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8AM - 5PM
333 W Santa Clara St #622, San Jose
Investing
“I visited Fidelity with numerous questions about investing, feeling uncertain due to my limited knowledge of financial terms. Leslie warmly greeted me and provided immediate assistance. She patiently addressed every question I had, offering clear and detailed explanations about the differences between various account types and providing thoughtful guidance to help me make an informed decision. Her expertise and approachable demeanor made the experience exceptionally positive, solidifying my decision to continue with my Fidelity account and explore more of their services.
Thank you, Leslie, for your outstanding customer service and invaluable support. I highly recommend this branch to anyone seeking knowledgeable and friendly assistance!”
“I have been a customer for years and have never looked anywhere else. The staff are always very friendly and helpful. We have used them for loans and checking as well as my personal finances. If you need a great business bank look no further.”
Investing
Investing
“I've used 1st American Exchange previously . I just did again. It was a most pleasant and seamless experience. Communications couldn't be better. It was truly a pleasure dealing with you .Thank you Lydia and all others for your help in that transaction.
DB”