Fidelity Investments
Investing,
Financial Advising
Hours:
1995 University Ave Suite 120, Berkeley CA 94704
Hours
Most Recent Comments
-
July 2023
As a walk-in, I found the Fidelity advisor who pleasantly greeted me to be very professional, knowledgeable and super helpful in that he quickly assessed my situation, went over my paperwork with me, and explained my financial options. Impressive!
-
February 2023
Very bureaucratic. Can't really reach the local branch. The company reps are very hit and miss - some good, some not. I am having a hard time with them.
-
October 2022
While the people at this branch are friendly, it is hard to reach them. On the whole, there is a very bureaucratic process to reach a representative, and the company is not at all oriented towards service. .
More Comments(8)
From Fidelity Investments
Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.
You May Also Like
-
Berkeley, California