Fidelity Investments

10 reviews & complaints.

Most Popular | Newest | More Options >
More filter options:
Misdirection of Funds/Deplorable Service
Posted by on
MULTI CITIES -- I AM DISPUTING A PENALTY BEING CHARGED TO ME BY FIDELITY INVESTMENTS - WITH A COMPLAINT REGARDING POOR TO NONEXISTENT CUSTOMER SERVICE, INTENTIONAL MISDIRECTION OF FUNDS AND DELAY IN PROVIDING REQUESTED FUNDS TO INVESTOR.

My former employer of 14months, contracted with Fidelity Investments to oversee employee benefits. They automatically create a 401k savings plan for all employees at time of hire. As far as I know, employees are not given a choice regarding this saving. Sound a little funky?? After I terminated my employment, I received a letter from Fidelity which stated my account balance was too low to leave in this basic 401k and I must make a decision to roll over to new employer plan, accept the money or roll to a Fidelity IRA - response required by 2/22/2008. On 2/20/2008 I contacted Fidelity Retirement and discussed my options in detail. I instructed the rep to send me a check. He verified my address, and confirmed I did not want any tax deduction at this time. I was to receive my check in approx 5 days. On Tuesday, February 26, 2008 12:05 AM I received a form letter email from Steven P Akin, President Personal Investments stating my 'rollover assets have been received and I need to contact them to set up my IRA!! A letter dated 2/25 later arrived informing me of a 'de minimis distribution with subsequent transfer to an IRA' with my beginning balance noted as 2226.10 less 545.92(noted as forfeited amount)leaving me with 1680.18 in an IRA!!

I NEVER ASKED FOR THE IRA!!! TAKE NOTE: I ALREADY HAVE AN IRA WITH FIDELITY (ALSO SET UP UNDER QUESTIONABLE CIRCUMSTANCES BY THEIR PHONE REP LAST YEAR WHEN I STARTED THAT JOB!!) WHY WOULD I WANT ANOTHER ONE???? The same letter states 'Please verify your transaction for accuracy and report any discrepancies within 30 days'.

***ADDENDUM - MY EFFORTS TO REACH FIDELITY BEGAN THE VERY DAY I RECEIVED CONFIRMATION OF THEIR ERROR***
WELL - I STARTED CALLING THEM(multiple attempts to log on to website have been equally exasperating). On call #1 I was informed I could take the money out of the IRA less the withdrawal penalty - only $50, but that's a lot of money to me and I DIDN'T MAKE THE MISTAKE - THEY DID!!! I did not accept that offer and asked to speak to a supervisor, Trading Supervisor in Dallas - he was extremely UNPROFESSIONAL, RUDE, CONDESCENDING, and absolutely refused to recognize the error made by his company. He ultimately instructed me to go to their website and request my money - less the $50 of course. I was in tears by this time. I called back and fairly easily tracked down the original rep, who remembered me immediately. He looked at my file and stated outright it was his error - he apologized profusely and stated he forgot to handle my transaction after our phone call on 2/20. He further stated he would 'pay me out of his own pocket if he could' and would contact his supervisor and call me back. He did call back the same evening Monday 3/3 however I was leaving work and missed his call. I have been trying to reach him ever since.

I have been told he is in 2 different time zones and his work schedule has been quoted as everything from 8am EST through midnight MST! Sometimes I'm told he's "on the other line" then the same day another call, another person will tell me he hasn't come to work yet!?!? (How come it was so easy to find him before my file had these problems noted in it???) I have called multiple times daily asking for his x 3281 - what happens next is nothing short of amazing!!! I am transferred and security checked (really scary questions they ask about my past life-things even I had forgotten!)a minimum of 3 times per phone call, all the individuals I've spoken with read my file and tell me to hold while they 'try to help' - the hold time averages about 30mins between people 'helping me'.(usually my cell phone since I'm @ work) - today during my lunch break, after speaking to 3 people I was transferred to a 'Supervisor'(after 28mins into the call) and he informed me I 'need to speak with ...the very person I had asked for 30mins earlier and had even requested his extension!!!!

