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July 2023 by Patricia F.
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!
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February 2023 by Ronald B.
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.
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January 2023 by Myron Roy
I lost my card how can I insure funds I deposit in future will be safe I already lost 500,000 dollars microventures to terrorism groups I invested 2000 with home Depot and made 20,000 what should I do with it should I use nft since new currencies arent secured or insured I have apple stock but I haven't developed stock into higher investment increases stock value . How should I increase value of accounts and funds what investment and stocks will create revenue streams.
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October 2022 by Michael NYLAN
The person who helped me on the first phone call got everything wrong (telling me I could not simultaneously contribute to a 403b and a 435b, contrary to the IRS's own website). The second person I talked to refused to give her last name on the phone call, though I was required to give her my full name and information. I do not want such people "helping me."
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October 2022 by R
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. .
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July 2020 by SpaGo D.
After waiting an hour on the phone...it hung up! Just frustrating dealing with this investment firm!
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January 2020 by Marcia D.
Had an appointment. Arrived after rushing to be on time, was told I had been bumped back an hour. No notification. No calls, no emails. Nothing. Get it together! However, my investment advisor does a good job, but giving a one star because I'm very disappointed.
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December 2018 by Joey F.
One of the few instances where the company is better on the phone than in person. Service at this branch is incredibly slow and staff are not knowledge about basic banking functions.
