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    Threadgill Financial

    5.0 (2 reviews)

    Services - Threadgill Financial

    Investment management

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    3 years ago

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    Fidelity Investments - Store front of Fidelity Investments.

    Fidelity Investments

    (3 reviews)

    While it's difficult to gauge how successful my investments will be. It is absolutely possible to…read moreconvey what a great, caring, professional experience my wife and I received when opening a new account and subsequently moving our investments from Schwab to Fidelity. We're certainly not rich but I can say we were treated as if we were investing winnings from the lottery. Chris M. has taken more than a few hours with us, setting up our initial investment, rollover, and account transitions all the while ensuring we completely understood the process, Fidelity's competitive differentiators, and providing "food for thought" on what we may want to think about for the future. I cannot express enough our gratitude for being treated with the utmost respect and professionalism by everyone we've encountered at Fidelity. From the front desk reception to personal advisement, and the follow-up from not only Chris but the company's financial asset managers. Net/Net: Could not have received a better experience and certainly much more attention and professionalism than the other guys. My 2 Cents (no pun intended) Greg T.

    Horrible customer service. Using the online chat feature requires you explain your issue and then…read moreget told to call a phone number. Calling the number gets you an automated bot that repeats the same information every time you call (about signing up online for paperless even if you already have). Next the bot struggles to identify your problem and asks repeated questions. This is all after the online rep gave you the number to the department you needed to speak with. After three years the honeymoon is over and no one bothers to treat you as an individual and understand your goals.

    Threadgill Financial - investing - Updated May 2026

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