Knowledgeable, down to earth and someone I have complete confidence in her judgement and suggestion.read more

Julie is very personable but also very professional. I am a Real Estate/Loan Broker and I can see…read morewhen someone genuinely cares about helping others. She was very gracious with her time and asked strong, investigative questions. Thank you Julie

I've had the pleasure of working with Brandon over the last year, specifically with helping me…read moreduring our company's IPO and the impact on company equity. Brandon was very helpful in providing guidance on selling strategies and gave me a plan to prepare for this recent tax season. Over the year, we also worked on a comprehensive financial plan and even went through important aspects of a first home purchase. Brandon and Diversifi Capital are very easy to work with and provide you with customized content based on your financial planning needs. I highly recommend them!

We were so lucky to find Alfred and his team at Diversifi. After years vetting various planners and…read moreadvisors, we were constantly in sticker shock at the price of hiring someone to help manage your money. I love their subscription pricing system as it allows for a monthly payment and relationship build over time, vs a huge lump sum payment that really makes you take a pause. It's pretty brilliant. The team is highly responsive and you can see they have high integrity. I just love this. Onboarding is a challenge if you have many accounts that need to be catalogued, but I have faith they'll improve the process & tools. They offer financial education via video tutorials if that's your thing, but it's not a requirement. The actual consults are organized, efficient, and down to earth in terms of financial vocab. Overall, we're very please and looking forward to working with them for many months to come. Highly recommend!

We've been working with Sunny for a few years. And he's managing our accounts amazingly. I've…read morereferred multiple people to him. I get so much peace of mind knowing that he's there supporting with our financial reality.

Sunny is a tremendous person who excels in what he does. He helps you identify your goals and…read moredevise a plan to get you on track. He does so in a very relatable and approachable manner. I would not hesitate to refer my dearest friends and family to him, and have done so in the past.

Tom was excellent! He helped me out significantly with a 30 minute appointment to see if he and I…read morewere a good fit. Because of particulars of my case, we were not a good fit, but he recommended several people who would be. He also told me what to look for in a financial planner/wealth management specialist. It was incredibly helpful. Tom was great at active listening and making sure he was getting the correct information from me. While other specialists I've talked to were knowledgeable, they were not as careful or thorough as Tom about making sure they understood my assets, income, living situation, and goals as Tom was.

My husband and I had a great 30-minute session with Tom. He was very thorough in understanding our…read moresituation and assessing what next steps are based on our goals. As someone who isn't particularly confident managing my personal finances, it was reassuring to have a professional like Tom take us through what we should be thinking about and how to work toward our goals. We left with some recommendations that will help us stop being ostriches and actually learn to manage better long term.

I have an unfortunately vast amount of experience with identity theft due to a burglary which…read morecompromised all my passwords and other sensitive identiy information. In the course of securing my accounts, I got some serious exposure to the fraud divisions of multiple financial institutions. I give Fidelity top marks. And I compare them to outfits like Citibank. The only other outfit with competitive security is American Express. I closed the problematic accounts and I kept Fidelity and Amex. But lets discuss the investment. I've had competent investment advisors almost all of them from the Mountain View office. The solutions they proposed were financially sound according to principles of investment theory. I can say this because I had my portfolio reviewed by a friend who is in the financial industry and a very successful investor (no he doesn't take small clients like me). He kindly ran an analysis of his portfolio and mine and concluded mine had significantly lower risk while returns were very reasonably competive with his. How can this be? Well Fidelity is enormous. They can execute financial operations with lower costs because of their size. Their top notch technology don't hurt one bit. Due to my circumstances, Fidelity proposed very conservative investments. However, conservative investments in bonds and such like don't protect you from inflation. To do that you need investment in stocks. But if you are lucky you'll get an experienced advisor who had more tricks up his sleeve that your average advisor. This is a big shout out for John Conception who proposed a solution which solved the need for a stable portion of your portfolio while maintaining an aggressive stock portfolio thus resolving the conflicting needs for my retirement funds. Of course John's proposed solution was vetted by my buddy the financial guy who at this point became very interested in John... Thank you John and Happy New Year. After reading some of the other reviews, there seems to be some confusion about Fidelity. It is an investment firm and not a bank. If you examine some of your "Fidelity" checks, you can see it's actually administered by UMB bank. Fidelity or any other investment firm cannot accept deposits, give you cash from your account or give you bank/cashiers/blank checks because they are legally barred from banking operations due to one or the other of the fiscal scandels in the 2000's which rocked the industry. To deposit checks or get cash, go to any ATM. Fidelity wil reimburse you for the fees. To order checks, alas, use the website. I've never tried asking customer service to send me checks but who knows... it might work. If you need to write a check to someone in a hurry and are caught without your checkbook, there are several electronic transfers of funds, one of these might do the trick. You can use the app to deposit checks as well.

Their incompetence cost me over $2000, and they refused to take responsibility…read more Thankfully, Fidelity's competitors offer cash bonuses for moving your money to new investment accounts. Search for "brokerage account bonus". I moved mine to JP Morgan, Schwab, and Tastytrade and netted far more than the $2000 loss Fidelity caused. Pankit Patel was my financial advisor. He earned a commission of nearly $500 on the transaction that cost me the money. He never once offered this as a gesture of reconciliation, nor did he ever apologize. No one at the company did. 2 stars because Fidelity has some good products: their cash back Visa, fee-free ATM card, and their zero-cost index funds.

