Thanks to Garrett's support, instead of constantly trying to put out financial fires, I'm now on…read moretrack to be debt free this year, have an emergency fund, and more consistently align my finances towards my fiancée's and my values and goals. For context, I first found Garrett while searching online for a finance coach, and I resonated with his optimism and supportive tone on his website. I proceeded to have an initial call with him, and just like the tone on his website, Garrett was warm and friendly. He was attentive, curious, and professional, and he showed up with structured programs combined with a willingness to adjust and be flexible for my specific circumstances. He clearly had the training, experience, and skills, and I got the sense he walked the talk, invested a lot in himself, and put in the work to live authentically. I was eager to work with Garrett, but I still had my hesitations. I was on track to go deeper and deeper into debt. Did it really make sense to hire a finance coach and add on another expense in my life? At the end of the day, I had to conclude that I needed additional support. I tried reading books, getting support from friends and family, and making changes on my own, and I wasn't getting the results I needed. It's as if I had tried to heal a broken bone on my own and then realized I really needed to hire a doctor. I had to admit that I couldn't do this with my current approaches, and Garrett had been able to help many others before me. After discussing with my fiancée, Jasjeet, we hired Garrett to support us as a couple. I'm so glad we made that decision. Garrett continued to show up consistently with the aforementioned qualities, and after only 7 sessions, I experienced the following results. - Alignment with Jasjeet on our priorities and financial plan which includes being debt free this year and having an emergency fund - New tools for successfully talking about and getting aligned about finances with Jasjeet - A shift towards feeling more empowered and steady in my relationship with money Of course, Jasjeet and I also needed to put in the work to show up to the sessions and do the work in-between sessions. So much credit for our success goes to my fiancée. As our coach, Garrett helped guide us with a listening ear, honest perspective, tools, and strategies. Thanks again, Garrett, and I'm looking forward to continuing our work together!

While I have not yet chosen to work with Garret, our initial call was fantastic. He was extremely…read morepersonable and walked me through what working with him would look like in a very transparent and non-salesy way (this is coming from someone in sales). Garret took the time to understand my situation and then outlined our his services may help. At the end of the call, rather than hard selling me, he told me it might be smart to try it on my own first and then come back if I was running into the same issues. I could not recommend him enough solely based on our intro call.

Fidelity investments makes the entire process of plannyand investing relatively easy. Its a plus…read morewhen your workplace utilizes Fidelity Financial services as their 401K plan administrator. Clearly each company establishes parameters and discounts for using the service. Previously i was using Charles schwab and the app on my PC was rather cumbersome to use and the fees were higher because they did not administer my 401k account. Fidelity the app on my phone and on the laptop make it easy to understand and dive for info and research. I would highly recommend them as a financial advisor or as a 401k administrator. I have them since September 2023 and i dont think i would change it, i like the way things are running now.

Fidelity has always stood by me. They've educated me about the economy and investments. They've…read morenegotiated or advocated on my behalf and resolved problems in my favor. They've kept appointments and gotten back to me quickly. They helped my investments grow and they've helped me set up a charitable trust so my assets can benefit others. No investment firm can guarantee the economy for the short. term. However, if you have a reasonable timeline, corporate profits will grow over 10-15-20 years and your investments will grow with them; and you will slowly become wealthy.

Abbi behind the receptionist desk provides exceptional quality service for her clients. She is…read moreprofessional, patient, knowledgeable and friendly towards every customer. In the past eight months I had completed four financial transactions with her help. I feel very satisfied with her service. Thank you, Abbi.

On my own volition, I feel compelled to sing the praises of this Charles Schwab Forest Hills…read morebranch. After meeting David at the office, I was immediately impressed with his knowledge and anything but haughty manner upon sharing. You never feel as if you are receiving unsolicited advice with the purpose of benefitting one family at the expense of another, namely my own. He has a human touch about him and never made promises he could not keep although his indefatigable efforts always surpassed my uncompromising expectations. David has superlative listening skills and is never opportunistic or pushy in his business dealings. After fully appreciating my financial needs and personal tolerances, David seamlessly facilitated communication with William, another gem of a person and experienced specialist. Speaking to him was also a revealing pleasure as I did not feel judged and always learned new aspects of investing that were never imposed. Some people have the uncanny ability to translate complexities into practical implementation while details remain intact. Unlike competitors who are not as transparent, Charles Schwab reminds you of pending bond expirations, for example, so you can calmly decide what your next steps can entail. In the interim, you do not feel like a fixed entity in a barracuda laden sea whose waves are violently engendered by the proverbially perennial "hard sell.". Aa Sinatra once acclaimed by way of his art form, "Regrets I've had a few." While I regret not associating myself with this fine establishment before, I sense my best experiences characterized by the team's steadfast intelligence and moral rectitude await. A company is as valuable as the fine employees whose ethics embody how wealth is measured in human terms. These two lovely gentlemen are quintessential professionals who make me feel consummately comfortable.

