Had an appointment with Kiera on Monday for my annual review of my Rollover IRA. Started on time and she went over my financial situation with me in a non rushed and non pushy manner. Taught me...
Robert L.
8/13/2025
(3)
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Had an appointment with Kiera on Monday for my annual review of my Rollover IRA. Started on time and she went over my financial situation with me in a non rushed and non pushy manner. Taught me...
I was having trouble accessing my Fidelity account and needed to change some things so I went to the Cedar Hills Blvd branch. I met with Nick M. and he was able to correct the problem and make the...
Sunday, Nov 3rd, I was referred to Fidelity to open a RothIRA. I went to the site where it prompted me to enter all my data including my SS#. Once I reviewed my info, I hit continue where it gave...
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