Have been a long time Fidelity customer. Thanks to the services they offer I was able to close my accounts at traditional banks (use Fidelity Cash Management instead), never step foot in a bank again (all ATM fees reimbursed and checks deposited via mobile app), stop buying Quicken or any other personal finance sofware (use Fidelity Full View online instead), close other brokerage accounts and get expert investing advice online (GPS service) or in person at their local office and manage all my investments, mortgages, bills, rental income, and rewards programs online via Full View. Having lived in 3 different cities since first using Fidelity I have found the folks in the local offices to be very knowledgeable, professional and open to spending time with me when asked. The online and on-site learning sessions cover a wide array of topics, are free and have been informative across the board.