Zena is the absolute best. She listened to our needs and presented three options for an out of…read morestate relocation that hit every criteria, off market and under budget. Most highly recommend!

I cannot recommend Craig Paulson highly enough!…read more I was going through a very challenging personal situation when I started my apartment search, and Craig treated me with immense kindness, empathy, and respect from day one. He went above and beyond to show me a lovely apartment in Brooklyn--complete with a private backyard--owned by a wonderful mother-and-son landlord team. But what truly set Craig apart was his dedication: he was quick in responding to communications and stuck with me through the entire application process, guiding me through every detail until the keys were in my hand. His professionalism, patience, and genuine care turned a stressful time into a successful move. I am incredibly grateful for everything he did for me. If you need a real estate broker who is not only dedicated and sharp but truly cares about his clients as human beings, look no further than Craig Paulson!

very rude 20 something's at front desk. very disrespectful. Had to call a manager Melanie to help…read moreme, she literally said she was doing me a favor and all i asked was her to print out my tax forms.

The 22 year old clerks with attitude at this location really do Fidelity a disservice. Customer of…read moredecades - recently moved to the area and this became our branch - took a necessary form to them for notarizing and was treated so rudely that I was shocked. Kept waiting for a half hour with no explanation, dealt with two different clerks who were rude, arrogant and most importantly INCORRECT in how they handled my visit, telling me they couldn't notarize their own form. Just received a call from a central Fidelity office asking me why I hadn't had the form notarized by Fidelity... well, because your own rude incompetent staff turned me away. There is something wrong with this branch.

They should improve their services, investment funds can't continue to go unaccounted for. I have…read moreother accounts and Laura jane hertges inc. was really helpful.

Don't trust this bank. Do not trust them with your money. I have complained to the Consumer…read moreFinancial Protection Bureau. They did not respond. I registered a complaint with the FDIC. Check out their F rating on the BBB or visit Trust Pilot for more on their tactics and disregard for federal regulations (Reg C in particular). They do have some very fancy trading software.

Great guys who take the time to explain what they're doing. And excellent returns, even in…read morevolatile markets.

Jason and Elliot are so easy to work with. Love the transparency of the company and the…read morecommunications with clients. They're very helpful with setting up accounts and any questions you have. They are also very accessible and return calls promptly. Of course the best part of investing with them is how my portfolio is growing. :)

I was with my parents and they needed some help with their investments…read more We went over to there local Fidelity office and spoke to their personal advisor. The location is absolutely beautiful and very well laid out and designed. The advisor was very nice and extremely helpful. If in the area again I would defiantly recommend this Fidelity location.

If you deposit a cashiers check at Fidelity, they will hold your money for one week…read more A cashiers check is cash. Stay away!

Absolutely the best service. Since I found this accounting group filing taxes became a pleasant…read moreexperience. They are so knowledgeable and organized and have excellent knowledge of every type of situation. So we just went to our annual tax appointment and it was such a good experience and they did it very fast, on the spot. Simply genius, the best. High fives all around.

Super helpful and friendly, and got me the best return I've ever had - what a fantastic combo!read more

I have several million dollars in the stock market and I wouldn't think of having anyone other than…read moreMichael DeRose and Park Ave. management some of my assets for me. Even when the market is getting clobbered - The strategies area nimble enough to make sure I don't get hurt Very actively traded strategies - so they seem to be able to money no matter what the market does very personable - always picks up the phone to talk to me Great staff in NYC & Brooklyn Offices.

From the owner: Park Avenue Asset Management Inc. is a Privately held Global Introducing Brokerage firm head…read morequartered in the Financial Capital of the World - New York City. Throughout the years Park Avenue has become a proponent of Managed Futures as a means of providing a Low Correlation Asset class to clients in an effort to balance their overall investment portfolio.