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“Kathy and Elaina up front were both incredibly helpful. Had paperwork for our accounts we needed assistance with and they helped us from start to finish. All in all made the process easy and set clear expectations on where and who to contact if any issues came up. Will definitely stop in this branch if we need help again!”
“My 401k plans have been with Fidelity since 2001! I like the free reviews they give to ensure you are on track. I've worked with a CFP to make financial moves that fit my situation of retiring soon. Options are explained, and you can determine how you want to work with them: they advise you, they can take the lead on managing your money, etc. I like how they explained options and choices and let me decide.”
Financial Advising
Financial Advising
Financial Advising
“My wife and I have been taking our tax documents to Joyce for the last two years. She gets the done quickly and is a joy to work with. If you are considering a tax prep, look no further.”