My Fidelity team is outstanding in managing my investments…read more Each year my profits reach excellent returns. Extremely pleased with my Fidelity team in Fairfield, CT.

They closed my accounts after telling them I would after unreasonably holding my check deposit for…read more25 days. They are completely psycho. Reported to FINRA about a dozen times.

Blue Keel is amazing! My husband recently became an independent contractor. When he did, we had a…read morelot of money in his 401K plan, that we weren't sure what to do with. His company was going to charge us a huge fee to keep it with them, so we needed to do something! From a referral, we found Charlie, with Blue Keel. He explained all of our options and then once we decided on a solution, he was able to send me over step by step instructions on how to follow through with everything. I was a little worried, since he's on the east coast, and we're on the west coast, but he eased all of my worries. It turns out, you don't need your financial planner to be in your backyard! He made the process so much easier than I thought it would be. We had a conversation about the types of stocks and bonds that we wanted to invest in, and Charlie put the money where we wanted. I've been very happy with the results, all for a totally reasonable fee!

From the owner: Providing fee-only, independent financial advice to business owners and executives to help grow…read moretheir business, maximize after-tax income, and align their own needs with passing on a legacy to their heirs. We uphold the fiduciary standard of care, the highest level of care offered in the financial services industry. We only receive compensation from our clients. No commissions, no kickbacks, no pushing products on our clients that are merely deemed "suitable". We provide total fee transparency - no fine print.

Josh and Anthony have called and emailed me over and over again about the 'separation from my last…read morecompany'. I told them I was not interested in their services and my new company offered all of them but they would not stop calling. Finally I spoke to Josh today and told him I was not interested so he tried to sell me on some other product and spoke down to me the entire time. Rude and annoying, not a good combo.

Sabra Donavon is the absolute best! She is effective with discussing retirement issues, dealing…read morewith setting up college funds, etc. Personable, caring and knowledgeable; she has my thumbs up!

We're so grateful to have had the opportunity to work with Jack Watson. He's very warm and friendly…read moreyet also extremely knowledgeable in his field. We had a A++ experience. If you're looking for someone to trust with your personal and/or business financial portfolios like we were, look no further- Jacks your guy.

From the owner: Our mission is to build lasting, connected relationships with our clients and their families by…read morehelping them build and manage wealth for themselves and future generations.

Great service, efficient, honest, found us breaks the others missed.. found our new tax guy after…read moreseveral YEARs of disappointing returns.. give him a call, you won't be disappointed.

Best Tax guy for teachers, knows everything that a teacher is able to claim and does it for a great…read morevalue. Have recommended Kevin, to many people and they have recommended him. Once you use Kevin, you will never leave!