I am soooo frustrated - I need the money right now, and at this point have no promise of getting any of it with or without my rightful $50! Late today (7:30pm)EST I called again and told the 2nd person who came to the phone 'I give up - just send me a check - he said...'hold on and I'll get someone to help you'...... I held on till 8pm - no one ever came to the phone, I was still at work and the building closes at 8 so I had to leave.......unresolved again.

THIS MEGA COMPANY NEEDS TO BE STOPPED FROM ABUSING AND BE-LITTLING PEOPLE LIKE MYSELF WHO ARE NOT THE WARREN BUFFETS OF THE WORLD! HOW CAN THEY POSSIBLY BE SO BIG AND SUCCESSFUL WITH THIS APPARENT CORPORATE POLICY OF DECEPTION, DISHONESTY AND LACK OF REGARD FOR THEIR CUSTOMER!

FAIR WARNING TO ALL....WATCH YOUR ASS-ETS IF YOU ARE FORCED INTO USING FIDELITY!
     
Read 6 RepliesAdd reply
User Replies:
madconsumer on 03/07/2008:
how long from the time you received the letter, and called them?

you should have acted sooner for your own expected results.
Principissa on 03/07/2008:
You should have contacted them the day you got the letter. Then you would have gotten the results you expected.
Anonymous on 03/07/2008:
I don't believe you can withdraw your 401k and not take a tax hit. I think they are required by law to withhold a large chunk of it as a penalty for withdrawal, unless you are withdrawing for certain, specific purposes. There seems to be confusion on both sides here.
PIZDOFFP@ on 03/20/2008:
Thanks for the notes from everyone...I'm sorry for the confusion - my complaint w/Fidelity has nothing to do with taxing my 401K - my "beef" is the PENALTY imposed by Fidelity - not the IRS. I did not request an IRA - I requested a payout - it is documented in my file - the person at Fidelity who made the error acknowleged it in writing and verbally to me. I do not rightfully owe them the $50 withdrawal fee. Unfortunately at this point I have given up after a documented 23 phone calls generated to them and email back from their customer service dept with no resolution. Fidelity refuses to admit to their mistake and it is costing me $50 !! DO THE MATH - MILLIONS OF INVESTORS WITH THEM - SKIM $50 FROM EACH OF THEM - NO WONDER THEY CLAIM TO BE SUCCESSFUL!!
MomMom on 09/15/2008:
They did about the same with me - I retired Jan 2008, requested my funds to close account. They sent me a check, but somehow left $96.50 in the account which I did not discover until a statement came in August. I called to request this money. After fees, etc. the new balance was $17.31, they said after deducting fees to send a check and close account I would receive $8.29! I did not get a check, but the next month I got a statement saying their fees now left me with a ZERO balance. I called to ask WHEN the fees were assessed, and it was on the same date that I was told I would get a check for $8.29. They are just ripping off people by nickels and dimes! Change to another company if possible.
rodger dodger on 04/06/2013:
Your 401k funds were rolled to an IRA to what is commonly known as a "de minimis distribution" that is almost always established by your previous employer---not the investment company being Fidelity in this case....look at the plan rules (the plan rules your company established with Fidelity) and you'll see it there....this is very common for 401k accts that are under $1K after you leave the firm...you are supposed to get a letter describing the consequences several weeks before this takes place...again, this is common practice...I've experienced it several times in the past, but always acted way before the deadline and never had a problem....the $50 you are referring to is the free to close out the IRA (also, common to most companys)...this is supposed to cover the fees of administering, record keeping, reporting, and closing the IRA that was auto-opened for you because you waited to long to request your funds before the deadline...my 3 cents.
Close commentsAdd reply
Fidelity = Horrible Customer Service
Posted by on
My husband passed away leaving me two young children. When I notified Fidelity that his 401k should be disbursed to his beneficiary they told me I would have to call his former employer and get their "permission". After doing that I was informed that 401k's are not just distributed to your beneficiary. The investment company just creates a new account in the beneficiaries name and puts all of the money in there. Another account for them! They wouldn't disburse the money because there was a discrepancy between the zip code I provided and the one they had on the form (mine was right and their's was wrong). They had the right zip code on all the statements they sent us! They insisted I would have to fill out a change of address to correct their wrong zip code.

