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    Services - Gary Scheer

    Estate planning

    Inheritance planning

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    E.A. Goodman Law

    E.A. Goodman Law

    (2 reviews)

    AVOID! I called on Monday, two days after my mother passed. I explained that the executor of the…read morewill is suspected of theft so he should be the last individual involved with my mother's will. I simply needed a copy to which I am entitled as next of kin. She wasted the entire workweek with excuse after excuse. First she needed to confirm I am named in the will. Then, after sharing that I had retained an attorney to guide me through this next process, she instructed me she can release the will, but only to him. When he emailed she responded that she could not confirm that he was my attorney and therefore was not willing to share the will with him. This is the back-and-forth game she played with me all week. I was very clear that I needed the will by Friday. If she had no intention of providing the it, she shouldn't have allowed me to waste an entire week waiting on her excuses. I now find myself in the exact position I was trying to avoid, and I owe it all to Elga. Do yourself a favor and save your sanity, do not retain Elga. You will simply waste your time, money, and patience.

    Wasted my time. Was looking for an estate planner. This one looked good on paper so I contacted…read morethem. They then make you fill out some documents regarding net worth and other personal information which I did . Never heard back from them after filling out the all the paperwork.I checked out several estate planning attorneys and none of them put me through that including the one I did hire who I spoke to directly first (unlike this place) , said he would take me as a client and THEN I filled out the paperwork.

    Fidelity Investments - Waiting area

    Fidelity Investments

    (9 reviews)

    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.

    Gary Scheer - financialadvising - Updated October 2026

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