We rate these businesses mentioned in this post as ZERO…read more When customers join Fidelity, Fidelity investments tell you and explain how you are going to make and get all kinds of money when you get of age and draw the money. So you invest 40 to 50 years believing you will have all this money when you get in age to draw and fidelity has been treating you so nicely for all those years you feel well protected. When the time comes for you to draw your investments, then you find out Fidelity are 110% + fraud and don't want to easily release your own money to you. Fidelity will keep your money when you get in age to draw your money. Fidelity has all sorts of tactics to keep customers. First fidelity tells you about all the taxes you have to pay by taking your money, then fidelity starts protecting you from your own money by not releasing the money to you or your beneficiaries. Fidelity starts creating new rules etc., because you want your money. Here's what they did to my wife and I. In 2018 my wife was at the age to draw the money. Fidelity refused to give the money by saying their computer systems were down and fidelity refused to contact us by email in writing. Call them on the phone for a year + and all they did was question us over and over about our information, while refusing to give us supervisors, or people in charge including any information. What Fidelity did was continue trying to sell us other plans, then started mistreating us as a senior citizen. Fidelity said we should not take our money because we should buy medical plans etc., or help from others to function because requesting our money from fidelity is not smart and fidelity refuses to talk with beneficiaries. Fidelity continues to scam us senior citizen customers until we die, and then Fidelity keeps our money and starts working against the beneficiaries in every way. Therefore, we will never get our money from fidelity and the local police, Texas Attorney General does nothing to Fidelity. AG takes your complaint and files it and that is all the AG office does, filed with the Texas Department of Insurance, they take your complaint but does everything not to help you. Interviewed private Attorneys and they say it's going to be a long fight to get your own invested money back from fidelity and it's going to have a huffty price for Attorney fees that can't be estimated until the case is ongoing. $5000 to $20,000.00 to start a case is ball park figures. Went to BBB and fidelity refused to answer BBB . Fidelity took over BBB and BBB rated them as answered the complaint when in reality Fidelity failed to Resolve the issues or even answer the questions, as we gave them all of our processing information multiple times. At this point Fidelity just keeps our money and makes money with it, while we get no money. Never invest money with investment companies because they will keep all your money when it's time for you to draw it. BBB refused to list our complaint with Fidelity as UNRESOLVED. BBB is not good when it comes to issues they don't want to do. BBB will tell you the business is not accredited and they can't make a business gives a response. But BBB is misrating fidelity to the public by not rating the issue correctly because fidelity did not answer. The complaint against fidelity is UNRESOLVED because fidelity still has our money and BBB should list it as UNRESOLVED. Don't invest with these companies because once you get old, they will scam old people and no one will help and the stress they put on old people is meant to cause medical problems so they keep your money and you die hurting from their scam etc. It's your choice. If we had a chance to redo it we would never invest with any investment company because it's a scam etc.

Fidelity investments, are horrible "HORRIBLE", people ! I also have two doctors appointments, on…read moreOctober 2nd, 2024 that I cannot attend, or my medications, because of them withholding my fund's for no apparent reasonings at all !!

Extremely unprofessional, shady business practices (unethical), poor communication. Was not…read moreinformed by my landlord in any capacity that this organization (person) now represented the property I am a resident of. Starting getting emails out of the blue from this person sent at nearly 11pm at night from a free online email account (scam/fraud/worse?). Contacted my landlord numerous times, wasn't informed for months this person represented my property. After getting confirmation, and after having my rent raised 30% without any rationale or reasoning given. I asked to have a lease renewal sent over, which I filled out and mailed back within 48 hours. Paid the next month's rent, wasn't notified at all of any issues or problems until a month later was informed by another 3rd party that my lease renewal wouldn't be accepted because of a lack of communication?!? Which is precisely the problem I've had with Denise Michelle Investments -- clearly hypocritical. Also tried to double bill me for a previous months rent even though it was paid in full, trying to nickle and dime tenants isn't what I deem an ethical business practice.. Were I you, I would not rent from this person, nor have them represent your property.. Wholly unprofessional, borderline dishonest, shady practices, no BBB accreditation, communication skills are sorely lacking. Clearly not a professional, advertises on craigslist just like scam artists, has a shady online degree education wise, correspondence is of the quality I'd expect from a high school student chock full of misspellings and poor grammar, coupled with the fact they are too cheap to even have a professional email address. What professional emails you from gmail at 11pm at night?!? And even gmail filters their emails as spam! I'd also be wary of the clearly paid for reviews by people who only have 1 review to their name versus my hundreds of legitimate reviews -- someone is direly trying to pad their review scores on yelp -- again very unprofessional/dishonest..

