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8:30AM - 5PM
9030 58th Dr E #101a, Bradenton
Financial Advising
“Rani Jeffries, vp financial consultant, is very knowledgeable, excellent communication, very flexible and trustworthy. I can highly recommend her for your investment accounts. Over the past 35 years of investing with various brokerage firms, the Fidelity on-line website has been great. The app is very good as well, but not perfect.
If I need to speak with a customer service agent at the 800 number, I usually don't have to wait very long. They have been very helpful and friendly.
The only error that I have encountered was when we requested a 42(t), 5 year withdrawal for $100,000/year, someone put $100/year instead. That's a big mistake, taking almost 2 hours on the phone to correct. That makes me a little uneasy about the firm.
As long as it doesn't happen again, I'll stay with Fidelity.”
“Richard R. was the most patient & knowledgeable customer service rep, assisting two very Senior Citizens with multiple accounts today. Highly recommended❣️”
Financial Advising
Financial Advising
“Ken is great to work with. He and his staff are very knowledgeable and thorough. Ken has helped me navigate some business decisions due to tax implications and other considerations. I highly recommend using Ken as your accountant if you are in need of one.”