I walked into Fidelity, not expecting to be able to meet, or even see my financial advisor as it usually requires me to set up an appointment. The front desk staff promptly assisted me. While I...

Tried to contact the local branch on 5 attempts and they never pick up. After the 6 try I called the 800 number and had then transfer me to the SB branch. I wanted to open a brokerage account and...

I always get fast, efficient and friendly phone service on my account. I never have to wait on hold. Their web site and iOS app are excellent. I have been a client for about 35 years.

Well, the best I can say is they have a really interesting coffee machine. It actually does what it says it does, as opposed to the office it is in. I'm not going to bore you with all the...

An investing firm is an investing firm. I like this one, because of the customer service and the guidance of how to use the online system. They accept checks that post the nest day and have never...