Highly respected and recommended. we had such a great first session with the team. They reviewed…read moreour current 401Ks and advised us on changes to make during a very turbulent market including consolidating our 401Ks.

Professional, excellent service from Dennis Plyler and team. Christian focus on financial, budget,…read moreand tax planning. Highly recommended!

Excellent ! He has helped me with my budget . I have learned a lot about budgeting money …read more He very knowledgeable , always positive . I have going to Marc many years . We talk once a month to set up My budget for the month. If I have financial issue I can call him.. and no charge for that call. His rate is very reasonable.

I have been utilizing Mark's system now for well over 25 years. He was patient, efficient and…read morethorough. I would not be where I am today without his help. I moved out of his area 10+ years ago but still use what he taught me about utilizing his budget techniques.

Fidelity is wonderful to do business with. JR Trevino and…read morethe group have help me do well over the last 10 years and have always been there for me when I've had questions and concerns regarding my accounts and Investments. They are a wonderful Professional and Friendly Staff to do business with. Tony Barrasso

first, I did not deal with the local office but advised Fidelity of the passing of my spouse…read morethrough the website. A representative was assigned to me and I received instructions for online entry of the death certificate. I was helped step by step. It seems the local branch was not knowledgeable enough to know there is an entire department in banks and investment firms dealing solely with helping survivors handle the transfer of wealth. My advice is to deal with the contacts on the website. There is a department that handles accounts of the deceased. As far as investing I have little trust for any broker and make my own investment decisions. I have very little contact with a branch office. Never have and never will deal with the TN office if they are as rude and incompetent as some have mentioned in this thread.

went there this morning. spoke with Anna. she was great and helped me with IRA distributions. she…read moreknows exactly what to do and how. highly recommend her. she is in Germantown Tn on Wolf River Blvd

We're Charlie Schwab clients over 25 years. They lead the way lowering transaction fees. Website is…read moreexcellent and so easy to use, Unlike some brokers, many ladies work at Chuck's place! This helps my wife of 54 years feel comfy!