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“Called Schwab with my dad for assistance with his investment account. We spoke to Jason from Dallas on 1/10/26 at about 5 pm. Jason was an amazing call center rep willing to do what it takes to help an older client. Truly appreciated the help. Thank you!”
“The complaints concerning phone advice and service problems are like whining about the cold weather - what did you expect, anyway? If people need a hand holder then they should not be with Fidelity. Try your local stock gouger. He'll answer all your questions and charge five dollars a minute for "advice".Fidelity is top notch. I am in Portland frequently to visit my son but I have never felt the need to go into the Fidelity office. Why? This is a hands off low load / no load / no frills mutual find company that just so happens to offer many of the options that full service offers - without the service...When I want money / transfers / notaries / etc - I go into my credit union. They like holding hands and they also sell mittens.”
Financial Advising
Financial Advising
Financial Advising
“I have been a client of Penobscot Financial Associates for many years and they are excellent. Every member of the team that I’ve worked with has been professional, knowledgeable, attentive to detail and personable. They do an excellent job truly managing my portfolio to meet my short and long-term goals and are always prompt responding to requests and/or following up on agreed upon actions.”