Client Testimonials


  • James & Hazel C. - Retired US Civil ServiceWe are clients of Fidelity and Guaranty and what a pleasure it
    was to have the representative in our home.  Not only are they professional, but also very
    personable.  It was as if we had
    always known them since the first time we met them.  Many times we have asked them for advice, and they are so graciously sincere and kind.  We have recommended Fidelity & Guaranty to several people.  We consider them a special friend.”      

  • Charles T. - Real Estate“My wife and I were very impressed with Fidelity & Guaranty. They are very articulate and knowledgeable in their profession. They patiently answered all our questions and made many valuable suggestions. Fidelity & Guaranty was able to obtain our Trust by their exceptional desire to satisfy our personal needs. They continue to assist us on an on-going basis, and we can depend on their honesty and judgment.”

  • Preston W. - Retired Weyerhauser Co. and Joyce W. - Retired Cato Corp.

    “I want to thank you very much for the prompt and professional services that you provided for my wife and me.  Furthermore you answered our calls when you were ill, you can't ask anyone to do any better than that.  We are looking forward to doing business throughout the future with you.” 
    • Anna J. - Retired Nurse

    • “I have enjoyed knowing and
      working with Fidelity & Guaranty regarding the affairs of my estate. 
      I find the representative to be
      friendly, easily accessible by phone and gives helpful and valuable advice.  I find the representative to be a people person and very knowledgeable regarding his profession.  Thanks for being my friend!” 

      • Bonnie & Ada W. - Retired Farmer

      • “You were very helpful and informative.  You were available at all times and you guided us throughout the entire process.  I feel very confident that you have
        provided us with the best alternative to our needs.  Thank you for your help.”  

        • Denver B. - Retired Presbyterian Minister & Norma B. - Retired Educator
          “We have known Fidelity & Guaranty for about two years.  We have found them to be professional and personal in our affiliations with them. The representative expresses himself adequately. He gives us ample opportunity to express our thoughts to him. We believe him to be honest and sincere.” 


          David A - Home building & building materials sales &
          Mary Lena A. - Education

          “To someone looking into Fidelity & Guaranty, I would have to say Mary Lena and I were highly impressed from the beginning of our association with them due to their professionalism in dispensing honest and accurate information.  The representative helped us set up an annuity guiding us through lengthy paperwork process.  He has followed up faithfully, keeping "tabs" on us during the last two years, giving us helpful advice and "tips" along the way.  We are very pleased with his work and count him not only as our financial advisor, but also as a
          trusted friend.”

 

Dear Fidelity & Guaranty. . .



W. Osborne -Pastor

“When my wife and I met Fidelity & Guaranty we were in a state of confusion and I guess a little scared about investing, retirement, social security and other problems of growing old. If you need someone you can trust to look out for your best interests Fidelity & Guaranty is the place. They are professional and honest.”

William & Alma M.
“Fidelity & Guaranty impresses me with their knowledge of what investors need to do in the type of economy we have been experiencing.  We would certainly be unhappy to not have their assistance with our investments.  They take time in answering our questions to our understanding and give us qualified reasons for their answers.  Fidelity & Guaranty gave us ways of securing our investments, which were not given to us by the stockbrokers who we dealt with previously.”


Larry and Marilyn W. -USAF Retired Dept. of Treasury and Dept. of Defense

“It’s such a pleasure working with Fidelity & Guaranty. They’re competent and knowledgeable on the various ways our finances can be arranged to suit our needs. They patiently go through each step and answer every question we asked, even if it’s asked several times. If we have a question sometime in the future, they are always just a call away. They have gained our trust and we feel they do the very best with our financial matters. We had the best financial advisor and they are a good company to recommend to anyone who needs a trusted friend to advise them.“

Adessa and Delmar Holmes -Retired USAF, Farmer

“We are really thankful to our son Paul for all the help and encouragement he gave us concerning our finances. When it was time to retire we had anxieties, apprehension and a multitude of questions but he was patient.  Because of your help we now have extra cash flow enabling us to enjoy ourselves throughout our senior years. You have really made our lives less stressful and more enjoyable.”



Janice S. - Retired Public Schools
“I had never been to Fidelity & Guaranty until the representative came out to help me with my estate planning and some investments, which they recommended. They were such pleasant people to work with and advised me on the things I should do.  Since this initial visit I have always been able to get them on the phone for advice and questions, which I had.  I would recommend them highly to anyone that is trying to invest money or do estate planning.”   


Everett and Patricia O. - Electrician and Realtor

“I would like to thank Fidelity & Guaranty for the excellent job they did in assembling our revocable trust and getting it all together. Right from the beginning they walked us through the whole process. Their help was very knowledgeable and invaluable. They answered all our questions and explained what they were doing to our satisfaction. What made it more meaningful to us, my wife and I both felt they were very professional, friendly and reliable. We have confidence in Fidelity & Guaranty and their good work.”

Carlton and Mildred G. - Retired General Electric Co.
“I'm sure glad, you didn't wait long answering any correspondence or returning my phone calls.  You returned my phone calls promptly as well as any correspondence.  You were extremely customer orientated and replied with straightforward answers to any situation, which occurred during our business transactions.  Your desire to provide current status of our business activity was greatly appreciated by both my wife and myself.  You never hesitated to come to our house to review in person any questions or concerns we may have had.  Both Mildred and myself appreciated your relationship in the activity which took place. We also wish continued success in the future.”   

