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    BRPS Consulting

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    By appointment only

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    4 years ago

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    Fidelity Investments

    Fidelity Investments

    (7 reviews)

    Fidelity Review - Cold, Uncaring, and Only Out for Themselves…read more Fidelity is hands down one of the worst financial institutions I've ever dealt with. They don't care about their customers, only about protecting themselves. People make mistakes -- it's part of life -- but Fidelity acts like they're above it all. Even if it's your first issue, they'll slam you with restrictions like you're a threat, without a shred of empathy or understanding. Their customer service is a joke. Good luck getting a rep who does more than copy and paste policy. They don't listen, they don't help, and they certainly don't care. Managers? Hidden behind layers of scripted nonsense and red tape. You're not a person to them -- you're a number, and the moment something goes wrong, they treat you like a liability. What's worse is they pretend to be all about clients, when in reality, it's all about control, image, and covering their own backs. I don't even have much money in my account with them -- but I'm closing it anyway. That's how disgusted I am by how they operate. It's not about the balance, it's about the principle. Their rigid, heartless approach says it all: they are not here to help you. They're here to help themselves. I'll never recommend Fidelity to anyone. Save yourself the stress and take your money somewhere that actually values people.

    My mother passed away;presented them with NYC Official "Letters of Administration" that indicated I…read more(her son) had the right to handle her estate. The woman there said that wasn't sufficient proof from NYC - even though both a lawyer and the NYC Government Department both indicated this is the correct documentation. The Fidelity system had errors in it, I presented my mother's old passport for them to correct the error;they refused. Of course I got agitated after all of the blatant self interested ineptness (who had also given me conflicting information prior to this). As a result, a young man in the office purposely stood physically in my way to not allow me out of the door. After that, he said he was kicking me out of the office. Don't ever put your money into Fidelity. They're not trustworthy if anything should happen

    Pierro, Connor & Strauss - Pierro, Connor & Strauss counsels families on asset protection & advanced directives such as wills, powers of attorney & health care proxies

    Pierro, Connor & Strauss

    (9 reviews)

    Here's my beef with this company- they don't provide a fee until AFTER they've reviewed your…read morefinances. I sat through an introductory consultation where every account and asset I own was provided. I asked the associate upfront what the fee(s) would be to establish a trust. Her response was that Mr. Pierro would be in to provide that. It was pretty stunning to hear $6k and I am sure if I presented with fewer assets the fee would be different, otherwise there would be transparency. I've since established the trust, and that plus a will, power of attorney, and health care proxy were all executed with a different law office, specializing in estate planning for $3k.

    beware of Aaron Oconnor. Words cant give justice to how much of a nightmare it was working with…read morehim. He is the The managing partner in Latham. He literally abandoned me 2 weeks before we were due to settle because i didnt feel comfortable with what he negotiated. The negotiations took place off the record without my knowledge and nobody present. He tried bullying me and my younger brother into consenting to the agreement. When i asked for information and documents i was ignored. He was extremely immature, lazy and temperamental. If i was skeptical of anything he would get mad asking me if i was a lawyer. He would attempt to belittle me and lie so blatantly without even attempting to cover the lie up. there was no conversation he would just talk over you. He wants to tell you what hes going to do and what your going to do. He has no sentiment towards anyone at all. Jacob V. who is/was an associate there was assigned to my case originally. No complaints with him. He immediately went to work. Answered our questions. Communicated effectively. He was unwavering the minute we hired him for representation. According to Aaron he is no longer with the firm and thats how i ended up with Aaron. There may be other lawyers in the firm that are competent and wont treat you like a peasant. I dont know. This was my experience and it was nothing but anxiety the moment Aaron took our case. When we went our separate ways there were not any notes, documents, records of anything. He just pretty much winged it i guess who knows.

    BRPS Consulting - financialadvising - Updated May 2026

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