Bruce goes above and beyond for the client and makes the tax preparation easy to understand and…read morecomprehend Highly Recommend!

Very professional looking offices and the staff matched with their competency…read more Very knowledgeable, friendly and helpful and I didn't have an appointment. I just wish my local office was as nice as this 5 star office.

Nice building. Friendly, helpful staff. Had an appointment and had no wait when I got there…read more Account platform is easy to use and comprehensive. Low fees for transactions, reporting data available.

Phil has a vast knowledge of the financial world. I love how he explains things in a way I can…read moreunderstand and never tries to push me in any particular direction. He is wise beyond his years, yet young enough to stay on the pulse of current and upcoming trends. I'm always impressed speaking to him. He also is a great guy who is very involved in the community. I trust him with my money and consider him not only my advisor, but friend.

As a Realtor you can never predict when your next paychecks will be coming in. Phil helped me set…read moreup a sound financial plan to not only predict my future income, but allow me to invest into my retirement at a rapid rate. He's the best!

Fidelity has my brokerage and 401k firm for at least 15 years, and have helped me navigate through…read morethe craziness [both good and bad] of our ever-changing economy. The portfolio managers and the team of experts available are amazing. They seem to be well versed in wealth management and are always available to answer questions. Whether you are an independent investor or need planning, I highly recommend the multitude of services Fidelity makes for one's future.

I would have to say this was the most unpleasant experience I have ever had trying to get literally…read more$350 from my dad's 401(k). The amount of documentation I had to provide and all the different stories I was told every time I called was ridiculous. They really have no clue what they are doing. Pretty scary. At one point they actually told me I was gonna have to have it probated. Good thing I didn't listen to them.