 

Lee H. - Retired USAF & PPG Industries & Eileen H. - Retired from Squared Co.

“We were so happy we had the chance to meet you and acquire you as our financial advisor.  We met you through friends and glad we did.  I was so impressed by your honesty and patience.  Your knowledge of helping us make our decisions was so reassuring in knowing we had chosen the right financial advisor.  We are so relieved knowing our will and finances are in order so our children will not have a problem settling our estate.  You continue to keep in touch with us and we feel we can always count on you when needed.  It's a pleasure to know you and we feel we have made a new friend.”   

Judy M. - Retired
“After losing my husband 9 years ago I decided to invest in stocks thru Prudential and like so many others gained and lost mostly all of my gains.  Frantic to pull out, but not knowing where or what too do I received a "flyer" in the mail.  99.9% of the time I would have tossed this piece of paper, but I didn't and followed through with its request" Should I need financial advice regarding future retirement years", I was to contact Fidelity & Guaranty.  During our initial visit the representative explained various programs to me and explained them again after I didn't quite understand some of the things.  He is quite the gentleman and I might add very sincere not to mention patient.  If annuities have ever entered your mind for future investments I would highly recommend you give Fidelity & Guaranty a chance to show you what I feel is a fair and honest approach to a healthy financial outlook.”   


James L. - Retired NCDOT and Anne L. - Retired Teacher

“Our experience with Fidelity & Guaranty was a very positive experience.  We found them to be very professional as well as being concerned and caring about our well-being.  They are always pleasant and appeared interested and very knowledgeable about questions we proposed.  The friendly mannerism always made us feel comfortable and at ease and proved to us that the representative was a prime representative.  Indeed, our experience was a very satisfying experience.”

William & Margie M. - Retired Child Nutritionist
“We want you to know that we appreciate all the help Fidelity & Guaranty has given us.  They were always ready to give us answers when we asked them questions.  They always helped us and never hesitated about it.  They were always easy to talk to.  It seems like they always talked and didn't act like they wanted to rush to get us off the phone.  It is good to know that we have someone we can count on when we need an answer.  When we called and the representative wasn’t in he would always return our call.  He never waited any length of time before he answered our call.  We are happy to have the representative at Fidelity and Guaranty as the person to represent us.”   

 

Joan S. - Retired

“We have been working alongside Paul Holmes at Fidelity & Guaranty since early 2002. Paul is a knowledgeable, soft-spoken Christian man who "walks the walk" and who is dedicating his working hours to assisting retirees. Paul took the time to understand our individual needs and looked after OUR interests (just the way you'd like a professional to act). Paul is patient; he shared his extensive knowledge pertaining to our needs UNTIL we truly understood what previously has been extremely difficult-to-almost-impossible to comprehend. He introduced us to our options and allowed us time to make our own decisions. We started our retirement transitions after four years of working alongside Paul - knowing that our investments are protected, stable and will be accessible to us when we need them.”



Success Stories



  • Nancy B. - Retired “I feel so fortunate to have Fidelity & Guaranty. They proved to be so caring in executing completion of any investments.  Due to their diligence, patience, and know how, I am comfortable with the end results. Will be looking forward to their yearly visits.”  

  • Tom M. - Pastor & Helicopter Pilot

    “I am very pleased with the services of Fidelity & Guaranty.  They have shown me many ways that I can save money and relieve the burden on my family at the same time.  Their timely advice has been a blessing to me and I highly recommend them to you.”  

  • Bobby W. - Farming and Faye W. - Caregiver

    “It is a peace of mind knowing we can pick up the phone and call you if we have any questions.  It is also great to have someone you can trust to help with retirement and estate planning and you're very easy to understand and talk to.  We are very satisfied with our choice to go with you.”  

  • Dorothy M. E. - Teacher

    “The representative is ever patient in answering questions, and when changes were necessary in order for me to adapt to new conditions, he was and is flexible enough to problem solve.”

    • Pauline P.
    “The representative was punctual, caring, understanding, honest and helpful.  He goes out of his way to help you when he does not have to. He's available to answer questions and prompt to return calls when he is out of the office.  I would do business with Fidelity & Guaranty again if it were necessary.”

  • Doris M. - Retired Nurse Randolph Hospital

    “The representative is a real live person you can call and talk to when any question comes up.  He guided me through our trust set up at the death of my husband a year ago.  He is a vital part of estate planning.”  

  • John G.

    “Fidelity & Guaranty always follows through on details.  The representatives explain things so a layman can understand.  They do not push to try to sell products.  They will tell you what is available and leave it without pressure.  Five months later I am well satisfied with their services.” 

  • Keith H. - Retired Eriez Magnetics & Suzanne H. - Retired Admin Asst. at IBM

    “Fidelity & Guaranty has always been available when we needed to speak with them.  More than once the representative has returned our calls from his vacation sites.  We appreciate his concerns for us.  This past year we had a family emergency out of state.  We called the representative and he not only returned our call quickly, but also advised us regarding our options and kept in touch with us to be certain everything went smoothly.  We have faith in his guidance regarding our investments.”     

    • Mary C - Retired Teaching“Fidelity & Guaranty has been most helpful.  They are always available to answer my questions and very patient.  Their advice has proven well over the years.”


    • Preston and Della S. - Civil Service“My wife and I think the representative at Fidelity & Guaranty has been very nice and polite and we think he was very nice in considering doing the business he was here to do.”