Fidelity Investments

"Everyone could not have been nicer & I really felt taken care of. Investments are terrifying to me & Zack made it super easy!!!"

"I’ve been here a handful of times and have always received good, friendly help. Honestly, it’s not perfect.. Once I came in asking about how to transfer a silly Robinhood account to my Fidelity account. The employee said that he did the same thing, but it was long enough ago that he had forgotten. So, he got help, and explained everything. Another time, after asking friends, I came here to ask about cashing old bonds that were still in paper form. The same thing happened, the employee wasn’t sure and told me it was a good question. It took a brief amount of time before he came back and told me to look up a “sav1522” file on a federal website. Perfect. I can easily highly recommend Fidelity because of my visits here, and the fact that they are always helpful."

"I would highly recommend Mr. Levon McMullen, CFP. Not only is he a certified financial planner, but he is also a fiduciary, which means he puts your financial interest first. At our first meeting he took the time to learn about what I valued most and needed for my financial future. He also took the time to review my budget and my financial goals, answered all my questions, and promptly set up a follow up appointment for us to review additional concerns after I had time to do some research. He helped me transfer my funds and set up a great retirement plan that I felt comfortable with. Every interaction has been very positive. You will not find a more qualified and professional financial planner. He offers in person and telephone visits."

"Fidelity Investments has helped me and my family for years. The staff were polite and helpful with all aspects of investment of my money. They helped us to understand how to use the apps on the internet on both the computer and phone. The parking lot is spacious but tight at times."