I've been a Fidelity Premier customer for over two decades, primarily because my employer's 401(k)…read morewas held there. The service had been acceptable until recently. Following my estate planning attorney's advice, I instructed Fidelity to move certain assets among my family's Fidelity accounts. Then, out of nowhere, Fidelity's Back Office placed a restriction on one of my accounts without any explanation. I contacted my account manager via text and email and called the Premium Support line multiple times -- each time I was told the "Legal Team" was still reviewing the case, with no timeline or further details provided. After two months of silence, Fidelity abruptly sent me an account termination email -- again, without any reasoning or justification. It's astonishing how a firm of this size can treat long-time clients so poorly, while other top-tier private asset management firms consistently go above and beyond to serve their customers. Stay far, far away from Fidelity -- a bunch of incompetent and clueless cowards hiding behind their desks, afraid to face their own customers.

I have been with Fidelity for five years now, and couldn't be happier. Before we made any decisions…read moreabout our default portfolio choices, we met with our assigned consultant, who spent more than two hours discussing our investment concerns, our family situation, and what we were planning with respect to an upcoming retirement. After that meeting, we had another one scheduled to discuss our options and were pleased with the suggestions that matched our priorities and risk tolerance. The team of advisors that he works in tandem with have all been highly professional and helpful. I was initially skeptical about working with a large company like Fidelity, but I am happy to admit I was wrong--they have been terrific partners.

It all depends upon who your financial advisor is. We transferred our account to go with our superb…read moreadvisor. The 3 is because the app is good but they send out multiple corrected 1099's every year instead of waiting for all the reclassifications to be done - I'd give our advisor a 5, but not necessarily Ameriprise.

I believe they have now moved to Kirkland, but DO NOT sign on to work with Uddin, Label & Tinker. I…read morespecifically worked with Ian Tinker and had a terrible experience. Ameriprise has a lot of sales-y materials they make you fill out up front to define your "dream" but then they never actually make any good recommendations about your actual finances. Ian told me he wasn't there to sell, but what was the first thing he actually "recommended"? Ameriprise life insurance. Even though I'd already told him I get plenty through work. Guess who gets the commissions... After several months of silence, during which my accounts completely broke because of their website "upgrades", I finally decided to consider the $1K fee lost, and save my money while I could. Of course, closing the account wouldn't be an Ameriprise experience without them severely messing that up too. They double charged me for overdraft protection because they didn't close my account in time, cut me a check for the wrong amount because of more "technical glitches" and are now asking me to pay them back. Best part of this? Ian didn't even call me himself. He passed me off to someone in their "customer service" department. Gee, I wouldn't think Ameriprise would even have one of those. So do yourself and your money a favor - find someone else to give you financial advice. I bet a UW student could do better than these guys and they'd probably be a lot less full of themselves.

Capital planning is fantastic! We have been working with them for over a year and their attention…read moreto detail and their results have been outstanding. I wish we had found them earlier. Thanks to the whole team at C.P.

I contacted Capital Planning for financial planning and tax advice, and their founder Michael…read moreMiller thought I wasn't a good fit for their specialty. He proceeded to take 15 minutes (on the phone!!) to help me figure out which firm might work better for my unusual circumstances, which was very generous in my opinion. Not many people today, especially not top guys like Michael, understand that taking this time and action creates goodwill that pays off down the road. Most would just give you the brush off. With this kind of action, I would feel confident that Michael would be making good decisions with my finances, and a few years down the road I will be contacting them again.

I like Fidelity. Have used them for 30+ years. They have good people in offices convenient to me…read moreand their online tools are great.

Totally disappointed in this firm last quarter 2024. Their fraud prevention is causing too many…read moredeposit hold problems for thousands of customers.

I have been working with Aaron Nichols, and have found him to be thorough, insightful, intelligent,…read moreand of high integrity. We have developed an investment strategy that I like, and I benefit from wonderful estate advice that is unavailable from other places.

From the owner: Creative Planning is a nationally recognized wealth advisory firm dedicated to helping clients…read moreachieve their long-term financial goals. Our comprehensive wealth management and investment services are delivered by a team of financial planners, CPAs, estate planning attorneys and insurance specialists. All this expertise is in-house to help ensure your entire financial picture is working as hard as it can, day in and day out. Creative Planning is a fiduciary, which means we put our clients first. Every recommendation is in your best interests. Always. From private wealth management, investment management and retirement planning to trust and estate planning, tax planning, succession planning and more.

Customer service is beyond incompetent. My financial advisor said they cannot help me with doing a…read moreRoth Conversion. I contacted the main customer support line several times throughout Oct-Dec. Not one mentioned there is a December 1st deadline!! The last one gave me the number to Retirement Services. I asked about where to put my account numbers on the forms. She said nothing. I decided to check the forms again and found it. No customer service at all. If the Conversion is not processed will be closing the account and moving it elsewhere.

Communication is important…read more When you call the Bellevue Schwab Branch no one answers the phone. I was following up on a question the Bellevue branch had about a transaction I had made the day before. I tried calling the phone at the Bellevue Schwab branch but I could not connect with a person at the local branch. It seems Schwab has lost the importance of having a local branch to serve the people in the area. What could have been a simple call to a local representative ended up with me driving to the office. I don't believe it's a question of having people available because when I arrived at the local branch, three representatives were at the front desk. After finishing my business with one of the representatives, I tried calling from the lobby. I got transferred to Texas. I would ask Schwab to please pickup the phone and talk with your clients.

Brian Decker is at the TOP of his game, and he makes investing with him very easy and very…read moreprofitable!!

As always thorough, professional, and amazing! Brian Decker takes his time explaining our growing…read moreinvestments and answers all our questions in depth. We enjoy the weekly emails and helpful videos in addition to our annual meetings and updates. After 8 years of growing prosperity, we couldn't be more pleased with Decker Retirement Planning.