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    Oaktree Financial Advisors

    5.0 (1 review)

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    4 years ago

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    Hendershott Wealth Management

    Hendershott Wealth Management

    (3 reviews)

    I have been a client of Hendershott Wealth Management for about 10 years, I discovered them through…read moreHilary's informative and enjoyable podcast (now called Love, Your Money - please subscribe!) and since then, I have been grateful for this entire team more times than I can count. Every single person you will interact with has extensive knowledge on financial matters, but more importantly is able to apply that knowledge to your situation and it is done with kindness and respect. The freely shared resources are incredibly helpful, striking the perfect balance between being informative without being condescending or overly technical. I know it is a big decision but I cannot recommend Hilary and her team more. Bonus points that you will enjoy your interactions with the team? NO! That should be the norm - but you will love your meetings. :)

    We have chosen Henderschott Wealth Management to manage our investment portfolio because we…read moreappreciate and affirm their mission and philosophical approach to managing wealth. While their firm exists to help us grow and protect our investments so we can achieve our financial goals, they are also " committed to see people in right relationship with wealth, and building communities that contribute to each other with appreciation and gratitude." This commitment is congruent with our personal values and attitude about wealth. In addition to their expertise and professionalism we value and appreciate the personal relationship with Jen our agent and Hilary via email. Clare and Katie

    Fidelity Investments

    Fidelity Investments

    (3 reviews)

    I just spoke with somebody at Fidelity customer service. He was a customer service manager, but he…read moredidn't tell me his name. He was very rude, condescending, he kept questioning if I was myself or somebody else even after I verified myself with two other customer service representatives. He kept over talking me, he kept interrupting me, he asked me a question and before I got a chance to answer, he would ask another question or say something rude and condescending back. I am withdrawing my investment, even accepting a $2000 penalty because I don't wanna do business with them anymore because they are rude and they are not helpful and just downright unprofessional. It sad me to think this is what this country is coming to. Terrible customer service, unprofessionalism, and just a plain disregard for humanity. The customer service manager hung up on me after I was nothing but polite and professional and respectful.

    In 2014, my mother could no longer manage her finances. I consolidated her trust accounts into one…read moreat Fidelity with me as successor trustee with check writing to pay her expenses. After her passing, I contacted Fidelity and ask if the funds would be locked up for a period of time. I was told no and that I had full control. I sent them a copy of the death certificate and requested that they do a cost step-up on her investments. That happened the day they received the forms. After that, I issued checks to the beneficiaries.

    Oaktree Financial Advisors - financialadvising - Updated May 2026

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