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    Prime Financial Services

    1.0 (1 review)

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    1 year ago

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    Fidelity Investments

    Fidelity Investments

    (33 reviews)

    Willow Glen

    I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

    This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Paige Fiduciary Services - Founder of PFS

    Paige Fiduciary Services

    (10 reviews)

    Cambrian Park

    It was two days after Christmas of 2024 when We got a random phone call from a "fiduciary". Had no…read moreidea what this was. Had to Google it to see if it was a real thing. Looked up Paige Fiduciary and found Stevie Slaughter. Seemed real enough. Called her back with caution, not knowing what to expect. She was calling about our Mother. Mom was in the hospital and wanted me to know. Sadly we had been estranged for many years with no contact. We were able to meet Mom and reconnect. We got to spend the last month of her life smiling, laughing, crying and being a loving family. After getting to know Stevie during this time, we had many interaction regarding the details of the Estate and what Mom's wishes were for care etc. We found Stevie to be the most honest, caring, professional advocate for our Mom. Stevie lived the term "guardian" with all her clients. I know without a doubt she would protect a client as if it were her own family member. She and her staff were amazing at helping clean out Mom's house, helping to arrange funeral and burial services, as well as handling the financial aspects. She was constantly reaching out to us and willing to offer her knowledge of ways we could handle things. We both owe the deepest thanks and gratitude to Stevie. If it were not for her doing we may never have gotten to reconnect with our Mom for the last days she had. Stevie became and always will be a dear friend for what she did to help our family. I would suggest her to anyone that is even thinking they may need end of life services. She will not disappoint and will be on your side 100%.

    This Individual makes too many mistakes and has hate in Her heart. I was excluded!! discriminated…read more! and lied too every single time I had an experience with this team it was negative and degrading . Complete joke. Shit show. From hell I was told I was priority to pick first since I'm the oldest grandson and that was a complete lie. Everybody got to pick before me and it's evident changing the options to choose. This person needs to hold herself, some accountability and lose her license. She's breaking too many rules that she has an obligation to uphold her license! Crooked ! Rip off !!! Total disappointment and no, never provided full accounting, which is a beneficiary right and a fiduciary duty to provide she plays favoritism, which takes from a family and causes issues. She'll take your money and run , and get your family to turn on you! Evil person ., A true wolf in sheep's clothing! She lost everything I was told from my lady cousin ,supposed to give to me she had held for me .. never got them .. junk jewelry with Missy diamonds popped out ,total disrespect.. baby has the oldest grandson I was supposed to go first and Pick like she said well she messed up and gives everybody else a chance to pick my first pick out of one out of five. My little sister got ! Ha ha how the hell is that fair? She caused an uproar with me and my family , and they should take her license away. I want my accounting for accounting not what you want to provide. That's not providing full accounting that's being a control freak and breaking the law.

    Prime Financial Services - financialadvising - Updated June 2026

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