Jen J.09/09/15I recently decided to simplify my portfolio by moving three 401K plans into one Rollover plan for ease of management. Although I understand a web user interface better than most, I wasn't... More
Ej B.06/12/23I had a wonderful experience at the fidelity, Andrea gave me amazing customer service and helped me open an account even after hitting a couple roadblocks :). More
Sean L.02/02/21If there was a -5, that's what I would use. I was informed by Fidelity that in order to clear my accounts (3- 401K) and one rollover, I had to request them one at a time. Yesterday, I cleared one... More
Matt W.05/03/19I closed on my condo Wednesday and the title company wired my funds to me. All the transmitting information was confirmed as correct on both sides as well as we received a fed number confirming... More
Mary J.12/11/19First time I went to the Alexandria office was with my husband (now ex-) when he was retiring. The financial consultant was very knowledgeable and we had confidence that he was guiding us in the... More