My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

Fidelity investments - had a tough time initially, but Jenny Lovins went out of the way to be on…read morethe phone for an hour to resolve, figure out what could be issue and resolved so quickly, otherwise i wont be in fidelity today. Jenny is a great asset to Fidelity investments Matt Benz , Altamonte springs , florida was really helpful and nice.he is very sharp-great person. Beverly Masters goes out of the way to resolve any issues.. Suzanne Vehrs was quick, awesome and knows the job., She is very polite, courteous and cares for customers I missed George who knows the job really well

Wanted to just post a REMINER, think twice before you consider Fidelity Investments…read more Fidelity allows their employees to give you incorrect information and the executive do absolutely nothing about it

Worked well for a few years, until I got divorced an my single account became insignificant. Rather…read morethan calling me and letting me know that they no longer wanted to take care of my very modest account, they sent me an unsigned letter discharging me with the excuse that they needed to spend more time with their families... Then proceeded to send my account directly to another group. I do not recommend investing with this tackless firm

Poor customer service. They cared more about my husbands views and requests overall. Maybe it is…read morethe particular team we were dealing with, but it is a joint account and not treated as such - the advisors always deferred to my husband. Would not recommend and hope that through professional training that this sort of approach is addressed.

Schwab is totally wicked pissah to work with! So glad I found them and combined all my accounts…read more They are so helpful with whatever I need. When old Stinky calls their 800 customer service number...the reps are the epitome of professionalism and I feel treated the way a valued client should be. Wish many other companies could be like that. So helpful and patient in whatever the situation may be. Their checking account and debit card tools are groovy as well! Would not hesitate to recommend them for anyone that needs some simplification and order with their finances. Special kudos to Brian Rogers-Botellio from the Boston office who is always most attentive and a pleasure to work with.

I have been with Charles Schwab for over 5 years and have been very happy with them. I can easily…read morereach a person when I call their customer service line and the representative is always very friendly. The best part is they reimburse all ATM fees no matter what ATM you use. Also there is no account maintenance fee. The website is easy to use and has a lot of helpful features. The $9 trades seem reasonable compared to other online brokerages. Also there is a convient location right in the financial district which makes it easy to deposit checks into my account.

Trying to process a withdrawal for over 2 months. They continue to make mistakes and I have to…read moredouble-check everything that they do. I finally went into the Little ton, MA office and the person that I dealt with was hostile as well as defensive. That experience was worse than dealing with multiple people on line. This error that they made is going to be costly for me and they seem to still not have the ability to fix it. I will be leaving Fidelity as soon as I can.

Trying to set up my MRD for 2024 has been a frustrating and exasperating experience. I have many…read morehours for what should be a 10 minute phone call. And yet, I still have it wrong.

this is the worst company ever they do not have good customer service nor good company policy is…read morebeen 2 1/2 years and we still cannot get a calculation or anything done for my mom's pension. Please go somewhere else to save your money and destroy your money for pension and survivors and all that this is not a good company with bad customer they do not help you. They do not communicate with you and they take a long period of time to handle your matters and we're still waiting.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money. No one is helping me at all I am getting the run around being told different things by everyone. Sierra from employees resolutions said there was nothing she could do I have to wait like I have been everyday with them doing nothing for me. They won't even call USAA to get my money back.

Can't believe what a horrible experience I have had with Fidelity. I don't know if they use AI for…read moretheir customer service representatives but the people I have spoken to are completely unfeeling like robots. Not sympathetic or helpful at all to the problem I have been having with my 1099R form. They refuse to amend the state that they have on there. My tax advisor and everywhere I look online says that Fidelity needs to make the change. They refuse. And it makes things worse when the person you are speaking to literally couldn't care less about your problem. Just an overall horrible experience. Really a kick in the gutter.

My experience with fidelity investment bank has been positive. Their customer service agents are…read moreknowledgeable and patient. They are fast at resolving problems. Their website has wonderful features that are not hard to use. Their phone app is really neat. I am very impressed by how they conduct business.

Looking for an Investment company?? Try Moors and Cabot.. Been with these guys for over 15 years…read moreand have zero regrets. They are experts in trading Municipal bonds, They are honest and have always looked out what was best for me!!! Brad Currie and Peter Scott are the best.

