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.

I don't expect them (Fidelity) to read this or care, but this is what I just submitted to the…read moreBetter Business Bureau.... Two out of the three agents I spoke to, on three separate occasions, severely misinformed me, specifically about the estimated time of arrival on which I would receive the funds (paper check that had to mailed) I withdrew from my retirement. Assuming I would have already received the check, because I received the "Distribution Statement" on Monday, July 14th, 2025, I called Fidelity and was specifically told that I would receive the check on Wednesday, July 16th, 2025 (today). Today, I arrived home, checked my mail, expecting the check and it was not there, so I called to find out why. The nice representative that I spoke with today did her due diligence (unlike the two prior), apologized profusely and informed met that the ETA now would likely be next Thursday, the 24th, which is totally unacceptable. The original transaction took place on July 1st and I was told that I would receive the check in "7 to 10 business days, that being said, July 4th is a holiday". Check wasn't even cut until July 7th, not even mailed until the 10th, was verbally told on Monday that I would receive it today (16th), and now the 24th?!!!!!! It is 2025 and it takes 24 days from the date of the transaction to receive a check? This "miscommunication" is going to cost me anywhere from $3000 to $4000. I can certainly understand a 3 or 4 day delay, but we are talking about 14. All these calls were recorded, so feel free to go back and listen. I hope someone does. Fidelity is a huge company, with billions of dollars, and I'm just a nobody, with a small 401K, in their eyes. They need to treat all their customers/clients the same way and make this right!! Thank you for your time.

We've been Fidelity customers for many years and we've been very satisfied. The size of our…read more Fidelity portfolio gives us a personal financial advisor who meets with us regularly (at his office pre-pandemic, on Zoom since) and has been very helpful. We use the website for tracking our portfolio, moving money electronically, etc. If, for example, we need to move, say, $25k from Fidelity to a bank checking account, it takes about a minute on the website, and it will get done by next business day. If we have something more complicated, we phone, someone answers right away, and they find a way to do what we need. (As an example, several years ago I needed to do some fairly complex maneuvers to make cash flow work for a home purchase; Fidelity helped me get it done.) We get small perks like a no-fee debit card that we use for ATM withdrawals because Fidelity refunds us any fee an ATM charges (anywhere in the world). I don't know why other Yelp reviewers have had such unhappy experiences, but we have never run into bad service or a problem that couldn't get solved.

Fidelity Investments removed my wife without her knowledge on our joint cash management portfolio…read moreand randomly inserted another woman who we don't know on our account . I think the statement above should tell you the story of how I feel .

We have continued to call and email Fidelity Investments. They refuse to talk to us about the money…read morethat was stolen from our account. Someone hacked our retirement account and stole $10,000 from us and Fidelity is refusing to stand behind us despite a healthy 7 figure portfolio with them.

My husband and I have been dealing with an identity theft situations for 4 months w Citibank! At…read morethis point we feel scammed by Citibank itself. It was their fault they ALLOWED someone else to change our security info so we couldn't get in but that's another story. They do not have a system to deal with the public in these situations. There is NO POINT PERSON handling your case. Every time you call, and oh yes, YOU HAVE TO CALL, it's HOURS OF YOUR TIME having to go over everything again. No one is moving your case forward. You keep getting pawned off to other departments: customer service, security, fraud, media services. And one dept does not know what the other is doing. And many of the people are not even working on our shores and don't speak the language clearly enough. They have pat phrases and ridiculous scripts. We are out over $6,000 and we've been working WAY TOO HARD to get citibank to reimburse us for money they KNOW AND TOLD US WAS FRAUDULENTLY TAKEN FROM US.

Citizens bank punishes it's customers by refusing to release their deposits in a timely manner and…read moreresets hold times by picking up the phone and replacing on hold.

This is a warning for any potential customers to stay far, far away from this company. I have never…read morebeen treated so rudely on the phone by an agent than I was today. I have been a loyal customer for almost 20 years without a single claim. I will reporting this company to the BBB as well as many other reviews and sites. It's completely unacceptable to treat any customer like I was treated. I have only posted a negative review for one other company and that was over 17 years old. That's how bad this company is.

Their website only let's you pay the current bill at the exact amount, not a penny less or a penny…read moremore. I paid my bill online 3 days before it was due on 11/27/24 and bill was due 11/30.. 5 days later they upped my bill without warning and canceled my house insurance. I then had 3 weeks to pay the 13.60 difference. When I went to pay it online, it said I can only pay 9.60 because online payments don't add the 4 dollar fee. So I could not pay a penny less or a penny more than exactly what was owed. Proving they have shady practices and my bill was paid in full, and they added to the bill without contacting me, and canceled my insurance.

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.

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.

Yikes. The Chicago branch seems like a bunch of scammers. They somehow got our private company…read morephone list and literally called one person after another, trying to get a sucker or lead. It looks like they are commission only so they will waste your time with products you don't want or need to get their fees. No reputable firm would conduct business this way.

Poor communication of standards and heartless policies. You can literally have a single payment…read morefail correct it within hours and they will hold it over your head forever as an excuse to charge you 30% rates indefinitely. They do not care about businesses at all.

I've called seven times in three days just to get a simple payoff letter, and still nothing…read more Forward Financing has the most disorganized, unresponsive, and downright disrespectful customer service team I've ever dealt with. They charge usury-level interest rates that are flat-out illegal in my state, and when you finally bite the bullet to pay them off, they ghost you on the payoff paperwork. It's like they intentionally make it impossible to close your account so they can keep collecting. This isn't just bad business -- it's predatory. If you're considering working with them, don't. Go literally anywhere else.

TJ Dyer is " top notch". Fantastic customer service extremely knowledgeable, professional and…read morepersonable.