We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

STAY AWAY.....these young kids don't have any idea what to do with YOUR money. I went in and saw…read moreFlay and told him since I was retired and much older I don't care if I make any money JUST DON"T loose any money. Well looked at my statement today and lost $55,000.00, Don't use Fidelity Investments!!!

Last week Fidelity New Haven made me an appointment with a particular rep for today. I showed up at…read morethe appointed time only to be told that the rep hadn't come in today. They looked for someone else who could see me, but after 20 minutes still couldn't find anyone. This office is an embarrassment--completely unprofessional and incompetent.

Peter will ignore you and not treat you with care. Inherited some from a relative and he didn't…read moregive the care needed for any of my family involved. Received more information from an associate of his when he was on vacation!