They finally said they were sending the check but when I called three weeks later they hadn't issued it and the value of the account had fallen. Their reps called my answering machine three times leaving an extension to call back on but their phone system doesn't allow you to enter extensions. You can not even speak to someone without providing your SS. When I first called them I didn't have an account with them and did not want to just hand out my SS. When I complained to a supervisor about the horrible way they treat bereaved people he just kept saying uh-huh, uh-huh... I might as well have been talking to a wall.

I think if most people realized how many hoops their loved ones will have to jump through to get access to these funds they would never invest in another 401K. If they do, they certainly should do it with Fidelity.
     
Read 2 RepliesAdd reply
User Replies:
Anonymous on 04/27/2009:
My sympathies on the death of your husband. I used to work as a Supervisor for a mutual fund call centre and I was horrified by the way customer service reps treated bereaved people calling to settle their loved one's estate. Most financial companies try and bend the rules slightly for those calling about a deceased person's account, but many CSRs are so focused on the "rules" that they don't listen. Normally you will find someone who understands and can help you, and if you can't, make sure you transfer out any other accounts you have with the company.
Mr. Pleasant on 09/25/2010:
There are many registration regulations that unfortunately, must be followed. Just press # 3 times, and you will go straight to a representative.
Close commentsAdd reply
Doesn't Honor Its Contracts
Posted by on
KANSAS CITY, MISSOURI -- In November 2006, I purchased a short-term health insurance policy from FSL (http://www.fslins.com) because they are the provider of my alma mater's insurance plan. All application questions were answered accurately and truthfully - qualifying me for coverage. On December 26, 2006, I fell ill and was checked into the hospital from the emergency room. The illness was not pre-existing - and in fact, FSL now states that the issue is not a pre-existing issue (a change from their original position for almost one year). They simply decided to rescind my insurance policy without cause in April of 2007 - effective from the date it was activated on December 1, 2006.

They have provided documentation from non-medical resources indicating their "concerns" about a pre-existing condition that they did not ask about in their application (i.e. references from answers.com rather than references from American Medical Association, American Heart Assocition, or other noted/respected sources).

They still refuse to pay the outstanding bills. I need payment for all bills as contracted in November 2006, as well as payment for my year-long (longer) battle with them to urge them to honor the contract. Their actions have caused other financial harm in terms of credit, interest rates, and otherwise - in addition to lost work.

I'm still battling this issue through the Insurance Commissioner's office and reporting them to the Better Business Bureau. I'm still sorting through the best legal firm to handle the case.

Warn every alumni group and business about FSL's negligent and unethical practices. Insurance is an important investment because nothing is more important than your health. It's unfortunate that this company seems to feel that money is, in fact, so much more important that they will defend their breach of contract.
     
Read 4 RepliesAdd reply
User Replies:
Anonymous on 07/03/2008:
You need a lawyer.
tnchuck100 on 07/03/2008:
PB is right. You need a lawyer. Big time. A good lawyer should be able to recover your medical costs, his fee, AND any monetary damages you have sustained as a direct result of the failure to perform.
madconsumer on 07/03/2008:
life insurance paying for medical coverages?
tnchuck100 on 07/03/2008:
mad, you're missing what is posted again: "I purchased a short-term health insurance policy from FSL"
Close commentsAdd reply
Where is my check?
Posted on
CHANDLER, ARIZONA -- I was let go from my job last month and due to no income and piles of bills I was forced to cash out my 401K (I don't want to file for unemployment). I called Fidelity to cash it out and was promised the check would arrive in 7-10 business days. Well, that was on January 25th. After two weeks of waiting, I called Fidelity to ask if the check had been sent. I was told the check was cut on Feb 4th and sent on the 7th and that I should get it on the 15th or 16th. It is now the 18th and I am still waiting. I have called several times and nobody can seem to help me. Everyone tells me the same thing: "you should have gotten it already." I don't understand how it can take almost a month to mail a check.

