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Finance Advising reviews in Randolph

  • D
    I opened the account with TD Ameritrade because their $9.99 flat rate seemed good. Everything went as offered as long as they were fishing for me to transfer additional accounts (401k, etc...) to them. Once that ran out they began tacking on hidden sales charges and fees. They even manufactured a statement fee out of thin air. Their nickel and diming of this customer has chased me away permanently.
    - Kurt M.
  • D
    Signed on with TD Ameritrade based on their flat $9.99 trade rates. Everything went to plan as long as they were fishing for me to transfer additional accounts into them (401k, etc...). Once that option had tapped out they started with hidden sales charges and fees. In the case of the statement fee, they just added that one out of nowhere. Their nickel and diming has driven me to remove all funds and close my account.
    - Kurt M.
  • A
    ALL OF THEIR RECOMMENDATIONS AND FINANCIAL HELP IS FREE. THEY ALSO PROVIDE FREE SEMINARS BY PEOPLE WHO RUN CERTAIN FUNDS ON A REGULAR BASIS. I WAS BUILDING UP A REPORT WITH AN INDIVIDUAL, CYNTHIA L. WRICK, WHO IS NOW IN A DIFFERENT POSITION WITH THE COMPANY. I DO NOT SEE HER ANYMORE, BUT SHE PROVIDED WONDERFUL SERVICE AND WHEN SHE WAS A GENERAL ADVISER I WOULD DEAL WITH HER ON A REGULAR BASIS. SHE DEFINITELY DESERVED HER PROMOTION, AND EVERYONE AT FIDELITY IS EXTREMELY COURTEOUS, AND THEY KNOW WHAT THEY ARE TALKING ABOUT. THEY ARE WELL TRAINED, AND THEY GIVE WONDERFUL, FREE ADVICE TO ENTER A PARTICULAR MUTUAL FUND FOR THE FIRST TIME, THERE IS A $2500.00 MINIMUM. AFTER THAT, ONE MAY CONTRIBUTE TO THE SAME FUND IN A MUCH SMALLER DENOMINATION. SOME FUNDS ARE CLOSED TO NEW INVESTORS BECAUSE OF THE AMOUNT OF MONEY ALREADY IN THERE, AND IN SOME CASES THEY WILL RE-OPEN A FUND THAT HAD BEEN PREVIOUSLY CLOSED.
    - STEVEN G.
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Financial Advisors in Randolph

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