Three cheers to Famiglio & Associates for being on top of things amidst this COVID 19 situation…read more Because of them, we were able to see through what could have been a very complicated understanding of what is offered by the Stimulus Package. Despite being personally located in New York, they were able to support our needs. Thank you to them for making this experience easy and comprehendible. We are ever grateful!

We had a very disappointing experience. Despite premium pricing, the level of service did not meet…read moreexpectations. Communication was lacking, and overall execution fell short. I would recommend considering other options.

Jeff is truly an expert in understanding risk tolerance. He is the best at what he does and I…read morereally appreciate his quarterly meetings. I now can feel confident about my financial future!

I just had to write a review. Jeff Labelle is so good at what he does. Not only does he stay on top…read moreof my account, which I have found many other financial advisors do not, he always responds to me promptly whenever I have any questions or concerns no matter how silly they must be to him!!

Jakob Hart is a true professional who cares about helping his clients manage all areas of their…read morefinances. He is knowledgeable and dedicated. I highly recommend him.

I had been seeking for a firm which I could entrust with managing my investments. I was had been…read moretrying 3 other firms prior to this, and I did not feel they were working FOR ME. In mid 2018 I proposed they manage 40% of my IRA and I will manage the other 60% and see how they compare with my management, and they agreed to do so. I did fairly well, but they did it a bit better, so I felt confident with them taking over all of my IRA and two other portfolios in early 2021. The main reason I did that was to manage my investments for Betty, my wife, should I pass away. AND they did fulfill their commitment to reduce their fees from 1.5% to 1% if they grew their customer base, which they have. But not only due their management my investments but they offer many other services to advise their clients regarding life planning, taxes, etc. And to enjoying living while they are entrusted to handle my investments. A FULL service not just investment advice. I strongly encourage others to entrust HD Money as I have.

Registered for an event in a neighboring city. Received text messages questioning, in my opinion,…read moreif I should attend or not based on my age and home address. Completely unprofessional.

Mr. Paz is phenomenally difficult to get a hold of. He's typically unresponsive and slow to act…read more His advice is contradictory and bares the distinct scent of extraneous motivations. The overwhelming majority of contact with his office occurs through his (sweet, yet slow to understand) assistant, Caroline. I encourage that you seek your financial advice and counseling elsewhere.

Michael has been my financial advisor for years. He is knowledgable, knows market trends and gives…read moreme sound advice. Have recommended him to many of my friends! He is wonderful!

My experience with their credit card has caused me to begin moving ALL of my money to Schwab. I had…read moreBadger Bobs replace three toilet valves in my bathrooms for $900. They have been back to my house three times and two of the three are still not functional. I reversed the credit card the first time and Badger Bobs came back and Temporarily fixed the issue. Now that two of the three are not working again, I went to reverse the charge again but the last rude, obnoxious Fidelity rep I talked to stated that Badger Bobs said the item was fixed and she would not help me at all. Fidelity has provided the WORST customer service I have ever received in my life. I immediately canceled the credit card and am in the process of moving my account balances to Schwab. I have been with Fidelity for over twenty years, but upon researching I have found that Schwab is the leading money management firm for personal investors. Anyone in Lakewood Ranch should take note of this!

They don't deserve any stars. I am still waiting for a cash transfer, and it will take 45 days, The…read moremanager Kelsey doesn't know how to use a calendar or a phone, when I called her extension it stated she would be back to work on Oct 7th the phone calls were made October 30 and 31, I decided to stop in on November 1 and nobody working knew where she was or when she would be there. During the 6-business day I left Kelsey 5 messages and after being on hold for a total of 6 hours she called me back today. One question I did asked if they were closed for lunch, they said no but I was on hold for 45 minutes and never spoke to anyone. Her staff like her doesn't use the calendar to let people know when they are out. In addition, Kelsey and her staff don't know to leave any message on their voice Mail explaining their absence or just don't care. I am going to transfer my money to Charles Schwab, which is across the street. I am still so mad so if you would like more information, please call my cell 407-509-9033 and ask for Anthony. Thank you and stay away from Fidelity in Sarasota.