These guys are brutal. They dial for dollars, seemingly targeting financial services professionals…read morein NYC, with the same line that they will be in our building and want a meeting. Problem is they have maybe 20-50 pods of independent teams, and multiple people in my firm have been called by multiple different teams. If you are smart enough not to need them to charge you 1% to put your money in index funds, then they move on and try to charge you for expensive insurance products.

This is a SCAM, They call and say they are calling back because of my request about my credit…read moreprofile. I'm retired and made no request. When I called them back, they simply hung up. Get your cash somewhere else. These people will lie and harass you.

Dan & his associates have always been helpful & addressing my concerns in a timely manner. My taxes…read moreare always filed on time.

very professional and knowledgeable team. They have always made the the effort to either…read morecommunicate with me through the phone or through or by setting up a personal appointment 1 oh1 they are also financial

I sought out Matheson & Associates because they had great reviews and I wasn't disappointed. I had…read moretried doing my taxes myself (as I usually do) but because of the new tax laws, I was disappointed in my return. I worked with Joe and had a great experience. He maximized what we were getting back on our return and we got much more money back. Their fee is totally worth it. He worked quickly and was prompt in getting back to me with any issues that arose or answers to questions I had. I will definitely be using Matheson & Associates again for next tax season!

Excellent service! Joe is not only professional but very personable as well. Took his time in…read moreanswering all questions. He has earned my repeat business.

This location is an office so either it's a former Investor Center which closed but I've lived…read morenearby for decades and have had Fidelity ever since my first job ever without having heard of an Investor Center here so more likely this was a back office which Yelp scooped up in its info trawl. Either way, not a public location and likely not even a Fidelity Investments location at all.