Todd helped me was very quick and efficient and nice :) would recommend!! I was selling some gold…read moreand got a good price and again was very quick

I decided to start collecting precious metals recently, I wanted something tangible since I've only…read morebeen investing in stocks and crypto. What I had in mind was a wholly different world and it's a funny thought, I was expecting a jewelry store with bright lights with glimmer all over the walls but that was just my childhood memories when my dad took me with him to a jewelry store to get something for my mom. I already had some gold and only 1oz of silver but, wanted more and committing to invest in it per month. When getting in, I sat down in a waiting lobby with my wife, we wanted check out our first place to buy precious metals and believed that this place had to be it. We were greeted by Ron, he's an amazing and enthusiastic man to work with. He made it easy to understand when breaking down their website on how it displays the spot prices, and that an American Eagle is an American Eagle when I asked what would affect the value when I mentioned specific things like age, cleaning or rusting and or what Ron told me about oxidation. Today, I was impressed with the service that I had to drag my wife into it from the waiting lobby (haha). I had to make sure that my judgement wasn't too bias on picking clean or some age or oxidized coins. Since I didn't do research on what were the payment methods, I wanted to pay with a credit card to build up cash back but, if it was card, it had to be debit. Ron was great, I'll try to commit visiting monthly here or the one at Fremont for silver and soon gold.

Faruk was a pleasure to work with! As we wanted to plan further for our future, our goal was to…read moreidentify areas where we are doing well and can improve upon. From the start, Faruk was personable and clear in communicating his services along with having a genuine interest in what our expectations were from this exercise. Fast forward a month, we have gained invaluable clarity and actionable next steps for our finances. Today, we still reference learnings and information shared by Faruk to help influence any financial decisions we may or will make. 100% would recommend Faruk to any family looking to understand their finances.

Faruk is a fantastic guy. I feel very fortunate to have crossed paths with him. He has been great…read moreat setting up our investments to be positioned well, even when the market is volatile. He has consistently grown my investments since working with him (not by single digit percentages either). He is very attentive and always takes the time to explain goals/positions clearly. Faruk is also very friendly, approachable, and genuinely cares about my financial goals. I trust his judgment and appreciate his proactive approach. I highly recommend him!

I just immigrated to the country, and was treated like a national threat by their customer support…read moreline while trying to verify my account. Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.

So impressed by the entire intake and online platform experience. I opened an IRA account online…read morewith no issue. I called customer service, who was very responsive and they guided me to visit the local branch for a deposit. I got to the Sunnyvale local branch, and the front desk personnel were knowledgeable, quick, and welcoming. They will definitely be keeping my business.

Over the years I've had plenty of experiences with Fidelity's security. They have excellent voice…read morerecognition which is superior to pins and passwords which are so easily stolen. From stolen wallets and checkbooks to attempts to commit identity theft, Fidelity has excelled in protecting my account both brick and mortar and online. I compare this to service from Citibank which came up short. Very. Short. The only other organization with security that comes close is American Express. If your account has been targeted Fidelity will raise the security of your account. They will freeze some easily exploited features. This means you can't use it either but it just means you need to call Fidelity and get verified by their voice recognition and they will excute the action on your behalf. The following is a duplicate of a Yelp review that I submitted on another account. Yelp cannot merge accounts so they recommend you copy your reviews then delete the extra account. The original review was submitted in 2020, You judge quality when the chips are down. Recently, I was burglarized And the burglars left spyware on all the machines in my home network. Yeah, that's why they didn't bother to steal the equipment. This is how you reset your passwords when your equipment is compromised. You go to Fidelity and you reset your password. The manager himself carried equipment out to me. The staff let me stay late to finish up. The staff looked up 800 numbers for me. They dialed the numbers and held the line until I was ready for the call. It was almost surreal. Not one other financial institution came close to this level of service. Far as I can figure Fidelity has the best security against identity theft that I've encountered.

Thought it was cool they have a brick and mortar shop near me…read more I emailed a person there and they never responded. This was a referral too -- it's been a few weeks as of this review. Nothing. Calling in for hours, they said I could get it done through the phone. Which I did, and it was actually through the app we downloaded. -- Not upset but I guess why have a brick and mortar if you just prefer people basically use the customer service line and app. For the branch itself, it would be 1 star since they ghosted me but they get a whole star ('could have been better' = 2 stars) because a person there did transfer my call to their customer service line which helped me in the end.

I've had the pleasure of working with Brandon for a few years now for my tax and financial needs…read more He is the definition of a professional--always quick to respond to questions and exceptionally fast during the filing process. It's rare to find someone who balances efficiency with such a high standard of care. I couldn't recommend him more highly!

Helped me with 2 years taxes during crunch time!! All at a reasonable price. I'm also hard to reach…read morevia phone and he was accommodating to communicate via text or email. Pleased with my return as well. Highly recommend!