Fidelity Investments

"Soon after we retired, we approached Nate from the Fidelity AA office, intending to buy 2 large (relative to our modest nest egg) annuities. Nate politely talked with (not pressured) us about this and our overall retirement plan in order to get a clear understanding of our request and needs. He confirmed the reasonableness of our plan, which added to our confidence in doing this. And he did so without pressuring us to hire Fidelity to develop and execute a plan for us. Nate also explained to us that ILO of the S-T annuity a CD ladder would be a better substitute, since at the time CD rates were in the 4.5 to 4.9% range. He then explained to us how the CD-ladder works. Since these were big (to us) transactions they required a lot of paperwork and procedures on and outside of our Fidelity account. Some of these steps were complicated and not fully clear to us. Craig on Nate’s team did an outstanding job of guiding me through these steps in order to ensure our large annuities and CD-Ladders were purchased as we intended and with the optional riders that were valuable to us. He politely and thoroughly answered our questions. Both Nate and Craig seemed to be straight-shooters who did not pressure us or attempt to sell us products or services we didn’t request or need."

"Fidelity panic sold its entire tesla position at 104 dollars a share. The fund mgr thought it was a video game and most likely only knows charts and graphs and all the other junk science involved in the junk science of finance. End result, Fidelities largest and most popular mutual fund lost a considerable amount of real money for all of its investors that will not return. Any and every fundamental study of Tesla indicated the rundown was a bunch of kids switching back and forth between their brokerage software and Minecraft or Call f Duty. All of their insight comes from the digital world with no connection to the tangible physical world we live in."

"I worked with Craig Calvin on my yearly review of my retirement goals. He was excellent and took the time to answer all my questions, while also being patient to listen to my concerns as I relayed them in layman's terms. Would definitely go back to him again !"

"Company failed to show solid support from day one. My children were in college and we asked for a checking account be opened so that they could cover college expenses. Instead, the agent opened retirement accounts for the children. Lots of work to fix that mess. Previously, I transferred an IRA into Fidelity. The advisor soon after transferred out or quit. I sat on a lot of cash losing interest. I was going to move out and was offered some cash not to move my funds. They kept changing my advisors. When I filed a complaint against them, they closed my account forcing me to find another company to invest with. That impacted my family and caused stress. However, moving to another company turned out to be a gift since I now have great financial advisers."

"Craig Calvin of Ann Arbor Fidelity was exceptionally helpful during my recent visits. He is very knowledgeable and described in detail my options with regard to setting up my investment portfolio. He was very considerate and did not make me feel rushed. I would highly recommend him as an Investment Consultant. Marguerite Raymond"