Fidelity Investments

"Jacob has done a fantastic job of organizing my accounts and providing knowledge and insights for my retirement plan. I had an unfortunate experience with a fiduciary and it has taken 5 years to find someone I can trust within an organization I can trust. Jacob speaks highly of Fidelity and I look forward to solidifying a financial foundation for my investments."

"Fidelity investments has always treated me and my wife with respect and dignity over the many decades we have been with the company. They provide a constant stream of sound advice, feedback, updates and detailed reports on our investments. This company is the pinnacle of customer service and exceptional managerial practices. I would recommend Fidelity Investments to anyone desiring exceptional money management service. SWJ Colorado Springs"

"A sincere thank you to Mike and Kellan for guidance in reporting the death of a family member to Fidelity. Word to the wise - review your estate plan and update beneficiary info when required!"

"We worked with Mathew Harris on which accounts to set up, etc. He did a great job and is very knowledgeable in which accounts fit our needs."

"Julian was absolutely great. He helped us with transferring our 401K to a ROTH IRA."