Good thing I have another job that I am starting this week, but it is going to take me awhile to play catch up on all of my bills as I now owe late fees. I am very upset with Fidelity and their empty promises.
Resolution Update 06/07/2008:
Got the check. Cashed it at a check cashing place
     
Read 19 RepliesAdd reply
User Replies:
MRM on 02/18/2008:
I don't think its Fidelity's fault for the late check. The check may be lost in the mail or too slow to arrive at your house. In other note, congratulations on your new job and now you can catch up on your finanacial situations.
Anonymous on 02/18/2008:
could also be a delay in the mail due to the presidents day holiday.
MRM on 02/18/2008:
That's right Steve, so that's why I had no mail today!
Anonymous on 02/18/2008:
After 15 days I would ask for it to be replaced as two weeks is plenty of time.
StraightShooter on 02/18/2008:
Why didn't you want to file for unemployment? It's a benefit that you are entitled to. It's not much, but if it keeps you from cashing out a 401K you're much better off. That's what you shouldn't be doing!
Anonymous on 02/18/2008:
I forgot that today is President's Day. Great, another day of waiting.
Anonymous on 02/18/2008:
There should be a "Steve" day.

GothicSmurf on 02/18/2008:
Wow. I agree with all the other posters- and StraightShooter- cashing out a 401K? YIKES!
moneybags on 02/18/2008:
401K early cash out = penalties of up to 25%. Makes unemployment insurance look better and better.
GothicSmurf on 02/18/2008:
I could be wrong, but don't you have to pay a 401K back if it is taken out prematurely?
Anonymous on 02/18/2008:
No, I don't have to pay my 401k back, but I do get taxed on it
shelly16 on 02/18/2008:
If you don't get it by the end of this week, I would contact Fidelity and have them explore the possibility that it has been lost in the mail. Good luck lunaan, I hope you get this resolved soon.
chemman on 02/19/2008:
Since you are starting a new job now (congrats by the way), you have the option of rolling that dispersed 401K money into a new account if you can get by without it, either your new work 401K or an IRA account without having to pay any taxes or penalities as long as you do it within either 30 or 60 days (I forget which offhand). When you take an early dispersment, you have to pay a 10% penalty (which you will pay when you file your taxes) and fidelity will usually withhold about 20% for federal taxes. You will also owe state taxes if your state has income tax when you file as well, they do not with hold the state tax or penalty. The real penalty number is closer to 40% not 25%. One thing to keep in mind though, if you decide to roll it over into a new account and fidelity with held the federal 20%, you need put that additional 20% back into the account within that 30-60 day window in order to not trigger the penalties and you probably won't be able to get that money from fidelity in time, so you would need to come out of pocket that amount and then get it back later from fidelity.
Anonymous on 02/20/2008:
FYI, it's Feb 20th and still no check.
MRM on 02/20/2008:
Lunaan, you know what you have to do next based on everybodys comments... its time to give Fidelity a call.
ejack053824 on 02/20/2008:
I think I got it in the mail by accident here but the dog chewed it up. You can wait for it in 12 hours if you like. LOL!

All seriousness....give those fudgepackers another call stating I still haven't received my check and demand that they put a stop payment on the original check and issue you another one. Make sure they send it FedEx and request the tracking number. :)
Anonymous on 02/20/2008:
I have been calling them everyday now and everyone I talk to is very unhelpful
Anonymous on 02/26/2008:
It's the 26th.....still waiting
Anonymous on 02/29/2008:
I finally got the check! It seems it was lost in the mail so I called Fidelity and they overnighted me a new one. The problem now is I can't cash it cause it is issued from a bank that we don't have here in AZ. Go figure
Close commentsAdd reply
Voice automated customer service fiasco
Posted by on
I just had to vent my recent experience with Fidelity. I needed to talk to someone about transferring some assets, so I called their 1-800 number.

I was greeted by an automated system that gave me the standard set of questions to help narrow down where they needed to send me.

This is where it got tricky, and I started to get annoyed. After providing my account number, they wanted me to provide my password as well from my online account. No problem, but they wanted me to "speak it" into the phone. No option to type it in. So I said it out loud as a phrase first. Their system failed (of course) to recognize it. So they said try again, I spelled it out very clearly this time. Once again, the system could not recognized what I was saying. It now told me my account was locked and I needed to reset my password.

