I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.

Great experience! Super responsive and kind. Lived in one of their properties for two years.read more

My experience with Divine Investments Inc. has been excellent. The team, especially Lorraine Jacobs…read more(Office Manager for Rani Vails, Owner), is professional, responsive, and truly cares about their tenants. Maintenance requests are handled promptly, and communication is always clear and friendly. I highly recommend them to anyone looking for a reliable and caring landlord!

They answer all of my questions and keep me on track. They help me with my work benefits and…read moreallocate my 401k in the best funds. Easy to get to off I-195 or 95. The office is in between the Hot Club and Trader Joe's near the marina. . Great technology. If you want to get stuff done this is the place for you.

From the owner: Full RIA - Registered Investment Advisor. Registered Investment Advisor (RIA): Definition, Duties,…read moreand ... RIAs typically earn their income through management fees, calculated as a percentage of a client's assets under management by the RIA. Unlike broker-dealers, RIAs have a fiduciary duty to put the best interests of the client first. APMA as well. An Accredited Portfolio Management Advisor (APMA) is a finance professional specializing in creating, managing, and growing investment portfolios. APMA credential holders are recognized in the industry as top experts in asset allocation, investment analysis, risk analysis, and other facets of investment management.

I do a little business with Merrill Lynch, not a lot, mostly online. I do stop by the actual office…read moresometimes to set up an appointment, drop a check or ask a question. Their downtown office is very convenient to Kennedy Plaza and the entire downtown financial core. Merrill, is the investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City and employs over 14,000 financial analysts and manages $2.3 trillion in client assets. The company also operates Merrill Edge, an electronic trading platform. Prior to 2009, the company was publicly owned and traded on the New York Stock Exchange. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007-2008, the same weekend that Lehman Brothers was allowed to fail. The acquisition was completed in January 2009 and Merrill Lynch & Co., Inc. was merged into Bank of America Corporation in October 2018, with certain Bank of America subsidiaries continuing to carry the Merrill Lynch name, including the broker-dealer Merrill Lynch, Pierce, Fenner & Smith. In 2019, Bank of America rebranded the unit to "Merrill".

I did business with this company for over 25 years only to learn that I was being gouged on…read morecommissions. I was very rarely ever given any leads on new stocks and had to find my own. I was then charged $150.00 commissions for getting in and getting out if I sold. I found these salespeople are more interested in how much they can get from you instead of how much they can help you. I am sincerely happy to be out of there.

I am completely satisfied with my experience with Charles Schwab. I love my FA he has saved my…read morelife and also has been a Godsend with my mom who recently joined with a FA of her own. She is 80 and aging. It was super important for her to be heard and not be taken advantage on. This was by far the best move ever. Thank you guys you know who you are. Lee

As people always say, don't keep your eggs in one basket. I do have some money in different…read moreinvestment firms and Charles Schwab is one of them. I usually do my transactions online, but I walk in from time to time. The people at the front desk are very helpful and they have always been able to help me or direct me in the right direction. Very professional. Charles Schwab an American multinational financial services company. It offers banking, commercial banking, investing and related services including consulting, and wealth management advisory services to both retail and institutional clients. It has over 360 branches, primarily in financial centers in the United States and the United Kingdom. It is the 7th largest banking institution in the United States with over US$8.5 trillion in client assets. It had 29.0 million active brokerage accounts, 2.1 million corporate retirement plan participants, 1.5 million banking accounts, and $8.5 trillion in client assets as of February 7, 2022. It was founded in San Francisco, California, and is now headquartered in Westlake, Texas. Founded as Charles Schwab & Co. in 1971 by its namesake Charles R. Schwab, the company capitalized on the financial deregulation of the 1970s to pioneer discount sales of equity securities. After a flagship opening in Sacramento, the bank expanded into Seattle before the 1980s economic expansion financed the bank's investments in technology, automation, and digital record keeping. The first to offer round-clock order entry and quotation, it was purchased by Bank of America in 1983 for $55 million. Three years later, the profitability of the bank's no-charge mutual funds prompted the founder to buy his company back for $280 million.

Taxes in Retirement 567 was a free class I attended that they led. Great overall education about…read moreTaxes (obviously), Roth conversions, taxing on social security and investments, and a list of other things. Robert's teaching style is direct, quick and easy to understand. Only improvement would be to add some humor and sarcasm. After the seminar attendants can book a one hour followup to discuss their specific situation. I attended the follow-up with my husband. Met with Robert tax specialist and Luis financial specialist, and it was great. They asked for income/tax/retirement materials in advance, had each reviewed and discussed them before we met. They had recommendations and insights, were able to address all our specific questions and concerns and had specific recommendations about them. They didn't try to sell us anything and were the first financial guys who didn't push their opinions on us. Because of this I wanted to give back by providing this honest review. I highly recommend the seminar because it is a great baseline of knowledge. I more highly recommend going to Robert to get a complete review of your personal situation, their evaluation and recommendations. Their knowledge is complete, which is true of so many companies. Besides their knowledge, they are good guys. Smart, efficient, patient and great teachers. So thank you.

Associated with the New Northeast investment Group in Burlington Massachusetts under the guidance…read moreof Jason Ruel who had been extremely attentive to my personal and future goals and needs. This new association with the Burlington group should prove fruitful under Jason's watchful eye! I plan to completely monitor my new venture into making my portfolio work for me! Much thanks to this new Burlington Office!