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    Caldwell Trust

    1.0 (2 reviews)
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    2 years ago

    this company will not have empathy when your parents pass away, they are all business...even though you are their clients now

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    7 years ago

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    Fidelity Investments

    Fidelity Investments

    (5 reviews)

    My experience with their credit card has caused me to begin moving ALL of my money to Schwab. I had…read moreBadger Bobs replace three toilet valves in my bathrooms for $900. They have been back to my house three times and two of the three are still not functional. I reversed the credit card the first time and Badger Bobs came back and Temporarily fixed the issue. Now that two of the three are not working again, I went to reverse the charge again but the last rude, obnoxious Fidelity rep I talked to stated that Badger Bobs said the item was fixed and she would not help me at all. Fidelity has provided the WORST customer service I have ever received in my life. I immediately canceled the credit card and am in the process of moving my account balances to Schwab. I have been with Fidelity for over twenty years, but upon researching I have found that Schwab is the leading money management firm for personal investors. Anyone in Lakewood Ranch should take note of this!

    They don't deserve any stars. I am still waiting for a cash transfer, and it will take 45 days, The…read moremanager Kelsey doesn't know how to use a calendar or a phone, when I called her extension it stated she would be back to work on Oct 7th the phone calls were made October 30 and 31, I decided to stop in on November 1 and nobody working knew where she was or when she would be there. During the 6-business day I left Kelsey 5 messages and after being on hold for a total of 6 hours she called me back today. One question I did asked if they were closed for lunch, they said no but I was on hold for 45 minutes and never spoke to anyone. Her staff like her doesn't use the calendar to let people know when they are out. In addition, Kelsey and her staff don't know to leave any message on their voice Mail explaining their absence or just don't care. I am going to transfer my money to Charles Schwab, which is across the street. I am still so mad so if you would like more information, please call my cell 407-509-9033 and ask for Anthony. Thank you and stay away from Fidelity in Sarasota.

    HD Money

    HD Money

    (3 reviews)

    I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

    We had been with Well Fargo Advisors for several years…read more However, the move to HD Money was the very best move we have ever made. The whole team stays on top of the market and watches your accounts as if it was their own. We just wish we knew about them sooner. Never been happier with the results we have had even in the bear market. If you are not pleased with your advisors, call Stuart today for an evaluation of your account. Frank and Phyllis N

    Caldwell Trust - financialadvising - Updated June 2026

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