Biggest jerks in the business The reps you see when you come on don't know anything, it takes…read moreforever for them to give you any simple answer, they don't have name tags and they don't know how to de-escalate situations. Invest with anyone but them. They don't even want your money. They hold widow money for no reason and don't tell you why. Dan Levene is the most incompetent periods I have ever met in customer service management. He deserves to be T-boned by a drunk driver

I worked for Optum and had a 401K there. I left on good terms but was never advised on what happens…read morewith my money, if any. I tried to call Fidelity and had the worst experience ever on the phone. I get it: The new way to handle and do nothing is to be polite and deny the caller, treat them like children. I got the account when at Optum (United) a long time ago and never wrote down my user name and password. I called and spent the morning talking with supposed helpers at Fidelity. I game them my ss number name address and everything I could think of. I am a licensed Psychotherapist for years in Florida, a veteran and still know my service ID., even my blood type! I an convinced O will never see the money: there must have been too little $$ to care. If you want to be insulted by condescending BOTS, call Fidelity!

Best financial services in the country. Satisfied client for ten years. Not much more needed to b…read moresaid.

A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

My parents had Oyer, Macoviak and Associates since they moved to Florida 26 years ago. Since their…read morepassing Oyer is now taking care of my needs for car, home and flood insurance. They take care of everything. The staff is always polite, professional and knowledable. I know that they took care of my parents with all the best intentions and I will continue to use them for all my insurance. I wouldn't go anywhere else.

I have been a loyal client for many many years & I have complete trust in this company…read more I have been through a few hurricanes and Oyer was right there helping me every step of the way. Oyer is not only knowledgeable about all your insurance needs, but will take the time to educate you on what best suits your needs. I am very happy and grateful to have them as my insurance agent! I highly recommend Oyer for all your insurance needs. A loyal customer Ronna

Good responsive accountant, good disposition... am very pleased so far! Has plenty of positive…read morereviews on-line.

I am very HAPPY with the office and professionalism. I have used a few "tax people" before and…read morewasn't very happy. The office and staff were great. I had an issue with my IRS and long story short it was fixed and I am happy. I would Highly recommend them.