Fidelity Investments provides a variety of financial planning, wealth management, retirement, investment, and brokerage services. Clients report an extremely positive experience, describing the service as knowledgeable, top-notch, professional, and attentive. The staff is noted for their respect, integrity, competence, and professionalism. Many reviews highlight a specific financial consultant who earns clients' respect and trust. This advisor is described as intelligent, knowledgeable, helpful, personable, and patient. He works diligently with clients, listens to their needs, and provides insightful advice, especially for retirement accounts. He makes himself available and thoroughly addresses concerns. A key strength noted is his willingness to tap into broader company resources to ensure informed answers and recommendations, giving clients confidence that decisions are backed by collective wisdom. This approach, along with supportive guidance during difficult personal transitions, provides clients with significant peace of mind. The overall experience is so positive that clients highly recommend the branch and have referred numerous friends and colleagues.
I always get good advice and alternative ideas from Kelsey Cagle in the Highland Park Fidelity office.
September 2023
I have worked with Kelsey Cagle at this office for several years. He is extremely helpful and always there when I have questions or concerns. I highly recommend him.
May 2023
Colin Brennan has been our Fidelity Financial Consultant for five years. Extremely pleased with his professional knowledge and advice managing our retirement accounts. Colin worked diligently with us to obtain the investment mix best for us.
