Tina was an absolute lifesaver. She guided me through all the paperwork for my car loan and…read moreinsurance with patience and care. She always responded quickly, stayed attentive, and made a stressful process so much easier. I honestly couldn't have asked for better help. She's truly one of the best.

Worst bank ever dealt with. Mechanical voice made us wait 4 hours for a human and it never…read morehappened. Call back butoon didn't work, hung up. you might as well go out of business because no one can contact you.

Can't believe what a horrible experience I have had with Fidelity. I don't know if they use AI for…read moretheir customer service representatives but the people I have spoken to are completely unfeeling like robots. Not sympathetic or helpful at all to the problem I have been having with my 1099R form. They refuse to amend the state that they have on there. My tax advisor and everywhere I look online says that Fidelity needs to make the change. They refuse. And it makes things worse when the person you are speaking to literally couldn't care less about your problem. Just an overall horrible experience. Really a kick in the gutter.

My experience with fidelity investment bank has been positive. Their customer service agents are…read moreknowledgeable and patient. They are fast at resolving problems. Their website has wonderful features that are not hard to use. Their phone app is really neat. I am very impressed by how they conduct business.

I was with Mayflower Advisors for only one year. And while I had several reasons for leaving, I'll…read morelet this indisputable and easily proven fact justify my One Star rating: They sold a number of holdings that came over from my previous financial advisor; some that were purchased years before and had risen dramatically in value. Social Security viewed those profits as income, and, as a result, cut my monthly benefit by roughly 33%. And neither of the Mayflower advisors I dealt with ever made me aware of that possibility. Had they, I of course would have insisted that those equities not be sold. So at 81 and with serious health issues, for the first time since I began receiving Social Security, instead of an annual cost of living increase, the only other source of income I have other than what my life savings is earning under the stewardship of my new financial advisors has been reduced by thousands of dollars.

From the owner: Moving expertiseread more

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

Adam of Aladdin Appraisal helped me solve some difficult real estate issues. I could not have been…read moremore happy with the service. He is an expert in his field, thoughtful, responsive, and professional! Very impressive

Their service was both concise and thorough, providing an accurate value for my home. Highly…read morerecommend Aladdin Appraisals.

Fidelity investments - had a tough time initially, but Jenny Lovins went out of the way to be on…read morethe phone for an hour to resolve, figure out what could be issue and resolved so quickly, otherwise i wont be in fidelity today. Jenny is a great asset to Fidelity investments Matt Benz , Altamonte springs , florida was really helpful and nice.he is very sharp-great person. Beverly Masters goes out of the way to resolve any issues.. Suzanne Vehrs was quick, awesome and knows the job., She is very polite, courteous and cares for customers I missed George who knows the job really well

We have continued to call and email Fidelity Investments. They refuse to talk to us about the money…read morethat was stolen from our account. Someone hacked our retirement account and stole $10,000 from us and Fidelity is refusing to stand behind us despite a healthy 7 figure portfolio with them.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

I don't expect them (Fidelity) to read this or care, but this is what I just submitted to the…read moreBetter Business Bureau.... Two out of the three agents I spoke to, on three separate occasions, severely misinformed me, specifically about the estimated time of arrival on which I would receive the funds (paper check that had to mailed) I withdrew from my retirement. Assuming I would have already received the check, because I received the "Distribution Statement" on Monday, July 14th, 2025, I called Fidelity and was specifically told that I would receive the check on Wednesday, July 16th, 2025 (today). Today, I arrived home, checked my mail, expecting the check and it was not there, so I called to find out why. The nice representative that I spoke with today did her due diligence (unlike the two prior), apologized profusely and informed met that the ETA now would likely be next Thursday, the 24th, which is totally unacceptable. The original transaction took place on July 1st and I was told that I would receive the check in "7 to 10 business days, that being said, July 4th is a holiday". Check wasn't even cut until July 7th, not even mailed until the 10th, was verbally told on Monday that I would receive it today (16th), and now the 24th?!!!!!! It is 2025 and it takes 24 days from the date of the transaction to receive a check? This "miscommunication" is going to cost me anywhere from $3000 to $4000. I can certainly understand a 3 or 4 day delay, but we are talking about 14. All these calls were recorded, so feel free to go back and listen. I hope someone does. Fidelity is a huge company, with billions of dollars, and I'm just a nobody, with a small 401K, in their eyes. They need to treat all their customers/clients the same way and make this right!! Thank you for your time.

We've been Fidelity customers for many years and we've been very satisfied. The size of our…read more Fidelity portfolio gives us a personal financial advisor who meets with us regularly (at his office pre-pandemic, on Zoom since) and has been very helpful. We use the website for tracking our portfolio, moving money electronically, etc. If, for example, we need to move, say, $25k from Fidelity to a bank checking account, it takes about a minute on the website, and it will get done by next business day. If we have something more complicated, we phone, someone answers right away, and they find a way to do what we need. (As an example, several years ago I needed to do some fairly complex maneuvers to make cash flow work for a home purchase; Fidelity helped me get it done.) We get small perks like a no-fee debit card that we use for ATM withdrawals because Fidelity refunds us any fee an ATM charges (anywhere in the world). I don't know why other Yelp reviewers have had such unhappy experiences, but we have never run into bad service or a problem that couldn't get solved.