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.

Dave has handled our taxes for a few years, and have been thrilled with his team's services each…read moreyear. My spouse and I have had unusual (to us at least) tax issues caused by living abroad and in multiple states. Dave navigated all of these issues with ease and I felt confident that he was capturing every possible deduction and credit. I recommend. A good value for the results.

David was very professional and easy to work with. We were very pleased with rate for his services…read moreand how he handled our somewhat complicated tax situation. Thank you.

this is the worst company ever they do not have good customer service nor good company policy is…read morebeen 2 1/2 years and we still cannot get a calculation or anything done for my mom's pension. Please go somewhere else to save your money and destroy your money for pension and survivors and all that this is not a good company with bad customer they do not help you. They do not communicate with you and they take a long period of time to handle your matters and we're still waiting.

I withdrew my pension from USAA through... I withdrew my…read morepension from USAA through fidelity and since November I have been told everything was all set for deposit on Jan 1, 2026. However they added a number to my account and deposited to the wrong account. I keep calling not getting any answers I am being told I just have to wait the is unacceptable. Clearly I took this money out because I needed it. They made this mistake I did not this should be something they can fix on their end. I am so upset I will close any accounts I have with them and tell everyone I know. We are better off having our money with Charles Schwab. No one over there is taking accountability for their error. They will not allow me to speak with anyone else there at all!! This is not okay I have been dealing with this since November. Please if anyone in Corporate can call me or reach out to me. This is not my mistake I need my money. No one is helping me at all I am getting the run around being told different things by everyone. Sierra from employees resolutions said there was nothing she could do I have to wait like I have been everyday with them doing nothing for me. They won't even call USAA to get my money back.

My experience with fidelity investment bank has been positive. Their customer service agents are…read moreknowledgeable and patient. They are fast at resolving problems. Their website has wonderful features that are not hard to use. Their phone app is really neat. I am very impressed by how they conduct business.

Can't believe what a horrible experience I have had with Fidelity. I don't know if they use AI for…read moretheir customer service representatives but the people I have spoken to are completely unfeeling like robots. Not sympathetic or helpful at all to the problem I have been having with my 1099R form. They refuse to amend the state that they have on there. My tax advisor and everywhere I look online says that Fidelity needs to make the change. They refuse. And it makes things worse when the person you are speaking to literally couldn't care less about your problem. Just an overall horrible experience. Really a kick in the gutter.

Horrible company we quit using there services and 7 months later decided they needed more money and…read moredecided to start charging us for no service. poor business model if your using them now get out before they start pickpocketing you to.

This company is terrible. We have literally lost thousands because of their lack of attention to…read morefixing our configuration. I'm tired of calling begging for their help. Customers vote with their feet, and we are running, not walking, away from Flagship. They are a sinking ship.

To Whom it May Concern! I would like to commend the…read moreexcellent work provided by Alex Perez, Branch Manager I, Adiene Oses Relationship Banker III, at USALLIANCE Medford MA. Their attention to all our needs and personal interest in us were more than one could wish for. Adi truly knows what she is doing. She has been very polite, personal, and pretty intuitive about how to handle customers. She is very patient and really easy to get along with. She's so smart and kind. Alex's positive and enthusiastic attitude, his knowledge and professionalism, his genuine friendliness, patience and attentiveness really helped us. We can't recall if we've ever met somebody who is willing to work so hard. We will definitely recommend USALLIANCE to our friends looking for help with the Bank. Thank you all for the great experience! Sincerely, Vera & Boris Tsirelson.

this bank.gives you more than anyone could ask for! they…read morehelped me through an "on line scam". they protected me through all the b.s. *** most importantly** they nevef judged,hurt my credit score, never ever looked down upon me.. they "literally care" i have never been treated so kindly,so supportive,and with the level of respect "we all dream.of" i 100% mean this with all my heart! they dont have commercials, (so no marketing cost) they are real! i promise you

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.

I've been working with Beyond Your Hammock and Owner Eric R since November 2015. I am a…read moreself-employed consultant with a variable income because I work on a project basis. I contacted Eric because I was struggling to manage known and unknown expenses, while also meeting specific goals and also saving for retirement because I am not always clear on my future income due to the nature of my work. Eric helped me bring stability to my financial and life situation, and helped me to set myself up so I could also meet my financial goals this year and beyond. He is very organized, objective, helpful and responsive. Eric is also very trustworthy. He also provides great general financial management guidance from excellent and credible sources. I highly recommend working with Eric, especially if you have a variable income and/or have specific goals you are looking to reach.

From the owner: Beyond Your Hammock provides financial planning for entrepreneurial-minded professionals who want…read moreto learn how to live well today while planning responsible for tomorrow.