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http://www.openvoc.eu/poi#funnyReviews
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http://www.openvoc.eu/poi#usefulReviews
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  • I don't do a lot of Yelp reviews but after seeing the negative ones here, I felt compelled to right my own review. I've had nothing but top of the line customer service from my team at this Fidelity branch. After using Schwab for the last 12 years and getting lack-luster service and portfolio performance, I was extremely happy to come across a team of professionals who are finally providing the service level I was needing. Moving 7 different accounts from Schwab, some of them trust accounts, was a bit complicated. They called me frequently during the process to keep me updated. I am also looking forward to getting better returns with Fidelity going through their WAS program and finding the perfect fit for my investing style and needs. I can't say enough good things. I recommend Felipe/Josh if you want the same level of service that I receive.
http://www.openvoc.eu/poi#coolReviews
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