Investing near Minnetonka, MN

6 locations found near Minnetonka
View Map

“Great experience moving money into Fidelity. We moved some money late in the year to test end of year reporting, found it excellent, and moved the rest of our retirement funds there. As someone who considers herself technologically challenged, I really appreciate the website. For example, there are two major buttons, one for trade (making changes to assets within an IRA or brokerage account) and one for transfer (moving money out of an account, such as cashing out part of an IRA or money money from a brokerage account to our bank accounts). I needed some handholding at the office and got it!”

1.8 Poor10 Reviews

“Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.”

4 Good10 Reviews

“The absolute sweetest people work here. I work at a restaurant so I have to deal with a lot of beaten up bills to deposit, The machine does not always like to take them. I am pretty sure the lady i worked with was named Louise but she was the sweetest and helped hand count my money for me. The manager came out and helped us as well I can't remembered name but she was great. Wonderful experience would recommend this bank”

3.3 Good6 Reviews

“Props to Angelica and Gopa for keeping their calm while dealing with a couple of jerks. I would've lost my cool if I was on the clock and someone said to me "Your job is to deposit these, I don't need a [cuss] lecture". I can't imagine how many people like this they have to deal with on the daily. From another customer service worker, major respect for them!”

2 Poor7 Reviews

Related Categories

You May Also Like