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    JW Cole Financial

    1.0 (1 review)
    Closed • 9:00 am - 6:00 pm

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    4 years ago

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    R.J. W.

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    Fidelity Investments

    Fidelity Investments

    (9 reviews)

    Town N Country

    Fidelity made one huge mistake after another after another and refuses to rectify it. very widget…read morefinancial investing find an alternative. They were being sued and decided to so I'm trying to get in as part of their settlement because I lost money through Fidelity in May of this year 2026. I asked for $300 a month from Fidelity instead they gave me the full amount and send all my tax money to the IRS. At rectify it by asking me to send back all the money I sent it back via cashier which is what the banks offer and Fidelity said certified a cashier check and the certified check is just about the same. I even went to three other banks none of them issue anything but a cashiers check refused to cooperate in and now almost with the IRS I mean I will be 72 years old this year. I am living on Social Security and no pension. This was the only money I had 401(k) it was about $81,000. How do you make a huge mistake like this and then to rectify it

    TUESDAY - Is anyone else having an issue with getting their money from Fidelity Investments? I'm…read moreabout over it with these folks. Going on six weeks now trying to get a check cut, made out to the correct party, and put in the mail. How many times - weeks apart - should I hear "It's pending" or "I'm not sure what happened." Glad I'm making the change away from using Fidelity! People, there are other places we all can use - and that's my experience and review. I have more to say but "It's pending!" #fidelity #moneymanagement #retirement FRIDAY UPDATE: What does "pending" mean? Well, still no $14K check from my Roth Account. Still no tracking number that was promised on Thursday (yesterday) when I followed up on the status. I doubt I'll get it today as promised. I've been lied to twice now. I guess it's still "pending." Pending means = Black Hole, no action, no customer service, and we'll get to it, when we get to it. I guess it's time to report a theft. Do a YELP review. Report to the Better Business Bureau. And maybe pitch as a news story. Going on 7 weeks now. I would STRONGLY recommend doing a rollover to a financial planner that cares about you as a person or business. #fidelity #financial #financialplanning #fidelityinvestments #consumeraffairs #betterbusinessbureau

    JW Cole Financial - financialadvising - Updated September 2026

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