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“Kodi Hermann has been managing my IRA since the beginning a decade ago. He has always done a great job, if very communicative, flexible and accountable. I highly recommend.”
“Wendy Wells has been incredible to work with. She's patient, has met with me many times to cover the same retirement issues, she is patient when explaining Fidelity's tools and helping me find what I need to tinker with different scenarios. She's not pushy for what investment vehicles to use and is always willing to take my call. Her team is fantastic about responding quickly with the information I need or help moving money where I need to. Can't ask for much more than this. I highly recommend her and her team.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Great place. They did our taxes for 2014 and just got our taxes to do for 2015. Everyone there is friendly and they are very helpful with questions and explanations of things.”