Great. I just want to speak to someone about a question, and now my account is locked. Okay, fine, next it asks me some security question I must have put in years ago. I knew the answer, but this time it wanted me to type it using the phone pad. It was not a short answer, so I tried my best to type it in, not knowing what to type for spaces in the answer. Finally after 3 attempts I get past.

Now it wants me to reset my password, again using the phone keypad... Why is all this necessary for me to talk to a customer service rep? I just wanted to call and ask a simple question?

So I change my password, update my files so I know what it is next time (not that it will help, since their voice automated system could not recognize it the first time around).

At last I'm in!! Once talking to an actual live person I must say I was impressed with their level of customer service. But getting there was an entertaining mess...
     
Read 5 RepliesAdd reply
User Replies:
Anonymous on 02/03/2007:
Sparticus I know what you are talking about and it is a mess when trying to deal with the machines. It makes you wonder if they even want your business.
tander on 02/03/2007:
My cell phone has that automated voice dialing, and it never understands me and calls the wrong numbers.
Anonymous on 02/03/2007:
I hate talking to an automated voice system! Sometimes if you type # a bunch of times or # 0 you confuse the system and get a person (sometimes they just cut your call off though.)
What makes me mad is if you are patient enough to type or say all that information to the automated system you have to repeat it to the operator (when and if you are blessed enough to get connected to one.) What the heck is that all about?
Sparticus on 02/03/2007:
Good point amaniR. That does happen often. Why make me spend 5 minutes punching in all my info in a phone pad when you are just going to ask me for the exact same info when I finally get through to someone?
chow on 06/07/2007:
fidelity automated answering system is not design correctly.
the company needs to program their system with a way that customer can talk to a real person if the machine fail to understand.
Close commentsAdd reply
Buyer Beware
Posted by on
ALL TOWNS AND CITIES, CALIFORNIA -- As an employee of the public education system in 1980 I was offered a family life insurance policy through Pacific Educators Group (only for public educators) underwritten by Fidelity Security Life Insurance Co. This policy was very cheap in the beginning as I was only 28 years old. It included insurance on my children and my husband. It started at 150K for both of us and 15K on each of my children. Although I have paid on this over the past 35 years, while the payments have continued to go up up up, the policy has retracted and reduced itself to almost no value at this time. By the time I am 70, my 150K policy will only be worth 10K, just enough to burry me with. What a rip off for 40 to 50 years of payments.

I was shocked that no one ever sent updates or asked questions over these years. On occasion I have called to get different answers from PEG, which I'm now told was incorrect answers. This is not a good investment or insurance for "PUBLIC EMPLYEES." BUYER BEWARE!!!! You may end up with nothing but a lot of bills in the end.
     
Read 1 RepliesAdd reply
User Replies:
susanafurlong on 02/22/2012:
Pacific Educators sells from a variety of life insurance carriers, so you could choose a different plan to fit your individual needs. Sounds like it was a very good and inexpensive plan that fit your budget at a young age. If you used it then, it would have been the best plan you ever purchased. Most people have homeowners insurance and auto insurance and keep on paying it, but never had the chance to use it. Insurance is a back-up plan, not a guarantee of use at the right age, with the best deal. I give a big thumbs up to Pacific Educators for offering a variety of carriers to fit the needs of people at different life cycles. Many people have more than one life insurance plan for this exact reason.
Close commentsAdd reply
Magazine Sales
Posted by on
NAPLES,, FLORIDA -- I feel I have to do the world a favor and let them know that Fidelity Readers service, a door to door magazine sales, is rip off. The pricing list is wrong. I chose a Magazine that was listed at $30.00 and I was charged 60.00 to cover their commission. A man came to my door and I gave him the check for $60.00. Something felt wrong when the man selling them gave me two phone numbers to reach him to cancel and both numbers were unlisted. They give you 3 business days to cancel. I canceled within 24 hours and I never got my money back. The company gives you a bunch of bull crap about how the post office won't let them have their mail (which is illegal) The people that work there were as helpful and friendly as vipers! They'll scam you by telling you that they are trying to help get through school, but the only thing they can help do is rip you off of your money! The staff is rude, liars, thieves and a pain in the ass! The man in charge hung up on me! That's someway to treat a customer. One thing I know all too well is karma, and their stealing will eventually end up making the company close down and lose all their stolen money. My heart bleeds for these idiots.