Denise was excellent to work with when I was looking for my first apartment in Houston. The…read moreapartment she showed me was spacious, lovely, and very reasonably priced for being so close to downtown. Denise completed my credit and background checks within hours of the apartment viewing and had the lease ready on the same day. She brought a level of professionalism to the whole process that I haven't seen from many realtors working with low to mid priced apartments. I would highly recommend Denise to anyone looking for an apartment in Houston.

Kay is an amazing & experienced realtor that could not be easier to work with. I first worked with…read moreher in 2009 to buy my very first home. 2009 was an EXCEEDINGLY difficult time to buy, coming out the subprime mortgage crisis and housing bubble burst in 2008. The rules were changing constantly, and mortgages were difficult to get - especially for a first-time buyer. Kay was awesome and I felt like I was in great hands. I wasn't stressed out at all because Kay really went above-and-beyond and took care of everything, finding me the perfect home for my family. Kay was also my realtor selling that home in 2020, which was also a challenging time for real estate for obvious reasons. She found me the perfect buyer and took care of absolutely everything. I was beyond thrilled with the outcome for both me and the buyer. I felt like everything was managed fairly, respectfully, and competently. If there were any snags, I didn't have to deal with any of them because Kay again went above & beyond, even dealt with my very difficult tenant at the time and al the complications of doing viewings, etc. during the early confusing days of Covid. I would absolutely recommend Kay to anyone buying or selling a home. 11/10!

Kay is an intelligent and sophisticated Realtor who has uncompromising ethical code and a focus on…read moreservice excellence. She listed our home for sale and seamlessly guided us through the process. Kay is particularly adept in sales and offers utmost discretion, sophistication and incomparable experience. Working with her was a pleasure, she exhibited uncompromising integrity, professionalism and dedication to getting our property sold . From beginning to end her attitude was always positive and found her to be exceptional in communicating on a daily basis. If you are wanting to buy or sell your home, Kay is the best, she has an unparalleled mastery of the Houston luxury home market.

This is hands down the premier educational institution for mastering the skills required to succeed…read morein the financial markets. No other program compares to the depth, quality, and effectiveness of the training offered. The flexibility of classroom, online, and self-paced learning options makes it accessible to everyone. Best of all, the ability to retake the core essentials course as often as needed ensures your skills remain sharp, current, and market-ready.

Mark is a great instructor and is very passionate and patient with the students …read more He is very knowledgeable and teaches various methods to trade a particular option. Well worth the money spent for training.

Back when I used Oakharvest over ten years ago, they primarily focused on indexed annuities to…read moregenerate retirement income and how to maximize secure income. They did not manage security portfolios at the time. Now they have very knowledgeable people managing portfolios. Since my wife and I have significant secure pensions and social security income, it made more sense to place most of our substantial IRA funds into securities instead of annuities. Back then, Oakharvest only focused on retirement income and did not consider the negative impact large RMDs would have on on taxes. Oakharvest has come a long way since then and now looks at ways to mitigate future taxes through Roth conversions. Also if you need life insurance, they determine what product satisfies your needs and provides you with multiple quotes. Based on there approach today I would rate them a five star, but my experience 10 plus years ago pulls the rating down.

just now I had a valuable first consultation with Jared…read moreKenney. I found him to be knowledgeable, courteous and genuinely interested in my financial wellbeing. He shared with me the analysis prepared for me even though I chose not to be a longterm client. I would highly recommend Jared should you need assistance in money management.

Stephanie has guided me through early retirement budget planning. She is very knowledgeable in the…read morefull spectrum of financial planning and I particularly appreciate that she takes the time to ensure I understand each facet of my financial plan. I highly recommend her services.

