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    TD Ameritrade

    3.0 (2 reviews)

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    Fidelity Investments - Fidelity Investment 245 Summet Street

    Fidelity Investments

    (7 reviews)

    Waterfront, South Boston

    Looks like I might be the only 1 giving this company a positive review, but...so far...I haven't…read morehad any cause to complain. Then again, I haven't hit my retirement yet so I guess time will tell. The company I was employed with for 23 years once had pensions, but by the time I had gotten there, pensions had gone the way of all flesh, and a 401K was the "happening thing," the "new normal." Don't like it? Not "happening" for you? Tough shite. Pensions have gone the way of the dinosaur. You want a pension? You should have become a cop. After 23 years with that company, I was laid off, along with everyone else in my office (except for 1 guy...the Teamsters were able to secure for him a job as a janitor at the now-pretty-much-empty facility where we used to work because the union really liked him, even though he had less seniority than a lot of us, but that's a review for another time, when I write reviewing Teamster weakness, mendacity and corruption-- Jackie Presser was my president, after all, so we as union members encountered a lot of weakness, mendacity and corruption. Don't worry. That review is coming. And if I disappear before then, well...they never found Hoffa, so I doubt they're going to have much luck...or interest...in finding me. Or am I being overly dramatic, given the near-total emasculation of unions everywhere in America? Am I suffering delusions of grandeur in even jokingly comparing or equating myself with Hoffa...who was a bum but did actually improve the overall lot of the union members he represented during the years he was president of the Teamsters even while he was enriching the Mafia)? Anyway...back to Fidelity.... Ultimately, I secured another job(s), but I definitely worried about the future (providing I got that far) and whatever security that 401K was going to offer me. But I have to say that my experiences with Fidelity haven't been bad so far. They contact me once a year and we go over my "portfolio." I immediately profess my near-total ignorance of the stock-market/bonds/face-value-vs-par-value/trading/fixed-or-variable-rates-of-interest/long-term-capital-appreciation/small-cap-vs-micro-cap/financial-markets/investing/annuities/business-in-general/public-vs.-private/etc./etc. The reps I talk to have been pleasant, thorough, professional. I usually feel some relief after talking to them. (Although I do have to say that 1 rep I talked to was not exactly a "charm school" graduate-- after talking tough about the "volatility" of markets and the possibility of complete financial ruination, she asked, "So suppose you make 84 years of age, or 90, and there's no money left for you? How would you feel about that?" I kept my cool, with difficulty, but I wanted to answer, "How the f*ck do you think I would feel about that? Ebullient! Ecstatic! I'd throw my walker to the side and moonwalk my way with arthritic vigor into oncoming traffic! What the f*ck would you do?!?") I called them recently to lower the "aggressiveness" of my stock portfolio, given that Trump is president (by the way, in terms of criminality, Hoffa and Presser were pikers, in comparison to Trump; I think even Al Capone might have tipped his hat to Il-Douche and said, with grudging admiration, "Well done!"), and a financial iceberg is looming on the horizon. I really hope I'm wrong about that, but I don't think so. Catastrophe is coming, and I'm obviously not the only one who thinks so. The rep I talked to was helpful with my request, and remarked, "You're not the first person I've talked to today to be doing this. And I doubt you'll be the last." Obviously, if I live long enough to retire, and see how efficiently I'm able to sustain life based on what Fidelity has done for me, this review might be updated (if I can still see to type on the keyboard, that is). For better? For worse? Time will tell, I guess. But so far...I can't really complain. So far, at least, they've done their job professionally and efficiently and I'm satisfied.

    Poor customer service and lack of ethics. They delayed processing my check, then processed it and…read moreadded to my account. After 4 months, I found out that they couldn't process the check as it exceeded its timeline. What was shocking was that they added the money to my account initially but silently removed without informing me. Now, they are blatantly ignoring the part where I lost money (interest of principal) by not having the amount in my account. On top of it, I now have to work with previous financial services company to obtain my check. One of the staff I was speaking with was very helpful in identifying the issue. Not to mention there were hang ups many a times as some of the staff didn't want to entertain the request. Miserable experience. I am moving my money away from these bigots!

    Concierge Wealth Management - Julian B. Morris, CFP -provides unique financial guidance to hundreds of motivated, high earning, local families and individuals

    Concierge Wealth Management

    (21 reviews)

    North End

    My husband and I have been working with JB for years and can't recommend him enough. His advice is…read morepractical, thoughtful, and tailored to the stage of life we're in - early 40s with two elementary-aged children - while also taking into account our personal priorities and circumstances. Nothing ever feels one-size-fits-all, which has been a very different experience from what we've encountered with other advisors. What we appreciate most is that JB explains things in a way that feels approachable and grounded, helping us make informed choices without pressure, judgment, or unnecessary complexity. We've always felt like he genuinely has our best interests in mind.

    JB is easy to work with and consistently has gone above and beyond what I expected of a Financial…read moreAdvisor.  He is able to support both my husband and I through the process despite having very different needs and knowledge bases about financial planning and investing.  He immediately supported us in rebalancing our portfolio, setting us up with security through life insurance, disability insurance, and recommendations for a Trust and Will law firm.  The support JB provides is inclusive and he is willing to jump on phone calls with you or complete paperwork if support is needed.   Excited to see the additional support that our partnership with JB provides as we continue to grow personally and financially with his advisorship.