BEWARE OF THE LYING THIEVES who are out to take your money and dignity. Don't make the same mistake the rest of us innocently did buy magazines by trusting thieves. They'll get theirs and I live for the moment!
     
Read 3 RepliesAdd reply
User Replies:
cucca pee pee on 07/08/2008:
Fidelity Readers service is a bunch of thieves taking advantage of trusting consumers. BEWARE! I'TS ALL A RIP OFF! Their employees are as rude as thay get. They treat you like crap, won't refund your money, the staff must come to work from hell, and I can't wait for them to fall and fall hard.....it's called Karma. BEWARE! THIEVES ARE RIGHT AT YOUR DOOR. Tell them to hold on and go call the police.
DebtorBasher on 07/08/2008:
NEVER give someone a check that comes to your door! They can go home, print up checks (Versa Checks etc) with all the info on yours...your bank name, tracking and account numbers, bank address and the bank codes...and wipe your account out before you know it! I don't even like to deal with checks anymore because it's so easy for people to print checks with other peoples account info on it. Even when paying bills, Money orders are much safer...you just never know how many hands your check goes through once you hand it over to someone or mail it out.
DebtorBasher on 07/08/2008:
Yes, you were ripped off...however, you could have backed out of it when he told you it would be $60.00 instead of the $30.00 that you thought it would be...but you choose to write the check for the sixty dollars? I don't understand the part about the post office not allowing them to have their mail???
Close commentsAdd reply
Fidelity refuses to release funds
Posted by on
After opening a fidelity account for my non profit, Fidelity refused to allow me to access the funds, and when I finally closed the account, fidelity retained the funds for two weeks after the account was closed.

Fidelity provided the signature cards needed to authorize checkwriting on the account. Fidelity provided the signature card, which I filled out and mailed in. two weeks later, I got a letter stating that it was the wrong form, please fill out the included form instead, but it was the same form. After spending a long time on the phone with a rep, I was instructed (line by line) to fill out hte enclosed form, and everything could be fine.

This happened three times, so Fidelity had almost all of my operating capital tied up in an account that they would not let me draw on - for over a month.

Finally, I got fed up, and closed the account Monday morning at 9:45 AM. I was assured that he check would be cut and mailed (I had run out of petty cash, and the non-profit was in real financial trouble) immediately. I had not received the check the following Monday, so I called again, and was informed that the check had not been cut until Friday, and that it would get mailed out "some time this week".

The funny thing is that they had no problem accepting my signature to deposite checks, close the account, or sell stock - the only time they refused to allow a transaction was when I was trying to actually write a check.

End result: After Fidelity essentially stole most of my operating capital for a bit over a month, I'm waiting to see if I actually get the check some time in the next week or so.
Oh yeah, and there aren't any regulatory agencies that I can find to file official complaints with that make any difference, so Fidelity essentially sat on a tens of thousands of dollars for a month, while the company that actually owned the money was forced to shut down - all because of Fidelities incompetence. Or maybe it was intentional - they did get to use th money for free for the whole time they had it.....
     
Add reply
Notoriously Predictable
Posted by on
DISTRICT OF COLUMBIA -- Wall oven in unit purchased in August found not working. Called Fidelity September 23rd; paid the $50.00 'co-pay,' scheduled a technician's service. Guy shows up, figures out what's wrong which is the computerized panel - which he orders. Schedule another service call, he shows up with the new computerized panel - which not only doesn't fit, but lacks a schematic. Guy's helpless. Fidelity then tells me they have to schedule a Whirlpool technician - who shows up, can't fix it, calls Fidelity while here, puts me on the phone, they then tell me I have to PROVE the oven worked when I purchased the unit.

I ask why I didn't need proof when they took the $312.00 to initialize the coverage; why didn't I need proof before they took my $50.00 co-pay; and, what exactly were they providing a warranty on if not the items indicated in the contract? The response was that they "assumed" everything covered - worked - to which I replied, I "assumed" when they accepted the $312.00, what they indicated in the contract as being covered -was covered.

