Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

My Fidelity team is outstanding in managing my investments…read more Each year my profits reach excellent returns. Extremely pleased with my Fidelity team in Fairfield, CT.

I have found my advisor opposite of helpful. I asked in email a specific questions regarding one of…read moremy accounts, and he did not respond to my direct question even though I asked several times. in addition, I have not received a monthly statement on one of my accounts for a long time and only accidently found out that they are listing the wrong person as a trustee on that trust. Most frustrating thing is trying to reach somebody to escalate an issue with your advisor and his apparent associates. If anyone has a number to reach to escalate somebody at a higher level than the local branch I would appreciate that. Also, looking for information on, how do you go about changing your advisor and filing a complaint?

My experience has been dismal. i opened account dropped in pay check. funds "unavailable for 7…read moredays". That's with an electronic mobile deposit. 3rd check was confirmed as deposited but some how ( glitch) was never credited. after customer service calls was told to drive to branch to deposit. di so. drop in box ( covid) . got a call "cannot deposit to checking account only brokerage. " btw i was directed to the "non bank schwab office by customer service. so... when can I transfer from brokerage to checking.? " give it 5 - 7 business days. Once its in i'm canceling account . athis just in. addendum : electronically transferred a few thousand to another bank scheduled tomorrow. My balance reflects deduction today . The money has not been credited to the recipient account. if you're out here Charlie give me a shout. incensed. so done.

Sheila acting busy on the phone while 3 customers get annoyed and walk out door. Topped of by her…read morebeing rude to customer who was attempting to DEPOSIT A SCHwab check

WARNING about CITIBANK on Main Street in Bridgeport, CT…read more I'm sharing this out of frustration and desperation, hoping someone can offer guidance or has experienced something similar. On November 4, 2024, I deposited my IRS refund check at Citibank (Main St., Bridgeport, CT). Instead of crediting my account, the bank kept the check, later telling me my account was "inactive." They have refused to return my refund or release the funds -- even though the IRS has provided proof that the check was cashed. Since then, I have made multiple in-person visits to the branch, filed formal complaints with: Citibank Customer Service & Banking Manager Citibank Fraud Dept Citibank Executive Response Team (Office Analyst) CFPB (Consumer Financial Protection Bureau) State of Connecticut Comptroller's Office Local news station Channel 12 (no response) Contacted several Attorney's (directed me to contact CT Consumer Board) Yet Citibank continues to give me the runaround, passing me from one person to another with no resolution. It's now over 6 months, and this has left me in a financial hardship through no fault of my own. I've exhausted every effort I can think of. If anyone has experienced something similar or knows what else I can do, please comment or message me. Your help means more than you know. Please share this post to bring awareness -- this shouldn't happen to anyone. #Citibank #BankingIssues #IRSRefund #BridgeportCT #ConsumerRights #FinancialHardship #CFPB #ConnecticutComptroller #

The financial institutions has the best employees to empower you to the next level of being…read morefinancially inclined.

Top tier excellent and professional service! Financial Solutions genuinely cares about their…read moreclients and makes sure that all of their needs are met.

From the owner: Our business specializes in health insurance which includes Medicare and ACA. Also, we provide life…read moreinsurance planning and investing for retirement. Also, we provide a full suite of supplemental insurance such as dental, vision and cancer and heart attack and stroke insurance.