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8:30AM - 5PM
7001 W Ray Rd, Chandler
Investing
“We have been coming to the Chandler Fidelity office for several years now. We work most closely with Jacob Sickler and Josh Chan. I can’t recommend them enough for financial guidance and support. We recently had our midyear review of our accounts and we always look forward to it. They are so personally invested in how we are as a family, not just our accounts. They answer our questions, the very patient, they explain so many things and help us understand the projections for the future as much as possible. We are so grateful to have Jake and Josh on our team. We trust them immensely.”
“I don't who were people that have visited this location before.After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setup a custodial UTMA for.After explaining to Emily (at front, blonde w/ glasses ) she listened intently, resolve the issue we immediately!!!I would/will continue my business with organization based on my interaction here!!!”
Investing
Investing
“I met with Jeff using his complimentary consultation and came away with much more knowledge about what I needed to look out for if I plan to retire early. He answered all of my questions and looked at my finances and gave me a good understanding of when I could retire. This was all free and he didn't try to sell me anything extra. If you're looking for a financial planner I would highly recommend Jeff.”