Investing in Los Gatos, CA
3 locations found near Los Gatos
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Investing
Investing
“Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I needed to take. He made it easy to get the results I wanted in an efficient way. He is in the office and can help you with online matters. I highly recommend Diego who is professional and friendly.”
Investing
“This was the first time I have called Fidelity and I didn’t have to wait to speak with an advisor. I spoke with Nhan who answered my questions and said he would get back to me regarding a question he didn’t have an immediate answer to. So far, so good.”
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“Appreciate Diana's service. She was kind and patience. Able to answer my questions and concerns with her knowledge. Definitely made my day! Great customer service experience!”