Fidelity Investments
Investing,
Financial AdvisingHours:
4160 N First St, San Jose CA 95134 Hours
About Fidelity Investments
Fidelity Investments offers helpful and friendly customer service at its branches. Customers often appreciate the knowledgeable staff, especially those who provide clear explanations about account types and investment options. Many visitors find the front desk staff professional, efficient, and able to assist with account openings quickly. However, some experience challenges, such as difficulty speaking with advisors as walk-ins or issues with specific processes like handling contributions or checks. Despite these concerns, the overall experience is positive when dealing with the staff's expertise and support. Fidelity is recommended for those seeking knowledgeable assistance, though some customers note the importance of managing expectations regarding advisor availability and specific services.
Most Recent Reviews
October 2025
Honestly I had a good experience, they help me with issues that I was facing with my account
May 2025
Five stars for the front desk lady — she was nice and very knowledgeable about the general products offered by the business. I’m giving one star less overall because I wasn’t able to speak with an advisor as a walk-in.
May 2025
I just had the nicest customer service at the front desk of this branch. She was so professional, knowledgeable and efficient. I was able to walk in and get my account opened in 10 mins.
More Comments(23)
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