

I decided to start collecting precious metals recently, I wanted something tangible since I've only…read morebeen investing in stocks and crypto. What I had in mind was a wholly different world and it's a funny thought, I was expecting a jewelry store with bright lights with glimmer all over the walls but that was just my childhood memories when my dad took me with him to a jewelry store to get something for my mom. I already had some gold and only 1oz of silver but, wanted more and committing to invest in it per month. When getting in, I sat down in a waiting lobby with my wife, we wanted check out our first place to buy precious metals and believed that this place had to be it. We were greeted by Ron, he's an amazing and enthusiastic man to work with. He made it easy to understand when breaking down their website on how it displays the spot prices, and that an American Eagle is an American Eagle when I asked what would affect the value when I mentioned specific things like age, cleaning or rusting and or what Ron told me about oxidation. Today, I was impressed with the service that I had to drag my wife into it from the waiting lobby (haha). I had to make sure that my judgement wasn't too bias on picking clean or some age or oxidized coins. Since I didn't do research on what were the payment methods, I wanted to pay with a credit card to build up cash back but, if it was card, it had to be debit. Ron was great, I'll try to commit visiting monthly here or the one at Fremont for silver and soon gold.

Went to start a mutual fund and finished psperwork. Found out after 2 yrs that the psperwork was…read morenever completed. And so the investment i thoughtbwas done wasn't. Told me that they will get back to me for explaination. Also didn't happen. My trust in them as a company is diminishing. Thinking to pulling everything out. How can i trust a company with no credibility or communication.