Ok, this business in Roseville is operated by Valerie. 1: she will not help you if you have under…read more$60,000. It's not worth her time..unquote.. 2. Unless you can provide ALL your information BEFORE said visit she will not see you!! She (Val) attitude issues.. She will also cut you off from the phone because she has to attend to personal matters!! I WOULD NEVER recommend her to anyone. She's NOT WORTH MY TIME and my money to make a living off my interest!!

I have had the pleasure of working with Valerie Hoy for the past 3-4 years. She is top of the line!…read moreThe care and confidence I had when we did our initial consultation was very high. She is such a smart woman. Whether its budgeting, getting out of debt or what she's best at, investing- she is AMAZING. Worth the extra drive for me. It's hard to know who to trust when it comes to your financial future- she's 100%.

To be retired and financially comfortable is a gift. Compass Financial Group has given me that gift…read moresince I signed on with their office in 2018. Richard Hill, the president, has a fiduciary designation which means his first obligation is to me, his client. Richard and staff are always reachable. They are patient and thorough in explaining the reasoning and methodology they use to achieve my financial goals. I highly recommend Richard Hill and Compass Financial Group to help people live life comfortably without worrying about finances. Eleanor DeMeglio

Richard Hill and staff have done a fantastic job of educating and guiding my wife and I on the…read moresteps we need to take now to ensure a secure and lasting retirement. It is much more than investing. It is a complete plan with thought into everything needed in our later years that we would have never thought of on our own. Schedule an appointment today. You will be in good hands.

This is the bank to go to! Just moved to the area and Malorie, Dee and everyone at the bank were so…read morewelcoming, so helpful, and made the task of switching banks, simple. They treat you like family... who doesn't love that? 5 stars- no joke

I utilize the services of Fidelity Bank as a trustee of a non-profit organization. I recently went…read moreto open a business account with Fidelity as I was able to experience their professionalism and low/no cost business checking. The staff are ALWAYS friendly, and helpful. I have never been to the location in Wake Forest, where I have not been greeted in a genuine and positive manner. This branch is literally a breath of fresh air. The process of opening an account is seamless, easy as pie. I received my products quickly and have been happy with the smooth transactions thus far.

Nick and Phil spent weeks educating me on their products and answering my questions. They weren't…read morepushy but followed up regularly as I run a robotics business and am running hard. I wanted to do some business with them as they have some unique products. I asked for references and called 3-4. All were good reviews. I couldnt find anything negative at all at the BBB or other outlets, so I moved some money to them and invested. Excited to see what they can do.

Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal…read moreinformation to their database without my permission after connecting with me on LinkedIn (using information that he obtained through combining dissociated public records and then combined in one easily hacked database) and has repeatedly refused to remove my personal information after repeated requests to do so. Emails sent directly to Capitol Financial Solutions and their Compliance representative (who no longer appears on their site) have remained unanswered. If this is how they treat an individual's personal information when they're trying to win business, I certainly wouldn't trust them with financial information--especially advice. Kent can seem to fathom regulations around PII and ethics. Don't trust him with anything else.

I love this bank! Staff is super friendly and very helpful. The manager Crystal is the bomb.com…read more She stayed late one night to help my son open up his first savings account. She could have told us to come back tomorrow but no, she stayed and patiently explained everything and even wished my son good luck with his first job. I have been a loyal customer for years and will continue to be for many more.

From the owner: Right By You is more than our tagline. It's been our commitment to be there when you need us, to…read moreoffer sound financial advice, and to do the little things that help make your life easier. For over 100 years, Fidelity Bank has been helping people just like you. Find out why businesses and families come to us first - and bank with us for generations.

Great people! Very helpful and knowledgeable . They were able to answer all of my questions and…read moregive instructions on how to set up QuickBooks. Would definitely recommend!

From the owner: Our business offers Online Quickbooks services which involves setting up Quickbook for small…read morebusiness owners and also, offering Quickbooks training session.