I recently decided to simplify my portfolio by moving three 401K plans into one Rollover plan for ease of management. Although I understand a web user interface better than most, I wasn't...
Fidelity Investments
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If there was a -5, that's what I would use. I was informed by Fidelity that in order to clear my accounts (3- 401K) and one rollover, I had to request them one at a time. Yesterday, I cleared one...
I had a wonderful experience at the fidelity, Andrea gave me amazing customer service and helped me open an account even after hitting a couple roadblocks :).
I closed on my condo Wednesday and the title company wired my funds to me. All the transmitting information was confirmed as correct on both sides as well as we received a fed number confirming...
First time I went to the Alexandria office was with my husband (now ex-) when he was retiring. The financial consultant was very knowledgeable and we had confidence that he was guiding us in the...




