Do not ever ask this company for information. (I downloaded a document and didn't even speak to anyone). You will be harassed by them and then when you decline their help, they will have an attitude, as though they are the only game in town that knows what they are doing. I asked them politely several times to take me off their list. Let's see what happens this time. September 22, 2025 Fisher Investments contacted me regarding my review and have promised to take me off their list as well as apologizing for my experience. They also mentioned taking my feedback up with their training team. I am satisfied with their follow-up regardless of knowing if anything will change.
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Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors.