Fidelity Investments
Investing,
Financial AdvisingHours:
7310 Day Creek Blvd, Rancho Cucamonga CA 91739 Hours
About Fidelity Investments
Fidelity Investments offers a range of financial services with a focus on personalized customer care. The company provides in-person planning appointments, along with virtual and phone options, making it convenient for clients to discuss their financial needs. Many customers appreciate the knowledgeable and helpful staff at the Rancho Cucamonga location. Reviews highlight the positive experiences with advisors, such as Peter and Ashley, who educate clients about retirement options and assist with setting up accounts. Clients find face-to-face conversations valuable for gaining insights into their investments. While local offices offer great service, some customers note that they may have limited authority for certain transactions, suggesting that contacting the Boston headquarters can be beneficial for more complex issues. Overall, Fidelity Investments is recommended for its attentive staff and the quality of service provided, making it a trusted choice for managing finances in the area.
Most Recent Reviews
January 2026
Robert was such great help! He definitely deserves a raise, The atmosphere was also so great!! Fast and efficient and can’t forget clean!!!
December 2025
My experience has been great working with Alex. He was very thorough in making sure what my needs are, very knowledgable, trained me while he was helping, always setting up the followups based on my needs at right cadence.
December 2024
Peter Boulos (who works at this branch) was wonderful in educating me about retirement options and was extremely helpful!
More Comments(26)
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