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Northeast Investment Group

5.0 (1 review)
Closed • 8:30 am - 4:30 pm

Services - Northeast Investment Group

Investment management

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4 years ago

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Fidelity Investments

Fidelity Investments

(6 reviews)

Downtown

I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.

Universal Healthcare  Wealth Management

Universal Healthcare Wealth Management

(1 review)

If I could rate a zero I would. Hate to bad mouth a business but this one is worthy of it…read more Financial services and advisory businesses are generally tough to deal with but UWM is at the top of the list of tough to deal with, or get a straight answer from, or get a truthful answer from. In my experience with this Cranston Financial Advisory company the principal advisor mislead me on the advisory fees and never gave a direct and clear answer when I questioned her on it. This is not sour grapes because of a poor performance in the market - that happens even with the best of them, but this company just placed my investments into a cookie cutter model and never actively managed or changed the investments to more suitable and appropriate holdings for my situation. The advisory fee charged was not the advisory fee we agreed up at the onset. I would not recommend using this company based on my poor experience even though I tried in vain to ask targeted and direct questions for the fees charged- the advisor was not truthful or forthright and charged me well over and above the fee we agreed upon. I put my trust and faith in this company and relied on what was told to me in our meetings and phone calls and was insulted and astonished that I was repeatedly lied to. Once the fees were taken from my accounts they were gone for good as the advisory would not discuss the issue with me and lost me as a client forever.

Charles Schwab

Charles Schwab

(3 reviews)

DownCity

I am completely satisfied with my experience with Charles Schwab. I love my FA he has saved my…read morelife and also has been a Godsend with my mom who recently joined with a FA of her own. She is 80 and aging. It was super important for her to be heard and not be taken advantage on. This was by far the best move ever. Thank you guys you know who you are. Lee

As people always say, don't keep your eggs in one basket. I do have some money in different…read moreinvestment firms and Charles Schwab is one of them. I usually do my transactions online, but I walk in from time to time. The people at the front desk are very helpful and they have always been able to help me or direct me in the right direction. Very professional. Charles Schwab an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets. It had 29.0 million active brokerage accounts, 2.1 million corporate retirement plan participants, 1.5 million banking accounts, and $8.5 trillion in client assets as of February 7, 2022. It was founded in San Francisco, California, and is now headquartered in Westlake, Texas. Founded as Charles Schwab & Co. in 1971 by its namesake Charles R. Schwab, the company capitalized on the financial deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by Bank of America in 1983 for $55 million. Three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million.

Merrill Lynch

Merrill Lynch

(2 reviews)

DownCity

I do a little business with Merrill Lynch, not a lot, mostly online. I do stop by the actual office…read moresometimes to set up an appointment, drop a check or ask a question. Their downtown office is very convenient to Kennedy Plaza and the entire downtown financial core. Merrill, is the investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City and employs over 14,000 financial analysts and manages $2.3 trillion in client assets. The company also operates Merrill Edge, an electronic trading platform. Prior to 2009, the company was publicly owned and traded on the New York Stock Exchange. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007-2008, the same weekend that Lehman Brothers was allowed to fail. The acquisition was completed in January 2009 and Merrill Lynch & Co., Inc. was merged into Bank of America Corporation in October 2018, with certain Bank of America subsidiaries continuing to carry the Merrill Lynch name, including the broker-dealer Merrill Lynch, Pierce, Fenner & Smith. In 2019, Bank of America rebranded the unit to "Merrill".

I did business with this company for over 25 years only to learn that I was being gouged on…read morecommissions. I was very rarely ever given any leads on new stocks and had to find my own. I was then charged $150.00 commissions for getting in and getting out if I sold. I found these salespeople are more interested in how much they can get from you instead of how much they can help you. I am sincerely happy to be out of there.

Northeast Investment Group - investing - Updated May 2026

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