My fidelity representative gives me free retirement advice while taking my concerns and ideas into consideration. I have improved how I invest and am much more knowledgeable about my investments. If you are looking for an advisor I can't say enough good things about Jason! Jason Saks Planning Consultant 609-716-8156 ext. 80343 read more

Dropping by this Fidelity office in Lawrenceville, NJ, was convenient when I worked nearby at the Quakerbridge Executive Center, but even since moving to downtown Trenton and Bucks County with my legal practice I manage to stop in once in a while to find out what their representatives are advising for investment. The company has a big chunk of my directly placed funds, and I have always found that their recommendations and products are solid safe places to park assets. These days, I am mostly concerned with funding and maintaining a 529 Account to pay for college/graduate school for my engineering major son who is in his junior year, and at best only half way through his higher education. Of course, the overall state of the economy and more specifically the stock market are the key elements in all that, but I have been very pleased with the performance of the plan selected when he was young lad. Sometimes a semi conservative long view is the way to go when planning for life long goals like education, retirement and estate planning. I have used other investment companies over the years, but Fidelity is the one I have stuck with the longest for such choices. Having a nearby office to sit down and consult directly with a certified representative is an excellent way to go for the basics. Knowing other people I trust in the business for deeper analysis isn't bad either. read more

Great customer service and great advisors! James explained everything to us! About all the Investments! He took care of all the paper work!!! read more