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July 2023 by Cyndy P.
We checked website on July 3rd to make sure Fidelity in Monterey was open until 5:00. We arrived at 3:00 with cashiers check to make a substantial investment only to be told shen we arrived at the front desk that they decided to close early for the holiday. I asked why us the door open still? My manager should have locked it. We were told next time to make an appointment. So, we when back to our bank and cancelled our cashier's checks. We will go to Vanguard instead. Also, all of our other accounts with Fidelity will be moved somewhere else. Horrible customer service. You forget ...without us bothersome customers you don't have jobs. Bad example... tarnished brand. You are a national brand and should do business accordingly. Tuesday July 3rd is not a holiday. just saying...
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September 2022 by Tracie L.
Bree and Tim were stellar at getting my accounts set up. Bree walked me through the whole process and troubleshooted some problems the online system gave us. Then I was referred to Tim to advise on the type of IRA I needed. Thorough explanations were given for a novice like me and made it less intimidating. No fees were charged and it was quick! I tried to do it on my own a few times online but kept running into issues. It's always better to talk to someone in person. Plus, they gave my daughter a Fidelity Frog stuffy, which she loves. Highly recommend this staff!
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September 2020 by Isaac Benavidez
Mutually beneficial
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August 2020 by Chuck Hawley
I have been using this Fidelity Investments office for about five years. I couldn't be happier with the service I've received or the investment advice. During the current Covid crisis, my investment advisor arranges convenient online calls which save me a trip into the office. I highly recommend Fidelity and the Monterey office.
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April 2020 by Janet Heym
Unreal.
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December 2019 by Ignacio Ramos-Pinedo
Great customer service
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April 2019 by Dorian InCarmel
Children playing with older peoples hard earned savings.
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July 2018 by paula roncaglia
Poor service. My assigned "advisor" was late to the meeting and did not contact me later, as promised.
