Lakeisha W.
10/31/2024
This is one of the few banks that accepted the type of account I needed. I will ALWAYS recommend getting a credit union versus a bank. They just work better to me. Banks ALWAYS have an...
Fidelity Homestead Savings Bank
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353 Carondelet St
New Orleans, LA 70130
Capital Investment Management, Inc. is an established insurance marketing organization based in New Orleans, LA, specializing in the wholesale distribution of annuities. With over 20 years of experience, they have demonstrated stability and reliability in navigating various market cycles, ensuring their presence for their clients. Known for their open communication and quick resolutions, their team of experienced wholesalers builds close and trusted relationships with advisors, providing pre and post-sale support to banks, independent broker-dealers, and other financial institutions.
CIMI acts as a true partner to advisors, offering immediate support for their business processing needs and helping them build lasting relationships with prospects, clients, and centers of influence. They provide specialized trainings, team-building events, networking opportunities, and seminars, presenting timely sales ideas that clients can relate to and understand. With a reputation for responsiveness and professionalism, CIMI is a reliable choice for advisors seeking efficient and effective solutions in the insurance industry.
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Reviews
2.04 reviewsMario G.
9/19/2025
I opened a business checking account and after 7 days they could not set up online banking. When I opened the account they told me it would take 24 hrs. I called after 2 days and they told me...
Charles H.
7/17/2023
I FINALLY HAD TO CLOSE MY ACCOUNT 1. No Online Services Fidelity requires a branch visit to sign for: - overdraft line - change an auto-debit amount - change a payment date - edit autopayment...
Tom E.
1/10/2025
Two hours to Open two IRA accounts and a normal/common CD Cert. Then afterwards, only after I ASKED about POD info, I'm informed that New Bank Policy requires that I have FULL name, address,...
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