    Plymouth Rock Assurance

    Plymouth Rock Assurance

    (241 reviews)

    Leather District, Waterfront, South Boston

    Took me to long to finally leave "Plymouth Rock". I thought…read moreat first Plymouth Rock would be better and more customer oriented than my last company I dealt with for decades! I was wrong! At first they were very attentive and concerned after my first yearly payment! Then yearly with increases each year without explanations or justification ! They just send you an email with your new yearly total. And expect you to pay. Called my agent, he seemed ok but something I can not pin point but felt he made me feel I was always interrupting him but in a nice way he thinks. I did not feel he was looking out for my best interest and after I left found mistakes were done! I had on a few occasions talked to someone higher in the food chain there and got better service! I asked to change agents but I would have to start all over again even with the same company! That's ridiculous and personality clash should not have to redo everything again. So!!! I finally left totally and got another company that actually saved me 1/2 of what Plymouth Rock charged me FOR THE SAME POLICY AND SAME COVERAGE! What a shock and my new Agent Amazing! So, in retrospect Not ALL COMPANIES REALLY LOOK OUT FOR YOU! SHOP AROUND YOU WILL SEE YOU COULD SAVE HUNDREDS.

    Buyer beware, your policy gets cancelled followed by we miss you emails, haha…read more They love sending you text notes which you won't be able to respond.

    Fidelity Investments - Greed

    Fidelity Investments

    (8 reviews)

    Financial District

    I don't expect them (Fidelity) to read this or care, but this is what I just submitted to the…read moreBetter Business Bureau.... Two out of the three agents I spoke to, on three separate occasions, severely misinformed me, specifically about the estimated time of arrival on which I would receive the funds (paper check that had to mailed) I withdrew from my retirement. Assuming I would have already received the check, because I received the "Distribution Statement" on Monday, July 14th, 2025, I called Fidelity and was specifically told that I would receive the check on Wednesday, July 16th, 2025 (today). Today, I arrived home, checked my mail, expecting the check and it was not there, so I called to find out why. The nice representative that I spoke with today did her due diligence (unlike the two prior), apologized profusely and informed met that the ETA now would likely be next Thursday, the 24th, which is totally unacceptable. The original transaction took place on July 1st and I was told that I would receive the check in "7 to 10 business days, that being said, July 4th is a holiday". Check wasn't even cut until July 7th, not even mailed until the 10th, was verbally told on Monday that I would receive it today (16th), and now the 24th?!!!!!! It is 2025 and it takes 24 days from the date of the transaction to receive a check? This "miscommunication" is going to cost me anywhere from $3000 to $4000. I can certainly understand a 3 or 4 day delay, but we are talking about 14. All these calls were recorded, so feel free to go back and listen. I hope someone does. Fidelity is a huge company, with billions of dollars, and I'm just a nobody, with a small 401K, in their eyes. They need to treat all their customers/clients the same way and make this right!! Thank you for your time.

    We've been Fidelity customers for many years and we've been very satisfied. The size of our…read more Fidelity portfolio gives us a personal financial advisor who meets with us regularly (at his office pre-pandemic, on Zoom since) and has been very helpful. We use the website for tracking our portfolio, moving money electronically, etc. If, for example, we need to move, say, $25k from Fidelity to a bank checking account, it takes about a minute on the website, and it will get done by next business day. If we have something more complicated, we phone, someone answers right away, and they find a way to do what we need. (As an example, several years ago I needed to do some fairly complex maneuvers to make cash flow work for a home purchase; Fidelity helped me get it done.) We get small perks like a no-fee debit card that we use for ATM withdrawals because Fidelity refunds us any fee an ATM charges (anywhere in the world). I don't know why other Yelp reviewers have had such unhappy experiences, but we have never run into bad service or a problem that couldn't get solved.

    Hertz Rent A Car

    Hertz Rent A Car

    (3 reviews)

    Financial District

    Pre-rental: "Oh sure, we'd be happy to pick you up at the…read moretrain station! Here, let me leave a note on your reservation file." (Great, because that's the only reason I picked this company - was specifically looking for this service.) Actual: arrive at train station, call, call, call, no one answers except the big corporate office who says they can't connect us to this small office. Finally take a cab there with toddler in tow and hear this from the lady who processed the rental: "Pick up? No we don't ever do pick ups here." Car itself was brand new, clean and ran well. Crappy toddler carseat but they always are. Guy was nice enough to help me install it even though he insisted that they don't usually do this. Return at alternate location (for an extra fee, to Logan airport) was smooth, although guy said: "I'm unable to give you a receipt right now. We'll have to email you. 24 hrs later, still no email. I have no idea what we were charged and if it matched the initial price they gave us. Sooo, car was fine but customer service felt like lots of lies and runarounds. We'll look for a different rental service next time.

    Can I rate Hertz a zero? We (Gold Member) reserved a car months in advance, got to the airport and…read morehad to take the last car available - ac is broken, 46000 miles on a 2018 Trax, expired inspection sticker! Last night of vacation, car would not start....called Hertz's emergency road side service - long story short, 4 hours later and no service came! We were hung up on 3 times, waited 4 hours to be abandoned by Hertz! We prepaid our reservation to be told "pre payments can not be refunded" !!!! The best Hertz can do is add 750 points (= 1 day rental) to our account for next time! According to their records "ERS called you back and you did not answer" - we were at their mercy and we aren't going to answer their phone? According to Hertz, they mechanically review all cars before they are put in the lot, yet Hertz's manager tells us "the previous customer did not let us know the problems, so we just washed and buffed the car and put it on the lot"!!!! I think you get the picture of our experience - DO NOT PREPAY, don't count on their emergency roadside service and be prepared to be lied to and end up with absolutely nothing but aggravation from Hertz!

    TD Ameritrade - financialservices - Updated July 2026

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