I love working with Stephanie! I was referred to her by a friend and I have seen improvements in…read moreall areas of my finances, ranging from improving credit, navigating student loans, improving my retirement plan, funding my business, family emergency expenses and more. She provides excellent customer service, is easy to talk to and relatable and I recommend her to anyone!

Horrible horrible service. 6 phone calls and I get different info. Finally promised my check will…read morearrive, only to be told the day it was to arrive that the last advisor was wrong and it will be a few more days. Had already booked airfare and hotel reservations to meet with new brokerage company and have to cancel and I have lost all my non-refundable code. They don't care once you try to remove your money. Seriously crappy customer service

I've had my investments in Fidelity for several years and was managing my portfolio myself. I had…read morerecently retired and decided I needed someone to manage my retirement account which was substantial. I also wanted someone to help us decide if my wife could retire. We had preferred status with Fidelity. I went into this Fidelity to talk to one of the investors (Jay?). He looked over the Fidelity Online Planner which I had entered information beforehand. The Planner offered the basic scenarios and is not a reliable program to make retirement decisions. This investor looked at the Planner and said, "Well, according to this your wife should be able to retire." Huh? The guy never ran any other planning software to see if our investments were on track. He told me he would turn all my documents over to their investment team and he would call me back. I never heard from him and he never tried contacting me. I can understand if we were talking about a few thousand dollars and it wasn't worth his effort, but that wasn't the case. I have since moved/rolled all our investments into another investment firm, who by the way, said my wife should wait until next year to retire. If you use this Fidelity, expect bad service and keep an eye on what they do with YOUR money.

From house hunting to closing, Raquel was there for us every step of the way - and she was truly…read morewonderful to work with. She brought outstanding professionalism, genuine dedication, and fast, reliable communication. Her calm, no-pressure approach reassured us that she was focused on our long-term happiness, not just getting the deal done.Throughout the entire process, She was incredibly attentive- answering our messages promptly, keeping us informed, confident and valued. Her expertise was instrumental in helping us find and secure the right home. If you are looking for a real estate professional who combines deep expertise with genuine heart to guide you through your house hunting journey, we highly recommend Raquel!

f you use anyone else you're only hurting yourself - you want a realtor that actually answers your…read morecalls? That explains everything in detail? That goes above and beyond? Use Raquel. I had to deal with putting my late mother's house up for sale - and I live 1500 miles away. She has done everything for me - coordinated junk removal, got cleaners in it, continuously ran up to date comps so we could see where the property fell in the market every month. She ran by there and checked on the property from time to time and helped me make the best decision for which route I needed to take to optimize my profits. She handled aggressive investors for me and made sure I wasn't bullied into an offer I didn't like.

Barbi is kind, but I'm definitely Kinder. Just ask Morgan. Actually don't…read more This company is responsible for the gas lines that run through Westchase, which kind of defy the scenery in a lot of ways, but so far they haven't made all of Westchase blow up, so if I have to give them some credit, I'll give them some credit for that.

The Kinder Morgan Building is definitely a WOW. Its really nice inside. In the lobby there are nice…read moreartworks. Highly secured area! Very bling bling marble floors. Also the place is connected to the tunnels.

If you have any financial needs 401k rollover, IRA or key man policy I suggest you make an…read moreappointment and visit with their very professional team, I have used them for years, they offer a large variety if financial options. One thing I love is there willings to explain all your possible options in a way anyone can understand.

From the owner: At Wealth Development Strategies LLC, we offer comprehensive financial planning services, as well…read moreas other investment advisory services* to both individuals and business professionals. Our expert associates can help you with: *Comprehensive Financial Planning *Estate Planning and Wealth Conservation *Investment Portfolio Management and Asset Allocation* *Private Money Management Services* *Qualified Retirement Plans (401(k), Profit Sharing, etc.) *Business Succession and Buy/Sell Agreement Funding Strategies *Executive Compensation Plans and Deferred Compensation arrangements *Education Funding (529 Plans, etc)* *Personal Retirement Funding Strategies *Charitable Planning Techniques