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July 2023 by Addison M.
Oh, what fun times it is as an adult... I had some trouble with Fidelity on their mobile app as well as the web browser and I remembered this location is right next to my house. So I came over here today after work and Zach had a friendly face and helped me out.He was training a new guy and I hope that the new guy is as awesome as Zach was. I had a couple questions about my 401(k) and they were both super helpful and professional. I will definitely come back if I have any other questions but if you need help, definitely come here and ask for Zach!
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April 2023 by Diana Boyd
Clean and friendly staff
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April 2023 by John P.
Smart people, great advice, people are polite, easy to work with, and very knowledgeable. I'll continue to do business with this location.
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December 2022 by Sueja Randhawa
Fidelity has great customer service, but this location went above and beyond. The person that helped me personally went to the post office to send important documentation on my behalf to make sure it got sent out that night since the mail carrier had already come by for the day. I checked the next day and Fidelity had already received the documentation and had been processed.
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October 2022 by Dan H.
Worst customer service I have had in Roseville. Fidelity has changed exponentially over the last five years. They hire people with attitude & nice suits. Branch should close down. I have also experienced this with customer service reps on line. Better off investing your money elsewhere. I will persuade all my wealthy friends to look at other companies.
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August 2022 by Joe S.
Interesting to see all these terrible reviews in 2022. I was and am a Fidelity customer since 2002. One day in 2005, I went to the Roseville, CA office to make a deposit and while there, I wanted to ask someone a quick question. At that time, it was just me, the receptionists and the branch manager. There were no other employees or customers on the premises. At one point, I saw the man who turned out to be the branch manager, standing just a few feet away. He had just walked a client to the front door and didn't seem to be particularly busy. I asked him if I could ask him a quick question. He just gave me a numb look and said he was busy and that one of his account managers could help me. Then the receptionists piped-up and told this manager that all those people were not currently in. So, the manager went on and on about how busy he was and yada, yada, yada. I then informed the branch manager that he has now expended far more time giving me excuses as to why he couldn't answer my question, than it would have taken to answer my question, in the first place. He just glared at me and walked into his office. I was fuming and thought very seriously about moving my stock portfolio to another brokerage. I stayed with Fidelity, primarily due to their online persona and telephone assistance. But let me tell you, hadn't not been for their online capabilities, I would have been gone in a New York minute. Based on the poor reviews here, it seems like some things, never change. My 1-star review is for this specific branch, not Fidelity Investments, the company.
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June 2022 by Katrina Karbo
If I could give this company zero stars I would. I have been refilling and going into the facility for the past three almost four months. Just to get inheritance moved and they have lost my paperwork twice now. Can’t every find anything in there system for when I filed. It’s frustrating at best. The people at the Roseville have helped refilling paperwork with office multiple times. I just keep getting the run around.
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May 2022 by Kendall Johnson
Always excellent working with Fidelity. Most negative reviews are short-term gamblers trying to make money on bubbles. Fidelity has been my family’s choice for decades and have always provided excellent service at competitive rates.
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February 2022 by Chris Shimp
Two weeks to complete an EFT?! Money is not in the previous bank account, money is "not available to withdraw" from Fidelity account for nearly 2 weeks. Fidelity literally stole my money for that time. Imagine that times thousands of customers. I'm losing weeks of interest. Completely unacceptable. My money will be elsewhere.
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June 2021 by MAE HAY
I needed more information about a notice that I received and they were very helpful and customer service was excellent
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May 2021 by b b
This is the first time I have given fidelity such a low review, most of the time they easley 4-5 star range for costumer service, this office serves no purpose they can't even help with the simplest little tasks, like printing out a wire transfer form or handling the signature verification like the website says they can. Not sure why they open the door to the office at all, wasted an hour driving to this place.
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February 2021 by mark webster
Horrible experience- I opened an account on line and wanted to verify accuracy in person- rep stated it was against policy to look up an account- this is not customer service they provides confidence.
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January 2021 by parminder singh singh
horrible customer service
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November 2020 by Alexander H
Horrible Customer Service.
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March 2020 by Ken M.
Do yourself no service if you call the office with the only number they give you, a toll free number. Tell the electronic operator you want to speak to your advisor named Dave Winther and the automated operator will not understand. Tell the electronic operator "receptionist" and you will be put on hold for 30 minutes. When the "receptionist" answers you might discover this person is in Florida. You tell this person your an investor and would like to talk to your advisor named Dave Winther or his boss Kai Sonoyama, VP, Branch Manager. The person in Florida promises to pass on the messages. You wait a week and you get no call from either. You discover your nothing to Fidelity or this office. I had a small investment, Dave Winther made a small mistake with my initial investment that I wanted to discuss. Just earned a sudden 1/2 mil selling my 50% share of my business and was willing to work forward. How can you work forward with no communication, no call back from your advisor, or the so called person in charge, Kai Sonoyama, VP, Branch Manager I checked out. Withdrew my funds, feel like an idiot putting my trust here. I can only move forward elsewhere.