I called my realtor who called their VP, who apparently lit a fire under some butts, because now they're tripping over themselves to accommodate me.

Unfortunately, they've scheduled repair through SEARS, which has become another nightmare unto itself. So here I sit, it's now November, and I still don't have a working wall oven.

Unless you've got good connections - AVOID FIDELITY HOME WARRANTY - (take a look at the BBB site - see what others have experienced) AND,

DON'T PATRONIZE SEARS AT ANY COST UNTIL THEY BEGIN TO FEEL IT THROUGH LOST REVENUES because that's what it'll take for them to change. This non-service is non-acceptable. (see my SEARS post - as well as a ton of others'...)
     
Add reply
Fraud
Posted by on
CORONA, CALIFORNIA -- I have paid this tax relief service $5,000 in 2005 to take care of my deceased husband's tax liabilities. Nothing was done on it other than they told me that it was still being reviewed. I was tired of hearing that it was reviewed. So I called the IRS myself to find out that my case was dropped 6 months after we submitted it. We are talking at least 18 months to find out that there was not an OIC with the government. When I found this out I called the service. Their answer was "the attorney working on your case was let go over a year ago" I asked why I was not contacted? No answer to that but they did say for another $1,200 they would get me a better attorney and have it settled in 90 days. Well the 90 days passed and when I called to see if anything was done they transferred to me to the person taking care of my account (Betty Hudson). When I heard her voice I realized that it was the same woman I talked to in 2004. My husband hired a tax relief service in 2004, paid $5,000 and didn't get any results. This was the same woman under a different service name. At that time, their name was American Tax Relief. As you see they do nothing to help people. They change their company/service name and go after other needy people. With my husband's $5,000, my $6,200, we are out a lot for absolutely no results.
     
Read 2 RepliesAdd reply
User Replies:
TaxGuru on 06/08/2007:
FRAUD ALERT

This post is a fraud!

Fidelity Tax International is not and has never been associated with American Tax Relief.

Fidelity Tax International is a National Tax Firm with impeccable credentials and governed by the highest standard of ethics, integrity and proficiency in our field.

After exhaustive review of our client database, Fidelity Tax International does not have and never had any client matching the description and circumstances in the post above.

If any client has a problem as to the integrity of Fidelity Tax International, client is cordially invited to talk to the president of Fidelity Tax International for a speedy, efficient and amicable resolution of any claimed dispute.
TaxGuru on 06/18/2007:
Well now, 10 days have passed since our last post and this person, verjac from Corona who on 5/29/2007 posted the initial review on top of this page has not contacted the President of Fidelity Tax International.
Why, because we (Fidelity Tax International) do not have such a client, as mentioned on our comment above, dated 06/08/2007.

THIS PROVES THAT THE REVIEW ITSELF IS A FRAUD, INITIATED BY AN UNSCRUPULOUS LIAR!!!
WE WOULD LIKE FOR THIS PERSON TO PROVE THE PAYMENT OF $5,000.00 TO FIDELITY TAX INTERNATIONAL.
WE REVIEWED OUR BANK STATEMENTS AND CAN SAY WITH CERTAINTY THAT NO SUCH TRANSACTION EVER TOOK PLACE.
SHOW US YOUR CHECK, CASHED BY OUR BANK!!!!!
AND PLEASE, DON'T TELL US YOU PAID IN CASH, BECAUSE WE ALSO KNOW THAT NO SUCH "TRANSACTION" HAPPENED EITHER.

Fidelity Tax International has always adhered to the highest standard of ethics, integrity and professional excellence. If any of our clients feel that they were not treated with utmost professional courtesy and competence or feel that their case has not been resolved to their satisfaction, we want to hear from them.
We have over a thousand satisfied clients who can lead normal financial lives once more, not having to fear the IRS ever again (as long as they stay compliant with existing rules and guidelines) and can sleep at night without apprehension of paycheck levies, liens or garnishments.
Tax relief is a tedious process that requires precise case preparation and skillful negotiation, requirements and qualifications found in abundance at our offices.
Close commentsAdd reply
Top of Page | Next Page >