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“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.”
“This is a revision to my original review. Aaron and his team worked hard to quickly resolve the issues that occurred with my initial experience with their tax preparation services. I appreciate the responsiveness and attention they gave when it was needed.”
Financial Advising
Financial Advising
Financial Advising
“Excellent service, very nice people working on this location, great costumer service and very knowledgeable staff who will help you out with all your questions :)”