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Fidelity Investments

4.1 (7 reviews)
Closed 8:30 am - 5:00 pm

Services - Fidelity Investments

Investment management

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Lane Daniel & Associates

Lane Daniel & Associates

(1 review)

I have never dealt with anybody like Daniel. Thats a very bad thing. I send my check to the state…read moreof California, and I send my info back to Daniel minus the check for $125.00. Sure enough Daniel calls me saying, he can't file my taxes until he gets paid. its funny how when i tried to get a hold of Daniel over and over and over again to see what the problem with my taxes were, he could take time out of his day to respond to me. Now that he didnt recieve his money he call me immediately. When he did call asking for his money, my response was do you deserve this payment? Mind you it took 7 months to do my taxes, with repeated efforts to contact Daniel with no response. He said yes. He also said that he would have gotten the same results( me having to pay the state, for the first time in my life too) if it would have taken him two weeks. My math isnt that good but 2 weeks(14 days) is a lot less time to wait than 7 months (210 days). I understand that the service he provides cost money, I would like to think that my time is worth something. All the time i spent calling Daniel, and stressing about my tax situation, and having to bug the accounting dept. at my work to get another copy of my w-2, should be worth something. to sum this up: 1- sent my info into your office in March 2- time after time getting no response from Daniel after calling and writing letters. No calls back, no text messages, no e-mails, no letters in response. 3- a service rendered after 7 months, which should have taken two weeks. 4- being charged $125.00, (which was never disclosed to you) 5- Then saying if the payment is not enclosed, Daniel will not finish the service. 6- I feel like my taxes are being held hostage. I have never felt so wronged in my life. if this is how Daniel treats all of his clients, I dont understand why he is still in business. He cant respond to my questions about my taxes, but he can call me and ask for his money. Thank you Daniel for letting me see how you really are. i now dont trust you, or your company. I really hope people read this and take their business elsewhere. Do unto others Daniel! I am a heavy believer in Karma, so I believe what goes around comes around. I hope it does come around. You cant treat people like this and get away with it. i hope you sleep well at night Daniel. i know i will after this, and after i file a complaint with the better business bureau.

Fidelity Investments - investing - Updated July 2026

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