Looks like I might be the only 1 giving this company a positive review, but...so far...I haven't…read morehad any cause to complain. Then again, I haven't hit my retirement yet so I guess time will tell. The company I was employed with for 23 years once had pensions, but by the time I had gotten there, pensions had gone the way of all flesh, and a 401K was the "happening thing," the "new normal." Don't like it? Not "happening" for you? Tough shite. Pensions have gone the way of the dinosaur. You want a pension? You should have become a cop. After 23 years with that company, I was laid off, along with everyone else in my office (except for 1 guy...the Teamsters were able to secure for him a job as a janitor at the now-pretty-much-empty facility where we used to work because the union really liked him, even though he had less seniority than a lot of us, but that's a review for another time, when I write reviewing Teamster weakness, mendacity and corruption-- Jackie Presser was my president, after all, so we as union members encountered a lot of weakness, mendacity and corruption. Don't worry. That review is coming. And if I disappear before then, well...they never found Hoffa, so I doubt they're going to have much luck...or interest...in finding me. Or am I being overly dramatic, given the near-total emasculation of unions everywhere in America? Am I suffering delusions of grandeur in even jokingly comparing or equating myself with Hoffa...who was a bum but did actually improve the overall lot of the union members he represented during the years he was president of the Teamsters even while he was enriching the Mafia)? Anyway...back to Fidelity.... Ultimately, I secured another job(s), but I definitely worried about the future (providing I got that far) and whatever security that 401K was going to offer me. But I have to say that my experiences with Fidelity haven't been bad so far. They contact me once a year and we go over my "portfolio." I immediately profess my near-total ignorance of the stock-market/bonds/face-value-vs-par-value/trading/fixed-or-variable-rates-of-interest/long-term-capital-appreciation/small-cap-vs-micro-cap/financial-markets/investing/annuities/business-in-general/public-vs.-private/etc./etc. The reps I talk to have been pleasant, thorough, professional. I usually feel some relief after talking to them. (Although I do have to say that 1 rep I talked to was not exactly a "charm school" graduate-- after talking tough about the "volatility" of markets and the possibility of complete financial ruination, she asked, "So suppose you make 84 years of age, or 90, and there's no money left for you? How would you feel about that?" I kept my cool, with difficulty, but I wanted to answer, "How the f*ck do you think I would feel about that? Ebullient! Ecstatic! I'd throw my walker to the side and moonwalk my way with arthritic vigor into oncoming traffic! What the f*ck would you do?!?") I called them recently to lower the "aggressiveness" of my stock portfolio, given that Trump is president (by the way, in terms of criminality, Hoffa and Presser were pikers, in comparison to Trump; I think even Al Capone might have tipped his hat to Il-Douche and said, with grudging admiration, "Well done!"), and a financial iceberg is looming on the horizon. I really hope I'm wrong about that, but I don't think so. Catastrophe is coming, and I'm obviously not the only one who thinks so. The rep I talked to was helpful with my request, and remarked, "You're not the first person I've talked to today to be doing this. And I doubt you'll be the last." Obviously, if I live long enough to retire, and see how efficiently I'm able to sustain life based on what Fidelity has done for me, this review might be updated (if I can still see to type on the keyboard, that is). For better? For worse? Time will tell, I guess. But so far...I can't really complain. So far, at least, they've done their job professionally and efficiently and I'm satisfied.

Poor customer service and lack of ethics. They delayed processing my check, then processed it and…read moreadded to my account. After 4 months, I found out that they couldn't process the check as it exceeded its timeline. What was shocking was that they added the money to my account initially but silently removed without informing me. Now, they are blatantly ignoring the part where I lost money (interest of principal) by not having the amount in my account. On top of it, I now have to work with previous financial services company to obtain my check. One of the staff I was speaking with was very helpful in identifying the issue. Not to mention there were hang ups many a times as some of the staff didn't want to entertain the request. Miserable experience. I am moving my money away from these bigots!

We've been investing through Pinney & Scofield fro 11 years now, and couldn't be more pleased. The…read moreindexing approach, with re-balancing, is as sound as they come, and has allowed us to sleep well at night, eve through the awful period since '07. Dean Scofield is a pleasure to work with, very responsive, patient in fielding all the questions we've has over time. As a firm they are committed to their approach and don't deviate from it, even under pressure from panicked clients.