Fidelity Investments

Investing , Financial Advising
Hours: Fidelity Investments offers a range of financial services and is known for being a safe place to manage money. Despite mixed reviews about the customer service at certain locations, such as the Montgomery St office, many clients appreciate the low fees and easy online trading. While some customers have encountered rude or pushy staff, others have found knowledgeable representatives who provide valuable information. The company has received praise for its phone service, which is considered better than many other brokerages, allowing clients to resolve issues quickly. Some clients have reported positive experiences with patient and understanding staff who are willing to assist with inquiries, regardless of the client's financial status. Fidelity’s reputation is bolstered by consistent high rankings in Barron’s reviews, highlighting their strong products and technology. Clients value access to unique investment opportunities, such as IPOs and managed portfolios. Overall, while there are reports of less-than-ideal experiences at certain offices, many customers recognize the benefits of Fidelity Investments as a whole, appreciating the combination of excellent services and low fees.

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1. San Francisco, California