Fidelity Investments

Sue Wetz

Having problems with app for more than 2weeks . Don't want to fix it.

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I would highly recommend Mr. Levon McMullen, CFP. Not only is he a certified financial planner, but he is also a fiduciary, which means he puts your financial interest first. At our first meeting he took the time to learn about what I valued most and needed for my financial future. He also took the time to review my budget and my financial goals, answered all my questions, and promptly set up a follow up appointment for us to review additional concerns after I had time to do some research. He helped me transfer my funds and set up a great retirement plan that I felt comfortable with. Every interaction has been very positive. You will not find a more qualified and professional financial planner. He offers in person and telephone visits.

John Warzynski

Fidelity Investments has helped me and my family for years. The staff were polite and helpful with all aspects of investment of my money. They helped us to understand how to use the apps on the internet on both the computer and phone. The parking lot is spacious but tight at times.

Jennifer Overturf

My husband and I had an appointment at 3:30 today with Wendy Wells. When we arrived she was seeing somebody else and didn’t end their meeting time until 4 PM. While we were waiting we let the receptionist know a couple times that we were in the waiting area, and asked how much longer it would be. The receptionist told us that she knew we were here. When Wendy came out of her appointment, she did not even acknowledge my husband and I, but just simply left her door open and then sat back down on her computer. We thought this was rude and decided that it wasn’t best practice to do business with someone who operated like this. We let the receptionist know why we were leaving, and the receptionist just shrugged as if there was nothing she could do about it. As we were walking out the door, Wendy came out and said hi to us as if she just noticed us. In our opinion this was not good business practice, or someone that we would want to take advice on where to invest our money at. Thank you for showing us your true colors, we will take our business elsewhere