Went in to help my mom square away her investments. She really doesn't know much about investing so i was a little nervous. She met with the nicest lady, i think her name was Tara. She was...
Fidelity Investments
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They opened the wrong type of account for us, then when I wanted to make a trade, the money was not available even though they cashed my check two weeks, ago. Called them up to see what the issue...
Were great several years ago helping me manage my mother's account. They're now helping me with my personal accounts. Personal service, going beyond expectations, phone and email requests managed...
28 minutes on hold before I hung up....no one ever answered the branch office in Naperville IL. BAAAAD! I wanted to set up an appointment to open a trust brokerage account. Their loss......
I worked with a financial advisor in this office for several years. She was clueless about how to work with people who have religious or political views that are different from hers. The...






