I cannot imagine what experiences those bad reviews had! I have been a Fidelity Investments customer for a lifetime - had many early coworkers go over there in Boston. My career had me on Netbenefits website for decades - it was adequate and their benefits admin customer service could answer my questions in a timely manner -Now I am retired and have all my eggs in their basket. The are incredible at helping me manage our lifetime investments over retirement, highly intelligent and show deep insights into all aspects of risk, personal tolerance, mitigating early sequencing, the gap years to social security, and long-term planning. They actively manage my portfolio within the parameters we agreed on to which I am grateful! I have learned that it is more about risk management over the long haul than the "how much did your portfolio go up?" discussion laymen not deep in the financial business have. They have enabled me to handle all the aspects I need to do on my own and have made it less costly and more profitable for me to do my 'banking' through their systems. My retirement is much easier and my mind is at ease because of their care. True Story!
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