A few of my trusted friends referred me to Fidelity and I listened to both of them and I had a…read morewonderful experience. I called and made an appointment to meet with Sean Burke who is an Investment Consultant at the Boca Raton branch. He agreed to meet with me at 8am so I wouldn't be very late for work. The branch opens at 8:30am and Sean came in early. Excellent customer service right off the bat & I was impressed. My goal was to transfer assets from my previous firm to Fidelity-if I felt comfortable. Well, if you know me at all, then you won't be surprised that I had many, many questions. Sean sat with me for almost two hours answering every single question I had. Granted, many of my questions were repetitive, but still he remained calm and patient with me. We called my previous firm to close out my account and transfer my assets in kind, which means as is. I was told it could take about a week but it just took a few days. Fidelity is a diversified investment brokerage, offering investment products. They also have 24 hour customer support which is important sometimes. I did call on Saturday night about 1am and was pleasantly surprised I was connected with an agent in Boston and not India or the Philippines. Glad to see they don't outsource like so many companies are doing. You can set up your account online or go into the branch, whatever is best for you. I arrived for my appointment and was warmly greeted and offered a bottle of water or cup of coffee. Such nice people in the Boca office. I had a fantastic experience and I am comfortable with my decision to move to Fidelity.

made an appointment for 3:30 in Boca Raton. sat there for 40…read moremin no one even came out to acknowledge us. Got up and walked out. If they did this when I wanted to invest who knows once I signed on the dotted line they'll never get back to you. Do not recommend investing with them.

Best financial services in the country. Satisfied client for ten years. Not much more needed to b…read moresaid.

A few months ago I attended one of their evening events. It was professional, non aggressive/high…read morepressure and more educational than I had expected. Since then I had several meetings with Andrew. He was very knowledgeable, receptive to my needs and not pushy. Their follow up and ease to contact them is well above average. So far I highly recommend this company and their great staff!

From the owner: Global Wealth Management is focused on helping clients achieve their ideal retirement by providing…read morethem with both innovative and traditional retirement planning and investment management solutions.

My parents had Oyer, Macoviak and Associates since they moved to Florida 26 years ago. Since their…read morepassing Oyer is now taking care of my needs for car, home and flood insurance. They take care of everything. The staff is always polite, professional and knowledable. I know that they took care of my parents with all the best intentions and I will continue to use them for all my insurance. I wouldn't go anywhere else.

I have been a loyal client for many many years & I have complete trust in this company…read more I have been through a few hurricanes and Oyer was right there helping me every step of the way. Oyer is not only knowledgeable about all your insurance needs, but will take the time to educate you on what best suits your needs. I am very happy and grateful to have them as my insurance agent! I highly recommend Oyer for all your insurance needs. A loyal customer Ronna

I have been talking to Katie for the last year or so. She's very knowledgeable about tax…read morepreparation & tax strategies. I usually have a good idea of what the outcome should be; Katie is a great sounding board to validate or add upon the tax thesis. Her pricing is fair and reasonable. Great experience, value, and quality to her work. She's a keeper

Good responsive accountant, good disposition... am very pleased so far! Has plenty of positive…read morereviews on-line.